We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax-exempt fixed income SMA products. The Product Manager will be responsible for driving SMA product initiatives in the intermediary channel, articulating a strategy's value proposition, and providing analytical support for client needs.
Requirements
- Support sales teams with SMA transition analysis requests, client meetings, and presentations with product expertise.
- Offer expertise on fixed income SMA products and provide product-related support and insights.
- Act as a firm-wide resource related to SMA product information, competitive positioning, market trends, pricing trends, etc.
- Collaborate with National Accounts team on additional product placement to expand distribution.
- Partner with investment teams and marketing to develop and maintain SMA product marketing content;
- Drive product campaigns in coordination with sales, marketing, and investment teams, ensuring all contributors are accountable for their deliverables, and escalate, when necessary, to meet milestones.
- Own strategic level messaging and positioning, including product features, client benefits, investment merit, and competitive differentiation for the target client.
- Build an integrated view of the product landscape and opportunities using performance analyses, client feedback, competitive intelligence, investment trends, and industry developments.
- Identify product gaps and opportunities to recommend SMA product launches, development, or repositioning initiatives and present recommendations for actionable business plans and campaigns.
- Produce Ad-hoc competitive analysis to answer client inquiries regarding NB fixed income SMA strategies
- Partner with Product Development on new launch and enhancements of existing products across regions/channels.
- Establish processes for monitoring product performance, product enhancements, risk, client experience, and quality (e.g. portfolio management changes, sales/marketing program, benchmarks, etc).
- Communicate the status of product initiatives to senior management and internal partners.
- Ensure products are optimized to meet performance and risk targets, and client expectations; Recommending product rationalization as needed.
- Contribute to developing the firm's SMA product priorities, roadmaps, and establish measurable goals aligned to the business strategy.
- Partner with investment operations to identify opportunities on improving process efficiencies of manager traded strategies.
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
