Traded Product Manager
Core
Leads strategy, governance, and lifecycle management for mutual funds, ETFs, ETPs, and UITs across Osaic's product shelf.
Role type
Traded Product Manager
Builds
Mutual funds, ETFs, ETPs, and UITs product shelf
Domain
Financial Services / Investment Products
Deliverable
product features
Required skills
Product lifecycle management, roadmap development, sponsor relationship management, product governance, cross-functional project execution, executive presentation creation, advisor education material development
Preferred skills
FINRA Series 7 license, broker-dealer or wealth management platform experience, product data feed management, familiarity with Morningstar Direct or Pershing
Technologies
Microsoft Excel, PowerPoint, Morningstar Direct, Envestnet, Pershing, NFS
Responsibilities
Own product onboarding, platform updates, and share class changes; Lead end-to-end lifecycle including launch readiness and post-launch monitoring; Create disciplined processes for evaluating similar product exposures; Oversee product availability and operational dependencies; Serve as strategic contact for fund families and sponsors; Prepare executive-ready presentations and strategy recommendations; Draft advisor-facing product materials and guides.
Seniority
Mid-Senior, hands-on IC
