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Mutual Fund Product Specialist
Product Management and Development, United States - New JerseyPosted Yesterday
Job Description
Are you passionate about driving client success through strategic mutual fund solutions? Ready to lead collaborative efforts across internal and external stakeholders to optimize service and product delivery? Are you driven by a deep interest in investment product management, eager to shape and innovate our offering to meet evolving market demands?
We’re looking for someone like that who can help us:
• Lead and direct the domestic and offshore mutual fund and money market fund business as the primary subject matter expert, providing strategic guidance to the Advisory Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal stakeholders.
• Drive the resolution of complex trading and operational challenges
• Foster strong relationships with internal partners, fund companies, and the field.
• Strategically manage relationships with over 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including creation, negotiation and execution of distribution agreement
• Develop and maintain marketing, disclosure, training, and educational materials, including managing internal and public website content.
• Identify opportunities to increase product awareness among Financial Advisors and clients and explore new product offerings with fund partners to support business growth and CIO alignment.
• Manage a suite of projects to enhance operational efficiency, improve the FA and client experience, and unlock revenue and cost saving opportunities.
• Forge and cultivate key partnerships across the firm to develop deep expertise in platforms and product offerings, encompassing both traditional and non-traditional assets.
• Monitor and analyze legislative, regulatory, and industry developments and lead the implementation of enhancements in collaboration with the Public Policy Office and internal control partners.
We’re looking for someone like that who can help us:
• Lead and direct the domestic and offshore mutual fund and money market fund business as the primary subject matter expert, providing strategic guidance to the Advisory Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal stakeholders.
• Drive the resolution of complex trading and operational challenges
• Foster strong relationships with internal partners, fund companies, and the field.
• Strategically manage relationships with over 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including creation, negotiation and execution of distribution agreement
• Develop and maintain marketing, disclosure, training, and educational materials, including managing internal and public website content.
• Identify opportunities to increase product awareness among Financial Advisors and clients and explore new product offerings with fund partners to support business growth and CIO alignment.
• Manage a suite of projects to enhance operational efficiency, improve the FA and client experience, and unlock revenue and cost saving opportunities.
• Forge and cultivate key partnerships across the firm to develop deep expertise in platforms and product offerings, encompassing both traditional and non-traditional assets.
• Monitor and analyze legislative, regulatory, and industry developments and lead the implementation of enhancements in collaboration with the Public Policy Office and internal control partners.