4 дня назад
Senior Associate, Alternative Investments
130 000 - 165 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Associate, Alternative Investments (Product Management): Managing the origination, onboarding, lifecycle, and operationalization of alternative investment products for a wealth-management platform with an accent on private fund structures, asset manager relationships, and cross-functional launches. Focus on designing product roadmaps for SMAs, ETFs, DSTs, exchange funds, and tax strategies, coordinating due diligence, and improving manager and advisor experiences.
Location: New York City, United States; hybrid model with a minimum of 3 days in the office per week for most roles
Salary: $130,000–$165,000 base salary annually in New York, plus performance bonus
Company
provides alternative investment products, technology, operational support, and education for independent financial advisors and asset managers, supporting more than 50,000 advisors.
What you will do
- Manage the end-to-end origination and onboarding process for new alternative investment funds.
- Build and maintain relationships with asset managers, serving as the primary platform contact and supporting training, reporting, sales enablement, and escalations.
- Develop product strategy and roadmaps for SMAs, ETF solutions, Delaware Statutory Trusts, exchange funds, long/short tax strategies, and other emerging structures.
- Drive product introductions from concept through launch and manage ongoing performance tracking, enhancements, and optimization.
- Coordinate cross-functional working groups across Investments, Operations, Tax, Legal & Compliance, Marketing, Finance, Technology, and Sales.
- Identify platform gaps and growth opportunities while improving the asset manager experience across onboarding, reporting, and engagement.
Requirements
- 4–8 years of experience in alternative investments, product management, product development, investor or advisor relations, or financial services strategy.
- Hands-on experience with private fund structures such as private equity, private credit, real estate, hedge funds, or emerging structures.
- Experience coordinating cross-functional teams in product development or launch contexts.
- Strong analytical, problem-solving, project management, and communication skills, including the ability to explain complex investment concepts.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Series 7 license or willingness to obtain it within 6 months; proficiency with Microsoft Office and CRM systems, preferably Salesforce.
Nice to have
- Experience with SMAs, DSTs, ETFs, or other emerging investment structures.
- Client-facing or GP/advisor relationship experience.
- CFA, CAIA, or MBA.
Culture & Benefits
- Inclusive workplace focused on community, growth, innovation, and employee authenticity.
- Hybrid in-office model.
- Subsidized healthcare with employer-paid dental and vision insurance.
- Employer-matched retirement plan, wellness programs, generous PTO, and parental leave.
- Market-competitive salary, performance bonus, and comprehensive benefits package.
Hiring process
- Technology, including AI tools, may support application screening, interview scheduling, and candidate communications.
- Final hiring decisions are made by people through a fair and unbiased assessment.
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