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Manager, RIA Product Specialist
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Job Description
- Req#: R-100435
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $140,000
- Opportunity for career advancement and professional growth within the organization
- Flexible hybrid work model, allowing you to choose your preferred work environment
- Comprehensive training programs for both internal and external teams
- Engage with industry forums to keep knowledge current and build professional networks
- Strong emphasis on collaboration and building relationships across the organization
What to Expect (Job Responsibilities):
- Manage the full suite of advisory-based products and services to drive the firm's product strategy
- Conduct risk assessments and due diligence on various products and investment platforms
- Partner with Compliance and Legal Counsel to maintain up-to-date selling agreements and disclosures
- Lead the onboarding process for approved products and selling agreements across functional areas
- Provide ongoing education and training programs regarding advisory-based products to internal and external teams
What is Required (Qualifications):
- Bachelor's Degree in Finance or a related discipline
- 7-10 years of experience in financial services, preferably as a product manager or in a similar position
- FINRA Series 7 and 65/66 licenses required
- Strong expertise in investment products and Envestnet's investment platform
- Excellent organizational skills with the ability to manage multiple tasks under tight deadlines
How to Stand Out (Preferred Qualifications):
- Master's Degree or industry designation (CFA, CFP, CIMA, CAIA) preferred
- Proven leadership capabilities with experience building high-performing teams
- Process improvement experience
- Strong training, coaching, and feedback skills
- Detailed knowledge of Broker/Dealer & RIA operations and compliance
#FinancialServices #ProductManagement #CareerOpportunity #HybridWork #InvestmentProducts #Leadership
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