Senior Associate - Private Wealth Product Management

Primary Responsibilities

• Product Parameters & Eligibility: Define and maintain the rules governing what products and programs can and cannot do; including account eligibility, client eligibility, and offering restrictions. Establish and document guardrails for new and existing products.
• Investment Program Design & Governance: Design and document the operational and data specifications for investment advisory programs and other client-facing programs (e.g., program enrollment criteria, capture and storage associated data that would be required, monitoring parameters, etc.). Define program-level data requirements and ensure data attributes are properly structured, labeled, and used consistently across systems and reporting.
• Cross-Functional Coordination & Controls: Serve as a subject matter resource for product and program rules across stakeholder groups including Wealth Advisors, Client Service, Operations, Legal & Compliance, and Data & Technology. Support product launches by delivering complete and accurate parameter specifications that downstream teams can execute against. Identify gaps, inconsistencies, or control risks in existing product and program governance; drive resolution and documentation improvements.

Qualifications

• 5+ years of experience in financial services, with meaningful exposure to investment products, wealth management, or investment advisory programs.
• Bachelor's degree required; or Series 7 & 66 a plus.
• Strong working knowledge of investment product structures including mutual funds, ETFs, SMAs, and alternative investments (private funds, hedge fund structures strongly preferred).
• Experience with investment advisory models, fee structures, and regulatory framework (IA vs. BD distinctions).
• Experience defining or working within product eligibility, program governance, or operational rules frameworks.
• Demonstrated ability to translate complex business or regulatory requirements into clear, actionable specifications.
• Exceptional attention to detail with strong written and verbal communication skills.
• Ability to manage multiple workstreams and stakeholders simultaneously in a dynamic environment.
• Experience in private wealth, family office, or high-net-worth client service environments.
• Familiarity with account data structures, reference data management, or product master.
• Naturally curious and analytically rigorous — comfortable asking questions such as "but what happens when…" questions.
• Strong judgment and discretion; high level of integrity and professionalism.
• Adaptable and energized by building in a growing, evolving team environment.