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Private Client Services Product Manager

Private Client Services Product Manager

CompanyCapital Group
LocationSan Francisco, CA, USA, Los Angeles, CA, USA, Irvine, CA, USA, Chicago, IL, USA, Culver City, CA, USA, New York, NY, USA, Atlanta, GA, USA
Salary$135921 – $287278
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • You have a bachelor’s degree in finance, business, or a related field, and 7+ years of experience in investment services, with a focus on alternatives and private market asset classes.
  • You enjoy solving complex problems and collaborating with stakeholders to implement creative solutions and operational processes.
  • You demonstrate in-depth knowledge of the wealth management business.
  • You demonstrate advanced knowledge of alternative investment products and the competitive landscape and trends.
  • You demonstrate advanced knowledge of investment analysis and asset allocation concepts as acquired through CFA, CAIA, and/or CPWA, or similar designations.
  • You are a credible and collaborative thought-partner for Private Wealth Advisors, Client Relationship Teams, and Portfolio Specialists to develop appropriate recommendations and join meetings with clients to help explain alternative investments.
  • You have effective written and oral communication skills and can engage with a wide range of stakeholders (advisors, clients, senior business leaders and investment professionals).
  • You have experience mentoring associates and managing a team directly and/or in a matrixed environment.

Responsibilities

  • You will be responsible for the full product development and management life cycle for investment products and services offered to PCS’ high-net worth clients.
  • You’ll be primarily responsible for leading the expansion of PCS’ alternative investment services platform as well as overseeing the existing investment services and capabilities (SMAs, ETFs, third-party funds, etc.).
  • You’ll build out and manage marketing materials, due diligence, policy and operational processes.
  • You’ll educate advisors and meet with clients to explain alternatives investment strategies and results.
  • You’ll help to develop asset allocation guidance.
  • You’ll partner with Private Client Operations and PCS IT to develop scalable processes and infrastructure.

Preferred Qualifications

    No preferred qualifications provided.