8 часов назад
Product Strategist (Asset Management)
135 000 - 148 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Product Strategist (Asset Management): Developing and managing U.S. mutual funds, ETFs, and CITs with an accent on product design, fund lifecycle oversight, profitability, and regulatory coordination. Focus on structuring investment vehicles, analyzing market opportunities, managing sub-advisory relationships, and delivering strategic recommendations to senior stakeholders.
Location: Hybrid schedule required in the Denver, Colorado office
Salary: $135,000–$148,000 annually, plus potential annual bonus
Company
is an international financial services company providing insurance, retirement, investment, and asset management solutions as part of Aegon.
What you will do
- Define, develop, and deliver investment products supporting the asset management product strategy.
- Develop new U.S. mutual funds and ETFs, including product design, investment vehicles, and implementation.
- Manage the lifecycle, profitability, fees, expenses, structures, and viability of investment vehicles and sub-funds.
- Manage sub-advisory relationships and coordinate with management, intermediaries, regulatory, and compliance teams.
- Present research outcomes and strategic recommendations to senior management and stakeholders while supporting issue resolution.
- Analyze markets, improve product positioning, develop sales-support materials, and collaborate on product training.
Requirements
- Bachelor’s degree in a business-related field or equivalent experience.
- 1–3 years of experience in product management or product development.
- Experience in a sales-driven, multi-channel distribution environment.
- In-depth knowledge of mutual funds, UCITS and non-UCITS environments, investment products, financial markets, and capital markets.
- Knowledge of Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions.
- Analytical, presentation, communication, project management, relationship-building, and MS Office skills, plus experience with industry databases such as Morningstar, eVestment, Simfund, Lipper, or Bloomberg.
Nice to have
- FINRA Series 7.
- CIMA qualification.
Culture & Benefits
- Collaborative and inclusive work environment focused on accountability, innovation, and diversity.
- Comprehensive benefits including medical, dental, vision, disability insurance, pension, and 401(k) match.
- Paid time off starting at 160 hours annually in the first year and ten paid holidays.
- Tuition reimbursement, career training, employee discounts, and employee stock purchase plan.
- Parental leave, adoption assistance, backup care, employee assistance, and wellness programs.
- Employee resource groups, inclusion programs, volunteer PTO, matching gifts, recognition, and referral bonus programs.
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