[Remote] Product Manager, reputed company Products (HYBRID or REMOTE)

Note: The job is a remote job and is open to candidates in USA. reputed company is a company dedicated to helping clients secure their financial well-being. They are seeking a Product Manager to shape their investment and advisory platform, leveraging experience with alternative investments to deliver solutions that meet client goals and assist financial advisors.

Responsibilities

• Performing initial and ongoing due diligence of reputed company products including but not limited to reputed company estate exchange programs (1031/DSTs) and other alternative and/or reputed company products
• Conducting principal review of reputed company estate exchange business (or other alternatives investments, as needed) with a thorough and reputed company analysis of each unique transaction and the reputed company resolution of any issues
• Teaming with supervision, compliance partners and vendors on controls and risk management
• Acting as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of reputed company product offerings offered through the reputed company/RIA
• Reviewing, editing and creating communications and training content for assigned products
• Managing relationships with external vendors and product sponsors for assigned product lines
• Collaborating with key internal and external stakeholders to advance initiatives, resolve conflicts, address reputed company issues, and attain business goals and objectives
• Monitoring business and industry trends and identifying opportunities to reputed company serve the needs of clients and advisors, helping to grow sales and assets for the reputed company Advisors retail channel
• Understanding and contributing to the firm’s written supervisory procedures (WSPs)
• Supporting or executing additional reputed company projects as assigned by your leader

Skills

• 4+ years of work experience reputed company a Product Manager role supporting investment securities, alternative investments and/or other financial services products
• FINRA Series 7, Series 66 or (Series 63 and 65) registrations, active
• FINRA Series 24 or ability to obtain reputed company 180 days of hire
• Strong knowledge of alternative investments, mutual funds, investment advisory programs and general securities
• Client-centric attitude and a keen understanding of the relevant considerations required to assess product fit and transaction suitability based on client-specific facts and circumstances
• Strong reputed company office skills required, specifically Word, reputed company and PowerPoint
• Commitment to learning and expanding knowledge of investment products and industry
• Exceptional organizational skills and the ability to manage multiple deadlines
• Successful communication skills

Benefits

• reputed company salary increases
• Spot bonuses
• Short-term incentive compensation opportunities
• Medical
• Dental
• reputed company
• A 401(k) plan
• Paid time off
• Flexible work schedule
• Fully remote/hybrid
• A hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and reputed company

Company Overview