Wealth Management Solutions. Product Development – Vice President
On-siteNew York City, New York, United States or New York, United States
Job Summary
Lead all phases of the product development life-cycle for new mutual fund launches, including feasibility analysis, investment design, governance approvals, and end-to-end implementation. Provide thought leadership on investment solutions, product structure, and platform evolution by partnering with the CIO, sub-advisers, and key stakeholders to develop innovative approaches that enhance portfolio construction. Drive the development and implementation of new investment strategies, sub-adviser relationships, and product enhancements across the Six Circles platform while managing complex cross-functional project plans. Partner closely with Legal, Compliance, Middle Office, and Fund Administration to support ongoing management and enhancement of existing products within a highly regulated environment. Manage key relationships with sub-advisers and service providers to support successful product implementation and platform evolution. Requires 7+ years in financial services, SIE, Series 7, and 63 licenses.
Required Qualifications
- 7+ years of experience in financial services
- experience in product development of 1940 Act investment vehicles (mutual funds, ETFs)
- Strong knowledge of mutual funds and other managed investment products, including their operational, governance, and regulatory frameworks
- Demonstrated experience leading complex, cross-functional initiatives, including product launches, restructurings, operational enhancements, or regulatory change implementation
- Ability to provide thought leadership on investment product design, platform capabilities, and operating models, balancing investment objectives with operational, regulatory, and business considerations
- Exceptional project management and organizational skills, with the ability to manage multiple concurrent priorities, mitigate risks, and deliver results in a fast-paced environment
- Strong communication and presentation skills, including the ability to synthesize complex concepts into clear recommendations and executive-ready materials
- Proven ability to influence outcomes and build consensus across diverse stakeholder groups, including investment professionals, senior management, control functions, and external partners
- Strong analytical and problem-solving skills, with the ability to challenge assumptions, identify risks, and develop practical solutions to complex issues
- Collaborative team orientation coupled with strong ownership, attention to detail, and accountability for delivering high-quality results
- Proficiency with core MS Office applications (e.g. Excel and PowerPoint)
- SIE, Series 7, and 63 licenses
Desired Qualifications
- experience leveraging data analytics, AI tools, or programming languages (e.g., Python)
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