Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
Requirements
University (Degree) Preferred
5+ Years Required; 7+ Years Preferred
Knowledge of agile development and JIRA work tools a plus.