8 дней назад
Director, Adhesion Investment Platform Management
160 000 - 180 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Adhesion Investment Platform Management (Investment Management Platforms): Scaling the operating foundation of an investment model marketplace through standardized onboarding, lifecycle management, and governance frameworks with an accent on operational efficiency, investment product management, and advisor experience. Focus on building business cases, coordinating cross-functional platform initiatives, and leading product managers through scalable execution.
Location: Hybrid work schedule near the Charlotte, NC office; candidates must be legally authorized to work in the United States.
Base salary: $160,000–$180,000 per year, plus variable incentive compensation and benefits.
Company
provides technology, investment solutions, and support services that help registered investment advisors operate stronger and more efficient businesses.
What you will do
- Build scalable operating frameworks for the Adhesion model marketplace, including product and asset manager onboarding, lifecycle management, and governance.
- Lead end-to-end onboarding strategies for asset managers, investment solutions, and new programs.
- Develop business cases using analytics, competitive research, market sizing, and financial modeling.
- Partner with senior leadership and cross-functional teams to prioritize and execute high-impact platform initiatives.
- Represent investment products and programs to sales teams, advisors, internal stakeholders, and third-party managers.
- Lead and develop a small team of product managers.
Requirements
- 10+ years of experience in financial services.
- Product development experience in asset management or investment platforms, including commercial outcomes through new products and partnerships.
- Experience in the RIA business and deep knowledge of asset and wealth management industry trends.
- Strong knowledge of public equity, fixed income, derivatives, private markets, and real assets.
- Understanding of broker-dealer and RIA distribution channels and relationships between platforms, asset managers, distributors, and financial advisors.
- Strong analytical, conceptual problem-solving, communication, people leadership, Excel, and PowerPoint skills; bachelor’s degree required.
Nice to have
- MBA or CFA.
Culture & Benefits
- Hybrid work schedule.
- Paid time off, sick time off, or flexible time off.
- 401(k) with a 6% employer match.
- Medical, dental, and vision plans, with HDHP or PPO options.
- HSA employer contribution for HDHP participants, volunteer time off, career development, recognition, and fitness reimbursement.
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