VP, Wealth Alternatives Product Manager
Core
VP managing the product lifecycle for real estate wealth offerings including non-traded REITs, 1031/DST programs, and semi-liquid structures.
Role type
VP, Wealth Alternatives Product Manager
Builds
Real estate wealth products and go-to-market initiatives
Domain
Real Estate / Alternative Investments
Deliverable
product features
Required skills
Real estate investment knowledge, Tax-aware investment knowledge, Financial acumen, Market intelligence, Product strategy, Stakeholder engagement, AUM generation, P&L management
Preferred skills
CFA or CAIA designation, Series 7 and Series 63 licenses, Technical proficiency in real estate and tax-deferral programs, Client-facing material creation, Financial modeling
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Support product lifecycle execution and enhancements, Own day-to-day product management and reporting, Lead competitive and regulatory intelligence, Serve as subject matter expert for distribution and operations, Support go-to-market execution and market penetration, Monitor product performance and recommend improvements
Seniority
VP, Executive