Product Director
Core
Drive strategy and growth for the Advisor Managed Account program across retirement institutional markets by deepening relationships with Registered Investment Advisors (RIAs) and plan sponsors.
Role type
Product Director (Financial Services)
Builds
Advisor Managed Account program, Private Asset investment solutions, and retirement advisory platforms for RIAs and plan sponsors.
Domain
Financial Services / Defined Contribution / Retirement Advisory
Deliverable
product features
Required skills
Relationship management with RIAs, Defined Contribution market expertise, Advisor Managed Account strategy, Regulatory compliance knowledge, Enterprise project management, Stakeholder engagement
Preferred skills
Series 65 license, Private Asset investment knowledge
Technologies
Investment advisory platforms, Retirement advice vendor tools
Responsibilities
Cultivate relationships with RIAs to grow in-plan advisory business; Identify opportunities to leverage Private Asset investment capabilities; Solicit feedback from sales, product, marketing, and operations stakeholders; Ensure compliance with policies and resolve incident tickets; Anticipate changes in customer expectations, technology, and regulatory requirements.
Seniority
Senior, hands-on IC