NA Investments Product Development Leader

WTW•Boston, MA

22d

About The Position

This is an opportunity to work as part of an innovative and forward-thinking global organization that recognizes and values employees as being their greatest asset. As a Senior Director of Investment Product Strategy at WTW, you will serve as a senior executive leader responsible for defining and executing the strategic vision for our investment product offerings across all of our investment channels including defined benefit , defined contribution and wealth management Your extensive expertise will drive enterprise-wide product innovation, strategic partnerships, and commercial growth while providing thought leadership that positions WTW as a market leader in institutional investment solutions. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role: Strategic Leadership & Vision: Define and execute the long-term product strategy aligned with WTW's enterprise objectives and market opportunities across wealth management and institutional segments. Serve as a subject matter expert and thought leader, both with internal stakeholders and externally in strategic partnerships with banks, trust companies, Asset managers and distribution platforms. Lead the development of multi-year product roadmaps that anticipate market evolution, regulatory changes, and emerging client needs across CITs, '40 Act products, and alternative investment structures. Establish and maintain strategic relationships with senior executives at trustee banks, fund administrators, custodians, and major distribution platforms to enhance WTW's competitive positioning. Collaborate with C-suite and senior leadership to shape firm-wide investment strategy, resource allocation decisions, and go-to-market approaches. Drive thought leadership initiatives including white papers, market research, and industry benchmarking that position WTW as a premier provider of institutional investment solutions. Enterprise Product Development: Oversee the end-to-end product development lifecycle for complex, multi-billion dollar investment products across various asset classes and vehicle structures. Lead the evaluation and selection of product structures (CITs, mutual funds, ETFs, SMAs, private funds) that optimize client outcomes, operational efficiency, and commercial success. Direct comprehensive competitive intelligence operations, conducting deep market analysis to identify white space opportunities and strategic product positioning. Establish product governance frameworks, investment policies, and fiduciary oversight structures that meet institutional standards and regulatory requirements. Navigate complex regulatory landscapes across multiple jurisdictions, working with legal counsel to structure products that comply with ERISA, '40 Act, banking regulations, and tax requirements. Oversee financial modeling, business case development, and P&L management for the product suite, ensuring revenue targets and profitability objectives are achieved. Team Leadership & Organizational Development: Build, mentor, and lead a high-performing product management team, providing strategic direction and professional development opportunities. Establish best practices, processes, and frameworks for product development that can scale across the organization. Foster a culture of innovation, collaboration, and client-centricity within the product organization and across cross-functional teams. Serve as a trusted advisor and escalation point for complex product decisions, client negotiations, and strategic initiatives. Partner with HR to attract, retain, and develop top-tier product management talent with expertise in institutional investment products. Client & Stakeholder Engagement: Engage with client and sales teams to understand evolving needs and translate them into product solutions. Cultivate relationships with industry consultants, pension advisors, and gatekeepers who influence product selection decisions. Represent WTW in industry associations, working groups, and regulatory comment processes to shape industry standards and best practices. Innovation & Market Positioning: Champion product innovation initiatives that differentiate WTW in the marketplace, including alternative investment structures, custom solutions, and technology-enabled offerings. Monitor and assess emerging trends in investment products, distribution channels, and competitive dynamics to inform strategic decision-making. Drive the evolution of WTW's product architecture to address changing market demands, including product structures and asset class innovation Establish metrics and KPIs to measure product performance, client satisfaction, and market share, using data-driven insights to inform continuous improvement.

Responsibilities

Define and execute the long-term product strategy aligned with WTW's enterprise objectives and market opportunities across wealth management and institutional segments.
Serve as a subject matter expert and thought leader, both with internal stakeholders and externally in strategic partnerships with banks, trust companies, Asset managers and distribution platforms.
Lead the development of multi-year product roadmaps that anticipate market evolution, regulatory changes, and emerging client needs across CITs, '40 Act products, and alternative investment structures.
Establish and maintain strategic relationships with senior executives at trustee banks, fund administrators, custodians, and major distribution platforms to enhance WTW's competitive positioning.
Collaborate with C-suite and senior leadership to shape firm-wide investment strategy, resource allocation decisions, and go-to-market approaches.
Drive thought leadership initiatives including white papers, market research, and industry benchmarking that position WTW as a premier provider of institutional investment solutions.
Oversee the end-to-end product development lifecycle for complex, multi-billion dollar investment products across various asset classes and vehicle structures.
Lead the evaluation and selection of product structures (CITs, mutual funds, ETFs, SMAs, private funds) that optimize client outcomes, operational efficiency, and commercial success.
Direct comprehensive competitive intelligence operations, conducting deep market analysis to identify white space opportunities and strategic product positioning.
Establish product governance frameworks, investment policies, and fiduciary oversight structures that meet institutional standards and regulatory requirements.
Navigate complex regulatory landscapes across multiple jurisdictions, working with legal counsel to structure products that comply with ERISA, '40 Act, banking regulations, and tax requirements.
Oversee financial modeling, business case development, and P&L management for the product suite, ensuring revenue targets and profitability objectives are achieved.
Build, mentor, and lead a high-performing product management team, providing strategic direction and professional development opportunities.
Establish best practices, processes, and frameworks for product development that can scale across the organization.
Foster a culture of innovation, collaboration, and client-centricity within the product organization and across cross-functional teams.
Serve as a trusted advisor and escalation point for complex product decisions, client negotiations, and strategic initiatives.
Partner with HR to attract, retain, and develop top-tier product management talent with expertise in institutional investment products.
Engage with client and sales teams to understand evolving needs and translate them into product solutions.
Cultivate relationships with industry consultants, pension advisors, and gatekeepers who influence product selection decisions.
Represent WTW in industry associations, working groups, and regulatory comment processes to shape industry standards and best practices.
Champion product innovation initiatives that differentiate WTW in the marketplace, including alternative investment structures, custom solutions, and technology-enabled offerings.
Monitor and assess emerging trends in investment products, distribution channels, and competitive dynamics to inform strategic decision-making.
Drive the evolution of WTW's product architecture to address changing market demands, including product structures and asset class innovation
Establish metrics and KPIs to measure product performance, client satisfaction, and market share, using data-driven insights to inform continuous improvement.