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Strong brand, mid-level product role, metro location, and generalist requirements increase candidate competition.
Role requires finance and wealth-management domain expertise, limiting cross-industry transferability.
No explicit years but requires domain-specific wealth product and compliance experience, making filters moderately strict.
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Manage product lifecycle for fee-based, third party products, and Privately Managed Portfolios in wealth management.
Develop and execute long-term growth plans for asset book, including product innovation, advisor experience enhancement, and operational improvements.
Monitor sales and profitability against targets; provide monthly insights and perform market research and competitive analysis to guide product strategy.
Graduate degree mandatory.
Experience with managing third-party financial products such as Mutual Funds, Insurance, PMS, PE Funds is required (explicit duration not mentioned).
Proven ability to manage product lifecycle including pricing strategy and business case development.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced in wealth management product management with strong knowledge of various investment products and market trends.
Capable of strategic planning and stakeholder management, including maintaining key enterprise relationships and product advisory groups.
Able to work cross-functionally with wealth managers to support investment planning and client issue resolution.