Product Manager

Our employees are our most valuable asset.

Job Description

The Product Manager will be responsible for assisting in the oversight, management, development, and positioning of assigned sub-adviser and investment strategies across distribution channels to ensure quality, marketability, and profitability.

Primary Job Responsibilities

• Responsible as lead manager on select sub-adviser relationships, managing all aspects of those relationships, including oversight; act as Subject Matter Expert (SME) to both internal and external business partners, presenting to both clients and prospects
• Serve as liaison between Portfolio Management and Sales and Marketing teams to help position and market product line; effectively partner with Portfolio Management, Legal & Compliance, Marketing, and Retail and Institutional Sales teams to ensure that product positioning and message is consistent across all communication mediums
• Present products with sales teams to clients and prospects at both in-person meetings and conference calls; develop product sales ideas and campaigns for use by sales teams, including communication of current market conditions that may have a positive/negative impact on specific investment strategies
• Conduct quarterly portfolio reviews with portfolio management teams
• Participate in due diligence visits with current and prospective sub-advisors as appropriate

Specific Qualifications:

• Bachelor's degree in Finance, Economics, Marketing, or related discipline: MBA preferred
• Minimum 10 years financial services industry experience
• NASD Series 7, 63, 65 licensing requires; progress toward other professional designations (i.e. CFA, CAIA) preferred
• Strong understanding of financial markets, investment concepts, and economics
• Must be strong team player, able to work closely Product colleagues at a collegial level
• Strong analytical capabilities
• Must be able to communicate effectively on investment issues with portfolio managers and sales teams
• Superior written and verbal communication skills, including presentation skills
• Proficient understanding of a variety of database technologies including, but not limited to, Morningstar Direct, FactSet, Simfund, and Zephyr StyleADVISOR
• Self-directed and motivated, with ability to work collaboratively with a variety of departments at all levels of the organization
• Commitment to continuous learning
• Assist in the investment oversight of assigned managers
• Lead internal sales calls on assigned products and portfolio managers
• Lead and coordinate ESG related efforts on behalf of the firm and affiliates
• Create, publish, and communicate broad trends and positioning notes for top competitors to inform business strategy, and sales execution
• Produce and communicate portfolio attribution and drivers of Fund performance relative to benchmark and peer group
• Partner with Sales/Marketing in writing and publishing of white papers
• Proactively identify at-risk assets and develop communications to support asset retention
• Develop product content, positioning, and messaging as inputs into marketing and communication pieces (fact sheets, presentations, training materials, web updates, conference calls, Brainsharks, voicemail, flyers, competitive updates, white papers, etc.)
• Maintain a high level of competitive intelligence on each assigned strategy's key competitors (performance & risk comparisons, products, services, marketing materials, market share movements, and new sales initiatives) and present findings to Senior Management and Sales
• Produce and analyze product and industry analytics and reports as needed
• Possess an in-depth understanding of all aspects of assigned product line, including investments, performance, distribution channels, product vehicle structures, fees, and competition
• Assist in the preparation of reports as needed for the Investment Oversight Committee and Mutual Fund Board Meetings
• Willingness to travel to meet with clients, prospects, attend industry and sales conferences, seminars, training classes, etc.