Model Sales and Strategy Lead
Core
Define, own, and execute the U.S. Model Portfolio distribution strategy, including product vision, platform distribution, asset growth, and operating model for U.S. Wealth Management.
Role type
Senior IC model sales and strategy lead
Builds
U.S. Model Portfolio platform and distribution channels
Domain
Asset management / Wealth management
Deliverable
product features
Required skills
model portfolio strategy, intermediary distribution, enterprise partnerships, product management, investment acumen, cross-functional leadership, business reporting and analytics
Preferred skills
MBA, CFA, fixed income expertise, multi-sector credit knowledge, ETF and mutual fund implementation
Technologies
none stated
Responsibilities
Define and execute US GWM Model Portfolio strategy including product roadmap and go-to-market priorities; Establish and own clear platform distribution strategy across key intermediary channels; Build scalable coverage models with distribution teams; Partner with Portfolio Management and Client Solutions on model construction and design; Lead strategic partnerships and negotiate commercial terms; Partner with Marketing to shape distribution strategy and messaging; Design and deliver business reporting and analytics to drive growth and capital allocation
Seniority
Senior, hands-on IC