Investment Product Manager: Strategy & Content

Westwood Holdings Group; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

401K with company match

Collaborative work environment

Job summary

Westwood Holdings Group, Inc. in Dallas is seeking a Product Manager to support strategic product initiatives across investment offerings.

You will bridge product management, market research and cross-functional collaboration to support distribution across institutional, intermediary and private wealth clients. The role requires strong financial writing and the ability to translate investment strategy, performance drivers and market developments into clear client-ready narratives.

Qualifications

• Bachelor’s degree in business, finance, marketing or economics required.
• Series 7 and 63 licenses preferred; strong financial fluency a must.
• Minimum 5+ years in investment product management, financial services or related field.
• Ability to translate investment concepts into client-ready content.

Responsibilities

• Support development and execution of investment product initiatives across offerings.
• Prepare investor-facing commentary, fund updates and market content for multiple audiences.
• Coordinate with sales, compliance, digital and portfolio management for launches.
• Assist with RFPs, DDQs and central content repository maintenance.

Skills

Investment knowledge

Written communication

Cross-functional collaboration

Analytical skills

Education

Bachelor's degree in business, finance, marketing or economics

Licenses: Series 7 and 63 (preferred)

Tools

Morningstar Direct

Bloomberg Terminal

FactSet

Seismic

Salesforce

Job description

Westwood Holdings Group, Inc. in Dallas is seeking a Product Manager to support strategic product initiatives across investment offerings.

You will bridge product management, market research and cross-functional collaboration to support distribution across institutional, intermediary and private wealth clients. The role requires strong financial writing and the ability to translate investment strategy, performance drivers and market developments into clear client-ready narratives.