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.

Source: for more information click here.

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