Product Manager – Complex Products

Equitable

Product Manager driving investment product strategy for Equitable Advisors. Managing complex investment products and collaborating with stakeholders for financial solutions.

Posted 7/3/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex financial products, particularly alternative investments and real estate exchange programs, while effectively collaborating with stakeholders and ensuring compliance with industry regulations.

Highest-signal resume keywords

Product ManagementAlternative InvestmentsFINRA Series 7FINRA Series 66Investment Securities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Due DiligencePrincipal ReviewRisk ManagementTransaction AnalysisCommunication Development

Soft Skills

CollaborationConflict ResolutionRelationship Management

Certifications & Qualifications

FINRA Series 24FINRA Series 63FINRA Series 65

Industry Keywords

Real Estate Exchange ProgramsMutual FundsInvestment Advisory ProgramsFinancial ServicesBusiness Development

About the role

Key responsibilities & impact

Performing initial and ongoing due diligence of complex products including but not limited to real estate exchange programs (1031/DSTs) and other alternative and/or complex products
Conducting principal review of real estate exchange business (or other alternatives investments, as needed) with a thorough and earnest analysis of each unique transaction and the prompt resolution of any issues
Teaming with supervision, compliance partners and vendors on controls and risk management
Acting as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of all product offerings offered through the BD/RIA
Reviewing, editing and creating communications and training content for assigned products
Managing relationships with external vendors and product sponsors for assigned product lines
Collaborating with key internal and external stakeholders to advance initiatives, resolve conflicts, address complex issues, and attain business goals and objectives
Monitoring business and industry trends and identifying opportunities to better serve the needs of clients and advisors, helping to grow sales and assets for the Equitable Advisors retail channel
Supporting or executing additional ad-hoc projects as assigned by your leader

Requirements

What you’ll need

4+ years of work experience within a Product Manager role supporting investment securities, alternative investments and/or other financial services products
FINRA Series 7, Series 66 or (Series 63 and 65) registrations, active FINRA Series 24 or ability to obtain within 180 days of hire
Strong knowledge of alternative investments, mutual funds, investment advisory programs and general securities

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off