Job purpose:

  • This role, reporting to the Global Head of Product Management, leads investment product management for our multi-asset managed portfolio strategies including risk-based and outcome-based strategies
  • As product manager, you will own the product roadmap for our multi-asset strategies, lead the development of new product enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management to execute the strategy
  • The ideal candidate will identify and empathize with clients’ needs, understand the market demand and requirements, the competitive landscape and revenue impact/opportunities, serve as a subject matter expert on our multi-asset strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.

Your Responsibilities:

  • Own the development, lifecycle management including enhancements, extension and rationalization of our multi-asset managed portfolio product lines, including multi-asset income, target date and risk-based strategies
  • Develop committee proposals for new investment products as well as for enhancements, extension and rationalization of existing products
  • Lead investment product development and cross-functional launch efforts by following our product launch playbook
  • Develop investment product positioning content as well as working with internal parties to ensure representation of the multi-asset managed portfolio strategies is accurate and compelling
  • Answer product inquiries, assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence
  • Identify resources and collect information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape, and then use that intelligence to support messaging
  • Proactively identify product innovation and existing product positioning opportunities based on industry trends, current market environment and competitive advantages to meet customer needs
  • Perform analysis on key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.) to inform product design.


  • Minimum 7-10 years investment product development/management experience with deep understanding of all aspects of product development, positioning and implementation within a financial services environment
  • Demonstrated proficiency in interpreting and applying market and analytical research required
  • Highly effective communicator with excellent writing, presentation and interpersonal skills
  • Ability to articulate complex investment topics
  • Knowledge of advisor channels, primarily independent RIAs and Broker/Dealers; experience working with the financial advisor community and/or managed account platforms a plus
  • Proven track record of leading large, cross-functional projects or initiatives
  • Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically
  • Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams
  • Bachelor’s degree required; MBA preferred, CFA designation a plus
  • Full-time position based in Chicago, IL; minimal travel including international locations is possible.

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