Senior Director, Investment Product Management
About The Position
WTW is seeking an experienced investment product management professional to support the development, launch, management, and enhancement of institutional and wealth management investment solutions across Collective Investment Trusts (CITs), mutual funds, ETFs, separately managed accounts (SMAs), and alternative investment structures. The Director of Investment Product Management will partner closely with the Head of Product – North America to transform strategic business plans into executable product initiatives, coordinate cross-functional product development activities, manage ongoing product governance processes, and drive successful commercialization of new and existing investment solutions. This role is ideal for a seasoned asset management product professional who combines deep investment vehicle expertise with strong project management, analytical, and stakeholder engagement capabilities.
Requirements
- Experienced investment product management professional
- Deep investment vehicle expertise
- Strong project management capabilities
- Strong analytical capabilities
- Strong stakeholder engagement capabilities
- Seasoned asset management product professional
Responsibilities
- Lead day-to-day execution of product development initiatives from concept through launch.
- Coordinate product launches across legal, compliance, operations, trading, marketing, distribution, finance, and external service providers.
- Develop detailed product business cases, market assessments, and implementation plans.
- Partner with investment teams to evaluate new product opportunities and enhancements.
- Assist in the development and maintenance of product roadmaps across institutional and wealth management channels.
- Support product structure evaluation including CITs, mutual funds, ETFs, SMAs, model portfolios, and alternative investment vehicles.
- Conduct market research and competitive intelligence to identify industry trends, client demand, emerging vehicles, and competitive positioning opportunities.
- Analyze distribution trends across retirement, OCIO, advisory, and wealth management channels.
- Prepare strategic recommendations regarding product launches, consolidations, and enhancements.
- Monitor product performance and provide recommendations for growth initiatives.
- Support product governance committees and maintain governance documentation.
- Coordinate product reviews and ongoing oversight activities.
- Partner with Legal and Compliance teams regarding regulatory requirements affecting investment products.
- Assist in managing relationships with trustee banks, fund administrators, custodians, and other service providers.
- Maintain product policies, operating procedures, and control frameworks.
- Partner with sales teams to translate client and market feedback into product enhancements.
- Support client presentations, consultant meetings, and product due diligence discussions.
- Prepare product positioning materials, competitive analyses, white papers, and executive presentations.
- Coordinate responses to RFPs, consultant questionnaires, and product due diligence requests.
- Develop and maintain product dashboards and KPI reporting.
- Analyze product profitability, asset growth, flows, utilization, and client adoption metrics.
- Support financial modeling and forecasting for new product initiatives.
- Monitor market share and competitor product developments.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
