Fund Product Strategist: Strategy, Launch & Growth

Transamerica; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job description

Position Overview

As a Product Strategist at Transamerica Asset Management, you will be responsible for product development and product management of a subset of U.S. funds (Mutual Funds, ETFs) and their non‑registered funds (CITs), including oversight of the lifecycle and viability of the funds.

Responsibilities

• Define, develop and deliver products to support Transamerica Asset Management’s strategy and product management function.
• Develop new U.S. funds, including product design, investment vehicle(s), and implementation.
• Oversee product management of U.S. investment vehicles and sub‑funds, including ongoing profitability analysis, review of fund fees and expenses, and interaction with Management Company, intermediaries and regulatory/compliance units.
• Recommend changes to fund structures, expense allocations, total expense ratios (TER), and rationalization of individual funds and/or sub funds.
• Carry out sub‑advisory relationship management.
• Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution.
• Create and deliver presentations to senior management and peers on R&D research outcomes; highlight strategic recommendations for new products, enhancements, etc. Promote overall strategy and day‑to‑day tactics.
• Support with complex, strategic projects, including commercial, regulatory, and governance.
• Contribute to market analysis to identify product opportunities and improve the competitive positioning of the product range.
• Contribute to the development of marketing support, including key messaging and promotion to support sales efforts, asset retention, and drive awareness.
• Collaborate with training team on product training calls and materials.

Required Qualifications

• Bachelor's degree in a business related field or equivalent experience.
• 1-3 years of experience in a product management/product development role.
• Experience in a sales‑driven, multi‑channel, distribution environment.
• In‑depth understanding of the mutual fund industry as it relates to the UCITS and non‑UCITS environment.
• In‑depth understanding of investment products, the financial industry, and capital markets.
• Knowledge of structuring and the operation of Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions.
• Strategic thinker and self‑starter to drive strategy for the product portfolio.
• Analytical skills to translate information into strategic and tactical recommendations.
• Communication skills to deliver presentations and create investment content for delivery through print and digital mediums.
• Project management skills.
• Team player with excellent interpersonal skills to establish and maintain relationships with business groups at all levels of the organization.
• Experience using industry databases (e.g. Morningstar, eVestment, Simfund, Lipper, Bloomberg).
• Proficient using MS Office (Word, Excel, PowerPoint).

Preferred Qualifications

• FINRA Series 7
• CIMA

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten paid holidays per year
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen days of paid parental leave per calendar year to eligible employees with at least one year of service
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

EEO Statement

Transamerica Asset Management is committed to fostering a diverse workforce and an inclusive culture. We value diversity in all its forms and encourage all qualified applicants to apply.