Complex Product Manager
Core
Leads strategy, governance, and lifecycle management for complex investment solutions including alternatives, annuities, insurance strategies, and ETF-driven structures.
Role type
Senior Product Manager (Financial Services)
Builds
Complex investment products and advisory platforms for financial professionals
Domain
Financial Services / Investment Products
Deliverable
product features
Required skills
Product lifecycle management, roadmap development, governance alignment, cross-functional execution, product prioritization, stakeholder management, executive presentation, advisor education, process design
Preferred skills
FINRA Series 7 license, broker-dealer or RIA platform experience, product review committee support, familiarity with Envestnet/iCapital/CAIS/FidX/Pershing/NFS platforms
Technologies
Microsoft Excel, PowerPoint, Envestnet, iCapital, CAIS, FidX, Pershing, NFS
Responsibilities
Own roadmap development and product prioritization for assigned complex product categories; Lead end-to-end lifecycle from intake to retirement; Create disciplined processes for evaluating similar product exposures; Oversee product availability, platform requirements, and operational dependencies; Serve as strategic contact for product sponsors and platform partners; Prepare executive-ready presentations and strategy recommendations; Draft and maintain advisor-facing product materials and guides; Support webinars and training sessions for advisor education.
Seniority
Senior, hands-on IC
