Sr Product Manager Value Equities
Overview
Senior Product Manager leads product line support for investment platforms within Fundamental Equities. Owns collateral updates drives stakeholder coordination ensures compliance and supports business development across retail and institutional channels. Known for deep expertise and cross‑functional leadership.
What You'll Do11
- 1Own month‑quarter product collateral creation including presentations factsheets commentaries infographics annual reports risk performance data
- 2Coordinate cross‑functional stakeholders to guarantee clear compliant messaging and timely delivery of client‑facing content
- 3Support regulatory governance tasks such as fund board materials prospectus SAI reviews and reporting
- 4Act as primary contact for marketing and RFP teams maintaining accurate product data and consultant databases
- 5Maintain quality control for product websites and internal content to keep information current and aligned with disclosures
- 6Lead product change management by aligning stakeholders and delivering timely updates across collateral systems
- 7Partner with CPMs and investment teams to drive collaboration across product distribution and marketing functions
- 8Provide analytical insights by compiling and interpreting market data to inform product strategy and prioritization
- 9Conduct competitive and peer analysis using Morningstar eVestment and related tools to enhance positioning and go‑to‑market workflow
- 10Manage and coach other product and associate managers handling workflow delegation and quality standards
- 11Represent product team in internal and external sales communications and respond to ad hoc requests
Requirements10
- 15‑7 years related experience in financial services preferably asset management
- 2Proficiency with equities asset classes and understanding of financial markets investment concepts and processes
- 3Experience managing others in a player/coach capacity
- 4Strong technical skills including Microsoft Office Morningstar eVestment Bloomberg and AI tools
- 5Analytical abilities focused on data content management research writing and marketing
- 6Passion for investment industry and capital markets
- 7Entrepreneurial mindset with continuous improvement and risk‑taking tendencies
- 8Detail‑oriented and deadline driven
- 9Undergraduate degree required preferably business or related field
- 10Series 7 and 63 licenses obtained within six months of hire
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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