Your Responsibilities:

  • Knowledge and strong understanding of ’40 Act registered products, inclusive of ETF and MF landscape and market trends a must
  • Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
  • Experience of working with Independent Trustees of ’40 Act registered products is a plus
  • Excellent oral and written communication skills are required
  • In-depth Financial Services/ Industry Knowledge is required
  • Highly flexible and adaptable to change
  • Leadership and organizational skills are required to determine the Business Unit’s goals, resources needed, and to assess and develop the skills of staff.


  • At least 15 years of investment strategy or strategy consulting leadership experience
  • A College or University degree and relevant Financial Services work experience is required
  • Advanced degree and/or CFA designation a plus.

Source: for more information click here.