Lead Product Manager - Alternative Investments

• Support the expansion of the alternative investments platform and lead fund launch efforts across private equity, private credit, private real assets, and hedge fund offerings
• Contribute to platform growth initiatives, ensuring alignment with business objectives and strategic targets
• Oversee and manage agreements with external investment managers, including leading business negotiations and maintaining strong partnerships
• Maintain deep product knowledge for assigned investment offerings, ensuring accurate representation and support across the organization
• Serve as a subject matter expert (SME) on alternative investment products, processes, and strategies for internal consultants, investment professionals, and cross-functional teams
• Lead fund onboarding processes, including the creation and approval of marketing collateral, term sheets, and product pages, while ensuring compliance with regulatory standards
• Manage product-specific collateral for both open and closed alternative investment offerings
• Resolve escalated issues related to marketing materials and performance reporting, ensuring timely and accurate communication
• Coordinate the publication schedule for product collateral updates in collaboration with internal and external stakeholders
• Develop educational materials and respond to ad-hoc sales and product support requests, providing hands-on product management
• Collaborate with internal teams including broker/dealer, Private Bank, consulting, marketing, legal, compliance, and operations to support product initiatives and platform success

5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• A BS/BA degree or higher in accounting, finance, or economics
• CFA and/or CAIA designation
• Experience developing and cultivating professional relationships
• Ability to manage complex business processes associated with projects
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of advertising: branding, merchandising, and collateral development
• Strong analytical skills with high attention to detail and accuracy
• Experience developing and implementing project level processes, procedures and performance metrics
• Ability to negotiate agreements or contracts
• Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Experience creating PowerPoint presentations including charts and graphs for investment clients