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Serve as main contact point for assigned products for sales managers and external sales personnel
Respond to inquiries from management, sales, investments, operations as well as business partners across the organization
Conduct ongoing competitive analysis and research, including market scope and sizing
Partner with investment and sales teams to create and update a strong, consistent suite of core product marketing and client-service materials
Provide content in the construction of presentations, profiles, Q&As and other marketing materials
Ensure accuracy of website content pertaining to assigned products
Identify areas for thought leadership that connect with their products/markets
Contribute to product management review of investment strategies to ensure investment and pricing characteristics are competitive in marketplace
Partner with product development/strategy on new products/strategic initiatives for various regions/channels
Work closely with the marketing team to develop product support materials, sales ideas and reporting metrics
3+ years of investment-related product management, product development or product strategy experience
Expertise in at least one of the following channels/markets: o U.S. Wealth – Wirehouse o U.S. Wealth – RIA o U.S. Institutional – global consulting firms o U.S. Institutional – direct pension o U.S. Institutional – sub-advisory
Bachelor's degree or equivalent business experience required; MBA and/or CFA a plus
FINRA series 7 license required or must be obtained
Strong investment industry knowledge
Proficiency with industry tools, such as Lipper, Morningstar, Strategic Insight, eVestment a plus
Ability to work collaboratively to achieve team objectives
Strong written, analytical and presentation skills, attention to detail a must
Ability to handle multiple projects simultaneously and complete projects on a timely basis