Wealth Management, Multi-Asset Product Development, Vice President

About the role

This is a Vice President role focused on product development and management. The Product Development team is responsible for launching and managing fee-based, advisory products for distribution across four distinct US distribution channels.

Responsibilities

• Partner with leaders across the company on designing and structuring new innovative offerings or enhancing existing capabilities to ensure the best solutions are offered to our customers.
• Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams.
• Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums.
• Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth.
• Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically.

Requirements

• 8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
• Experience with investment products and asset classes, with a preference for prior experience in multi-asset class solutions and specialized asset classes such as structured products and derivatives.
• Proven track record in designing new investment products and successfully launching new channels, programs, or products to the market while aligning critical dependencies.
• Ability to communicate clearly and concisely in both written and verbal forms, and to logically present complex concepts to key partners and senior leaders.
• Team-oriented with a demonstrated ability to work and influence effectively with individuals and larger groups from different functional areas and varying seniority.
• Analytical and data-driven, with exceptional problem-solving and critical thinking skills to find innovative solutions to complex business problems.
• Proactive communicator with a self-starter mentality.

Qualifications

• Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.).

Benefits

Includes comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

Not specified.