Investment Product Manager

Investment Product Manager



Position Summary: We are looking for a highly motivated individual with financial services knowledge. Successful candidate will possess strong communications, influencing, and problem-solving skills. Desired candidate is someone who thrives in a team-oriented, results-oriented, and customer-focused environment, welcomes challenge, embraces change, is creative, can learn fast, and works well under tight deadlines.!




This individual will be responsible for supporting our investment product providers and increasing the depth and value of the relationship.



Duties & Responsibilities: <!
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e="mso-spacerun: yes"> Candidate must be highly motivated, extremely organized, detail-oriented and possess outstanding presentation, communication and customer service skills.



Key responsibilities for this job are:

B7 Coordinate negotiation and execution of dealer agreements with investment product providers. Ensure that fund additions are properly made for each sales channel.

B7 Provide sales, customer service, and ops areas with information about funds availability through various sales channels.

B7 Coordinate marketing and sales initiatives with fund companies and internal sales and marketing teams.

B7 Assist in processes supporting the 12b-1 rebate program.

B7 Write functional requirements necessary to develop new programs or enhance existing programs to improve customer engagement and retention, and business reporting, and tracking.

B7 Work closely with technology to design the solutions needed, and to manage !
rollout of products and services in a planned and timely manne!
r.

B7 Identify necessary reports, metrics, and analysis to measure the effectiveness and validate the success of projects completed.

B7 Provide project management of all aspects of product launch including web-site, trading, operations, service and sales.

REQUIREMENTS


B7 Hands-on/ team-player attitude toward tackling tactical as well as strategic work. Proven teamwork skills to help deliver on-time product and project results.

B7 Two plus years of experience in financial services.

B7 Strong analytics, strategic thinking and consumer empathy a must.

B7 !
; &
nbsp; Excellent written, oral, and presentation skills.

B7 BA/BS in business, management or related field required.