Director, Private Credit Product Specialist, Private Wealth Solutions

Fortress Investment•New York, NY

54d

About The Position

We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks.

Requirements

8-15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role.
Deep understanding of private credit markets and fund structures.
Demonstrated success supporting capital formation in private wealth channels.
Strong communication and presentation skills; ability to simplify complex investment concepts.
FINRA licenses (Series 7, 63, 24, or 66) preferred.
Bachelor's degree required; MBA or CFA a plus.

Nice To Haves

Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets.
Entrepreneurial mindset with a collaborative approach.
Experience with onboarding products to private wealth platforms.
Familiarity with regulatory and operational nuances of private wealth distribution.
Ability to manage multiple stakeholders and deliver under tight timelines.

Responsibilities

Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit.
Articulate investment philosophy, process, and performance to internal and external stakeholders.
Serve as the technical lead in client meetings, roadshows, and due diligence sessions.
Partner with sales and investor relations teams to support fundraising across private wealth channels.
Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms.
Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries.
Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc).
Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency).
Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs.
Contribute to thought leadership and market commentary tailored to private wealth audiences.
Act as a conduit between portfolio managers and distribution teams.
Participate in investment committee and deal pipeline meetings, as well as product strategy sessions.