[Remote] Product Manager, reputed company Products (HYBRID or REMOTE)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company dedicated to helping clients secure their financial reputed company-being. They are seeking a Product Manager to shape the reputed company of their investment and advisory platform, leveraging experience in alternative investments and reputed company reputed company management products to deliver solutions for clients and 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 reputed company review of reputed company estate exchange business (or other alternatives investments, as needed) with a thorough and reputed company analysis of reputed company unique transaction and the reputed company reputed company 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 reputed company stakeholders to advance initiatives, resolve conflicts, address reputed company issues, and reputed company 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 reputed company 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
- reputed company Series 7, Series 66 or (Series 63 and 65) registrations, reputed company
- reputed company 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
- reputed company-reputed company attitude and a keen understanding of the relevant considerations required to assess product fit and transaction suitability based on reputed company-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
- Flexible work schedule: may be fully remote/hybrid
- reputed company with 2–3 days on-site per week expected if located near our office (e.g., Charlotte, NC)
- Medical
- Dental
- reputed company
- A 401(k) plan
- reputed company time off
reputed company