About this role

Lead the development and continued growth of the alternative Investment business lines
Work across the organization and with third-party sponsors to provide product support
Make recommendations and implement plans to improve advisor education, product awareness, sales, marketing, training, service, processes, policies, and procedures
Represent and promote alternative investments as a product advocate and business owner
Manage new product onboarding and drive awareness of alternative investments
Provide ongoing relationship management support for third party alternative investment product sponsors
Create and execute creative sales, educational, and marketing initiatives
Oversee development, delivery, and ongoing maintenance of product training
Engage with other groups throughout the organization to ensure that all aspects of product requirements are met

7+ years' financial services experience
Bachelor's degree or equivalent
Active Series 7 or ability to obtain within 90 days
MBA, CMA or CAIA (preferred)
Experience working effectively within and across a large broker dealer’s business units
Strong working knowledge of the alternative investment industry and product characteristics
Demonstrated experience with leading field implementation initiatives
Strong relationship management, negotiation, and collaborating/influencing skills
Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Senior Complex Product Manager – Alternative Investments

Key skills