What you will be responsible for
- Conduct business reviews and analysis to ensure key deliverables and milestones are met.
- Manage across multiple business units to provide value add resources needed to deliver a market leading product offering, including custody, fund services, securities lending, etc.
- Collaborate with multiple business units (including Sales, Product, Operations, and Technology) to assess client needs and expectations.
- Perform analysis on competitors and conduct market sizing to contribute to overall product strategy.
- Identify and evaluate third-party vendors to assess potential strategic alliances to enhance product offering.
- Plan major development initiatives and milestones by working with Sales, Product, Technology, Operations, and other groups to ensure a coordinated service delivery.
- Serve as a spokesperson for ETF services offering among industry participants and new and existing clients. Attend and participate in industry related events and tradeshows to maintain visibility and market awareness.
- Support sales and services as needed in regards to the ETF product category, including formal presentations to clients and prospects.
- Participate in the development of product functionality scorecard and metrics to continuously track and improve product-level financial success, customer adoption trends, product quality metrics, and more.
What we value
These skills will help you succeed in this role
- Experience with several types of investment products, such as, 1940 Act products, UCITS, swap based products, and other trusts.
- Familiarity with facets of the exchange traded product market space including, but not limited to: service provider selection, lead market maker selection, authorized participant assignment and transfer agency, order-taking and administration operations.
- Understanding of operational flows and business processes in ETF administration
Education & Preferred Qualifications
- Expert knowledge of securities industry (15+ years) and ETF products (10+ years), investment strategies, data providers, market trends and competitive landscape.
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