About The Position

Proven record of leading complex, regulated product portfolios at scale with measurable commercial outcomes (AUM growth, margin expansion, adoption).

Requirements

  • 10-12 years of total related work experience preferred, including product management, operations, and client management
  • 5+ years in product management, investments, or alternatives distribution; expertise in private markets (PE, private credit, infrastructure, hedge funds) and brokerage channels.
  • Analytical fluency in product economics, pricing models, and financial modeling; comfort leading data and analytics initiatives.
  • Strong understanding of due diligence, fund onboarding, operational processes, and compliance frameworks across the product lifecycle.
  • Bachelor's degree or equivalent combination of education and experience required
  • Applicable local/regional licenses or certifications as required by the business; FINRA Series 7 and 63 or 65 or 66

Nice To Haves

  • Advanced/graduate degree preferred.
  • MBA or CFA or Product Leadership Certification preferred.
  • Intellectual curiosity with strong critical operations and systems thinking
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