First Citizens Wealth is looking to drive planning and execution of investment-related products and solutions to support strategic growth targets
Requirements
- Managed account programs
- Trading program overlays
- Associated fee structures
- Investment related services
- Platform providers associated with new investment solutions
- Quantitative analysis
- Business unit strategy
Responsibilities
- Development - Assists in all stages of business product development, with a focus on supporting strategic growth of the Wealth unit through creation of new solutions and enhancing existing solutions
- Product Management - Ensures products are developed and managed with a coordinated strategy
- Market Analysis - Maintains competitive and ongoing knowledge of market changes
- Customer and Advisor Engagement – Aligns with target customer and advisor experience through all stages of a product use
- Leads selection and onboarding of new vendors as well as business requirements definition as needed in support of new solutions and services
- Executes with command of all initiative needs, tracks and reports progress to appropriate parties
- Handles complex and escalated product issues
Other
- Bachelor's Degree and 6 years of experience in Wealth Product Management OR High School Diploma or GED and 10 years of experience in financial services Product Management broadly
- Communication and clarity with senior leadership on product design
- Ensuring alignment with best practices standards needed for a large financial institution (LFI)
- Collaborates with both internal and external parties to implement enhancements and monitor development status and success
- Attends industry conferences or participates in sales activities to gauge market trends
