Director, Wealth Benchmarks Product Management

About the Role

Key Responsibilities

• Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management.
• Conduct market research and competitive analysis to support new product initiatives and strategic sales efforts.
• Meet with current and potential clients to understand market needs and gather product innovation ideas.
• Own tactical execution of the product roadmap including new index development, onboarding new clients, and improving operational processes.
• Support the business through analysis and content creation for thought leadership materials such as blogs, white papers, and videos.
• Collaborate with the Research and Design team on index design.
• Plan and coordinate competing priorities and resources required to deliver on team objectives and key results using an AGILE framework.
• Identify growth opportunities and contribute towards developing a robust pipeline for expansion of existing indices and index launches.
• Collaborate across Product Management team members and wider internal stakeholders to support both product and global initiatives.
• Take direction from senior product management leadership and work closely with other product managers across the organization.

Requirements

• Undergraduate degree required; master's degree in a relevant field or progress towards a CFA Charter is a plus.
• 10+ years of relevant work experience.
• Understanding of benchmarks and their role in the investment process, especially within Asset Management and Wealth Management.
• Familiarity with the Asset Management and Wealth Management landscape, model portfolios, and portfolio theory.
• Experience working in wealth and/or investment management with a focus on portfolio construction.
• Self-driven with strong research and innovation skills.
• Strong multi-tasking capabilities and ability to handle a dynamic, fast-paced environment.
• Strong analytical and quantitative skills, comfortable working with large datasets.
• Excellent written and verbal communication skills, capable of delivering high-quality presentations.
• Ability to interact with sophisticated clients, ask questions, and advise on client solutions.
• Knowledge of financial packages such as FactSet, Capital IQ, Morningstar, Eikon, is desirable.
• Demonstrated ability to work independently and as part of a team, influencing others and gaining consensus.
• Comfortable dealing with ambiguity and steep learning curves.

Nice to Have

• Progress towards a CFA Charter.
• Knowledge of financial packages such as FactSet, Capital IQ, Morningstar, Eikon.

Qualifications

• Bachelor's degree required; master's degree or progress towards CFA preferred.
• 10+ years of relevant experience.

Benefits & Perks

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off to stay energized.
• Continuous Learning: Access to resources for career growth and skill development.
• Invest in Your Future: Competitive pay, retirement planning, continuing education, and financial wellness programs.
• Family Friendly Perks: Benefits for partners and children.
• Beyond the Basics: Retail discounts, referral incentives, and other small perks.