AVP, ETF's & Capital Markets Product Strategy
Core
Lead strategy for ETF and capital market products to drive revenue growth and platform evolution for financial advisors and clients.
Role type
Senior IC product strategy leader (ETFs & Capital Markets)
Builds
ETF and capital market product shelf, strategic product pipeline, and client-facing educational materials
Domain
Financial Services / Wealth Management / Investment Products
Deliverable
product features
Required skills
Investment product management, market research, financial analysis, strategic product sourcing, cross-functional leadership, product marketing, regulatory knowledge, data-driven decision making
Preferred skills
Investment product underwriting, manufacturing and issuance
Technologies
Morningstar, FactSet, Excel
Responsibilities
Define differentiated investment themes and product narratives; manage product intake and prioritization; engage with asset managers to curate the product shelf; create marketing materials and execute campaigns; advise senior leadership on strategic platform positioning; resolve complex advisor escalations regarding product workflows
Seniority
Senior, hands-on IC with strategic leadership
