Job Description
Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 17-Apr-2026. The posting may close early due to the volume of applicants. Team Overview: In this role, you will work closely with the Senior Product Leader and/or General Partner to develop and execute the firm's product management and strategy for managed investments (I.e., Mutual Funds, ETFs, UITs, 529 plans, Money Market Funds and Donor Advised Funds) to ensure branch teams have quality products and support needed to help clients achieve their financial goals. This is an individual contributor role. What You'll Do: Lead highly visible and impactful initiatives tied to Managed Investments products involving a great degree of collaboration, analysis, presenting and subject matter expertise. Responsible for product partner relationships of significant size, complexity, number, and impact to: manage and maintain their portfolio of products including making recommendations to add / remove / change products or product partners as needed. shape and drive execution of business plans that align with firm strategic direction. ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages, and compliant. Assist in the design of efficient and effective ongoing processes and controls. influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience. resolve complex and broad product partner issues as escalated. Determine root cause and apply critical thinking to prevent future occurrences. regularly interface with product partner peer contacts (I.e., key account managers, product managers, national sales managers, and opera