Director, Investment Product Platform
Core
Defines and implements product development, sales, and marketing strategy for investment products and portfolios with P&L accountability.
Role type
Director, Investment Product Platform
Builds
Investment product portfolios, managed account programs, and advisory platforms
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Product strategy definition, Business case development, Roadmap planning, Pricing and fee architecture, Financial modelling, Risk governance, Change management, Stakeholder alignment, Regulatory compliance, Data analytics
Preferred skills
Investment certifications (CIM, CFA, MBA), Wealth technology platform experience, AI-enabled productivity tools proficiency
Technologies
Power BI, Excel, PowerPoint, Copilot
Responsibilities
Conduct market research, forecasting, and competitive analysis; Lead pricing and fee architecture initiatives; Oversee business analytics and insights for portfolio profitability; Drive business case development and product lifecycle management; Identify and manage risks associated with products; Lead large-scale change management and operational process design initiatives.
Seniority
Director, strategic leadership & execution