Product Manager, Complex Products (HYBRID or REMOTE)

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Product Manager to shape the future of their investment and advisory platform, leveraging experience with complex wealth management products to deliver solutions that help clients achieve their goals.

Responsibilities:

• Performing initial and ongoing due diligence of complex products including but not limited to real estate exchange programs (1031/DSTs) and other alternative and/or complex products
• Conducting principal review of real estate exchange business (or other alternatives investments, as needed) with a thorough and earnest analysis of each unique transaction and the prompt 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 all product offerings offered through the BD/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 complex issues, and attain business goals and objectives
• Monitoring business and industry trends and identifying opportunities to better serve the needs of clients and advisors, helping to grow sales and assets for the Equitable Advisors retail channel
• Understanding and contributing to the firm’s written supervisory procedures (WSPs)
• Supporting or executing additional ad-hoc projects as assigned by your leader

Requirements:

• 4+ years of work experience within 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 within 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 Microsoft office skills required, specifically Word, Excel 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