Investments Product Manager Job Description
Investments Product Manager Duties & Responsibilities
To write an effective investments product manager job description, begin by listing detailed duties, responsibilities and expectations. We have included investments product manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Investments Product Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Investments Product Manager
Typically a job would require a certain level of education.
Employers hiring for the investments product manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in MBA, Business, Finance, Economics, Engineering, Accounting, Marketing, Computer Science, Education, Marketing and Management
Skills for Investments Product Manager
Desired skills for investments product manager include:
Desired experience for investments product manager includes:
Investments Product Manager Examples
Investments Product Manager Job Description
- Support all areas of the business as an expert for assigned coverage
- Create and update presentations and other marketing outputs, ensuring the quality and integrity of product data and client-facing materials
- Continually improve controls by working closely with supervising managers, compliance, legal, business partners and stakeholders
- Establish and grow strategic relationships and partnerships to help execute strategy
- Product Development- assist senior members of the Product Management team with new product development and existing product line rationalization
- Support High Net Worth segment growth with innovative and competitive products supported with needs proposition
- Provide product management function between distribution channels and product providers
- Ensure product price competitiveness and feature benefit suitability to meet needs of our target customer segments
- Ensure proper knowledge and competency of products are understood by sales persons through active management and participation of product training and support of products
- Manage strategic partnerships with insurers and development of bancassurance strategy to penetrate the customer base
- Thorough knowledge/understanding of the assigned products
- Ability to think beyond immediate future
- Identifies and develops opportunities for revenue growth/cost containment
- Solid understanding of the market dynamics affecting interest rates
- Ensure end-to-end management of products and campaigns across channels, including end-to-end operational and sales processes, product certification and training, service follow-ups
- Independently leverages market intelligence, competitive analysis, customer research, and client/member feedback
Investments Product Manager Job Description
- Translates customer "needs" and "wants" into requirements, and shepherds requirements through to delivery through collaboration with design and technology partners
- Understanding the strategy and product roadmap to ensure product backlog prioritization is in alignment with the roadmap timing of customer facing features/functionality
- Developing innovative product recommendations based on customer feedback, User experience (UX) interpretation of customer feedback, commercial / technical / legal assessments, and leveraging their own domain of experience
- Refining and prioritizing the product backlog, including non-functional requirements, on a regular basis in collaboration with the team such that it mitigates operational / technical / financial risk, accelerates team learning, achieves expected outcomes and optimizes the value of the work performed
- Ensuring in advance that there are enough ready User Stories in the product backlog at all times and that the Product backlog is visible & transparent showing what the team will work on next
- Organizes and co-ordinates user acceptance planning and testing to ensure solution aligns to the overall client experience
- Develops detailed requirements, feature definitions and implementation plans
- Build a reputation as “Product Expert” for assigned funds and programs
- Build exceptional relationships with key Portfolio Managers and wholesaling team
- Develop and implement proactive ideas and provide reactive tactical support to aid the Sales organization in gaining traction in the marketplace
- Coordination of reporting for Private Equity Feeder Fund
- Ensuring appropriate flow of information by contact with fund managers, fund administrators, auditors
- Cash flow management on Private Equity Feeder Fund level
- Performing audit-related activities for Feeder Funds
- Robust and in-depth competitive analysis and strategy positioning
- Proactively recommend product line enhancements
Investments Product Manager Job Description
- Lead strategic initiatives in business model development and investment cases
- Anticipate upcoming changes within the industry and make recommendations to deal with and/or benefit from such changes
- Define opportunities in target customer segments, across key customer journeys from onboarding, transacting, paying bills, investing
- Develop project plans to launch new products and services, and/or enhancements
- Coordinate and foster collaborative relationships within the team
- Provide input and contribution to the overall Superannuation, Retirement and Investments Wealth Strategy and Roadmap
- Accountable for ensuring the Investment Product Management team tasks are operational, maintained and delivered on time
- Accountable for the ongoing BAU requirements of the Investment Product Management team PDS disclosure (Investment Options Booklet), Annual Product Updates, Annual Reports, Annual Statements, Significant Event Notices, product communications, incident and breach management, performance queries, Net Promoter Score (NPS)
- Act as the Subject Matter Expert on Investment Product Management relevant Projects
- Work with the Product Governance team to establish and document Standard Operating Processes to maintain and retain the knowledge within the Investments Product Management team
- 8 to 10 years in consumer internet / ecommerce / financial service / management consulting or related industries specially focused on the India market
- Domain knowledge and extensive experience in the wealth management space is advantageous
- Experience in working cross-functionally and across regions and functions to drive strategy development, program success and KPIs
- A good team player who is able to work well with product specialist, operational teams, technical teams and external vendors
- Client facing experience demonstrating platform or product capabilities
- Skilled powerpoint user
Investments Product Manager Job Description
- Support the SPPM and PM to provide input to the overall Superannuation, Retirement and Investments Wealth Strategy and Roadmap
- Assist the PM to ensure the Investment Product Management team tasks are operational, maintained and delivered on time
- Assist with the ongoing BAU requirements of the Investment Product Management team
- Assist the PM to act as the Subject Matter Expert on Investment Product Management relevant Projects
- Maintain a comprehensive understanding of all RI investment strategies and asset classes while serving as the primary specialist for a suite of RI Index strategies
- Interact frequently with Sustainable Research Department, serving as the principal conduit for all investment related content and messaging associated with RI/ESG processes
- Create and update PPSG investment reports
- Manage ad-hoc projects involving varying degrees of complexity and with competing deadlines
- Serve as an expert in numerous analytical tools and their respective capabilities
- Enhance the advisory and controls environment focusing on wealth management supervision and controls
- Reconciliation of various financial documents and checking accuracy and correctness of information
- High proficiency in Microsoft Office Suites, especially Powerpoint and Excel
- Thorough understanding of the Investments options available on Mastertrusts and Platforms
- Proven experience in successful stakeholder management including Fund Managers, Boards and Regulators
- Developing track record of delivering superior financial results and initiatives that make it simple and easy for customers
- RG146 qualification
Investments Product Manager Job Description
- Understand and improve the controls in relation to wealth management equity and fixed income strategies, Rule 206(4)-7, 40 Act and the advisory platform which includes account opening and activity look back, guideline reviews, mutual fund sales practices and cross boarder activities
- Ensure timely and concise communication and understand the various processes and procedures performed within JPMS
- Coordinate and supervise ongoing oversight
- Be a leader in unstructured situations and ensure an optimal experience
- Work with people at all levels in the organization with various backgrounds
- Regularly collaborate and communicate with various partners
- Identify, track and escalate issues and follow through to resolution
- Create documentation, procedures, presentations, and status updates as needed
- Develop strong relationships and gain the confidence of peers and colleagues
- 8+ years of Insurance industry experience, including defined product management roles & responsibilities
- Minimum 5 years related experience with an investment manager in product management, client service or investment-related role
- Adept at using industry tools and analytical systems to fulfill primary responsibilities
- Can successfully work independently within tight time constraints and deadlines
- Exemplary written and verbal communications
- Strong initiative, energetic work habits and dedication to job
- Ideally some background with RI or ESG products