Lead Product Manager – Equities

Quick Facts

• Lead Product Manager focused on equity strategies and US investment vehicles
• End-to-end product lifecycle management and equity product suite expansion
• Subject matter expert across US commingled investment funds, mutual funds, and ETFs

Description

Join the Global Asset Management (GAM) team to drive product innovation, development, management, and long-term growth strategy for equity investment products. Work closely with investment teams and the Director of Product Innovation on end-to-end lifecycle management and strategic direction for expanding the equity product suite.

Responsibilities

• Lead end-to-end product lifecycle management for equity strategies and support strategic direction for expanding the equity product suite
• Act as subject matter expert for US vehicle types, especially equity-focused commingled investment funds, mutual funds, and ETFs
• Identify, develop, and champion new equity investment product opportunities
• Partner with legal, compliance, operations, and other stakeholders to navigate product approval and accelerate speed to market
• Prepare materials and present product proposals to funds boards, product committees, and senior governance forums
• Support periodic filings and keep investment vehicle documents up to date as strategies/terms evolve
• Develop go-to-market strategies for newly approved products with distribution, marketing, and Institutional Portfolio Management (IPM)
• Monitor competitive landscape, regulatory environment, industry flow dynamics, and investor trends to identify commercial opportunities
• Produce competitive analysis packages and develop/execute product-level business development plans
• Challenge and rationalize existing equity product suite where strategies are no longer competitively positioned
• Serve as primary point of contact for product-related queries from clients and prospects
• Support IPM with RFPs by developing responses to typical product-related questions and contributing to solution design and pricing
• Contribute to training sessions for the distribution team on the suite of equity strategies (philosophy, process, peer-relative performance, and differentiators)
• Support internal projects to increase client service effectiveness, efficiency, and consistency
• Coordinate with other Product Managers and IPMs to build efficiencies supporting client-facing teams

Requirements

• Bachelor’s degree
• 7+ years of relevant experience in the asset management industry
• Deep understanding of the competitive landscape within the equity asset class
• Detailed knowledge across US vehicle types, particularly commingled investment funds, mutual funds, and ETFs
• Experience across multiple distribution channels (institutional, intermediary, RIA, sub-advisory)
• Experience bringing new products to market (concept through to launch)
• Experience using analytical tools such as Morningstar Direct, eVestment, Preqin, Bloomberg
• Strong understanding of US fund regulation and the product approval process
• CFA or CAIA designation strongly preferred

Benefits

• Comprehensive Total Rewards Program with competitive compensation and flexible benefits (including 401(k) with company matching, health, dental, vision, life, disability insurance, and paid time off)
• Leaders who support development through coaching and managing opportunities
• Opportunities for challenging work and to build close client relationships
• Dynamic, collaborative, progressive, high-performing team environment
• Potential to earn more through discretionary variable compensation based on business performance targets and individual goals