UHNW Investment Counselor
Citi
Product Management Director
Franklin Templeton
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $155,700 - $212,000 per year
Job Level
Lead
About the role
- Collaborate with US Distribution, investment managers, and other key business functions to manage retail products sold in the US with a focus on commingled funds and variable insurance funds and an emphasis on fixed income
- Manage the lifecycle of the US product lineup ensuring competitive, profitable, and client-focused solutions
- Lead product range management: assess, recommend and manage assigned product range; recommend modifications to product features and pricing, or mergers/liquidations
- Collaborate with US Product Strategy and others to identify gaps and define product management roadmap for US Distribution
- Ensure timely and successful delivery of US Distribution’s product strategy, including rationalization
- Identify, evaluate and communicate current and emerging regulatory and market trends and determine potential implications to products
- Apply product and investment expertise and gather input from legal, compliance, finance and investment management to develop product proposals
- Routinely review pricing for assigned product range, including 15c contract renewal process
- Analyze product characteristics and industry data to develop product positioning and data-driven proof points
- Support US Distribution by researching and answering product lifecycle questions and act as primary internal resource for assigned product range
- Oversee day-to-day efforts of product management team members for assigned product range, managing business priorities and team resources
Requirements
- Bachelor’s Degree required
- CFA or MBA preferred
- 15+ years in investment management/financial services
- 10+ years in product management/investment specialist roles
- Series 7 & 63 required
- Strong understanding of the 1940 Act regulatory requirements
- Excellent knowledge of markets, products, and investment processes with an emphasis on fixed income
- Strong demonstrated ability to accurately curate and analyze data from Morningstar Direct, SimFund, Lipper and other relevant sources
- Attention to detail, organizational skills, and ability to manage multiple projects
- Strong interpersonal, communication, and presentation skills
- Exceptional relationship management and collaboration skills
- Ability to solve complex problems independently and direct team efforts
- Highly motivated and a self-starter
