Equity Product Specialist & Client Portfolio Lead

Deutsche Bank; New York (NY); On-site; USD 94,000 - 168,000; Full time

Job summary

DWS Group in New York is hiring an Equity Product Specialist/Client Portfolio Manager to lead the product agenda for equity strategies. You will help cover liquid equity products across channels and work with sales, PMs, and marketing to position strategies.

You should bring strong market knowledge, strategic thinking, and the ability to execute initiatives. The role emphasizes collaboration, AI-enabled productivity, and delivering clear client insights.

Qualifications

• BA/BS degree or equivalent required.
• FINRA Series 7 and 63 licenses required within first year.
• Strong knowledge of capital markets and macro factors.
• Excellent communication and presentation skills.
• Ability to leverage AI tools while ensuring responsible use.

Responsibilities

• Assist in coverage and distribution of liquid equity strategies across channels.
• Support development and execution of market-, strategy-, and client-related initiatives.
• Independently prepare sales collateral and competitive analysis.
• Support new strategy development, positioning and unique selling points.
• Interface with portfolio management, sales, product management and marketing.

Skills

Capital markets

Analytical thinking

Execution oriented

Team player

Communication skills

AI tools usage

Education

BA/BS degree

FINRA Series 7 & 63 licenses within first year

Job description

DWS Group in New York is hiring an Equity Product Specialist/Client Portfolio Manager to lead the product agenda for equity strategies. You will help cover liquid equity products across channels and work with sales, PMs, and marketing to position strategies.

You should bring strong market knowledge, strategic thinking, and the ability to execute initiatives. The role emphasizes collaboration, AI-enabled productivity, and delivering clear client insights.