Head of Product/Head of Service
About The Position
Join the founding team of AWM Portfolio Solutions, where we develop, manage, and launch differentiated investment solutions tailored to the evolving needs of AWM clients. This role blends strategic thinking, investment acumen, and execution excellence to shape the future of AWM. Join the founding team of AWM Portfolio Solutions, where we develop, manage, and launch differentiated investment solutions tailored to the evolving needs of AWM clients. This role blends strategic thinking, investment acumen, and execution excellence to shape the future of AWM.
Requirements
- Minimum 8 years of experience in product development, strategy, or investment-related project management.
- Proven ability to drive outcomes in a matrixed environment.
- Strong stakeholder engagement and relationship management skills.
- Bachelor's degree required
- Excellent communication, analytical, and problem-solving skills.
Nice To Haves
- Advanced degree preferred.
- CFP and/or CFA designation preferred.
Responsibilities
- Use market trends, client feedback, and data insights to identify opportunities and recommend product strategies for new and existing offers.
- Ensure product-market fit by aligning features, pricing, and positioning with AWM client needs.
- Maintain oversight over a portfolio of offers to align product/service strategy and delivery. This role "owns" Cash strategy and offer for AWM - identifies the right features, rate strategy and offer expansion needs for AWM clients and partners with the PI Cash team to ensure delivery end-to-end.
- Drive integration of AWM-specific features into enterprise-wide offers and initiatives, ensuring differentiation and relevance for AWM clients.
- Own the 3-year product roadmap for AWM Solutions, balancing client needs, business goals, and enterprise priorities.
- Collaborate with CDAO to deliver flow-of-funds data and build an investment product dashboard for AWM.
- Lead go-to-market planning, ensuring alignment across stakeholders and balancing innovation with feasibility.
- Build strong relationships across teams and foster transparent, proactive communication. Manage cross-functional workstreams and ensure timely execution.
- Embed risk mitigation, compliance, audit, and legal requirements into product development and delivery.
- Maintain technical and business knowledge to support implementation and governance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
