Role OverviewThe Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings. This role sits at the core of the Product Management team's design and governance function, responsible for defining the parameters, eligibility rules, and structural guardrails that govern how Private Wealth products and investment programs are built, offered, and administered.
What You Will Do
Primary responsibilities include defining and maintaining rules governing products and programs, establishing and documenting guardrails for new and existing products, designing and documenting operational and data specifications for investment advisory programs, and maintaining governance artifacts.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience in financial services, with meaningful exposure to investment products, wealth management, or investment advisory programs, and strong working knowledge of investment product structures, including mutual funds, ETFs, SMAs, and alternative investments.
Requirements
- 5+ years of experience in financial services
- Bachelor's degree required
- Strong working knowledge of investment product structures
- Experience with investment advisory models, fee structures, and regulatory framework
- Experience defining or working within product eligibility, program governance, or operational rules frameworks
- Demonstrated ability to translate complex business or regulatory requirements into clear, actionable specifications
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Discretionary bonus
- Paid holidays
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