Product Strategist: Private Wealth & Alternatives

Coda Search│Staffing; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Coda Search is partnering with a leading alternative asset manager to hire a Product Strategist for its Private Wealth team in New York. This role will serve as a primary product and investment resource, translating complex strategies into clear materials for advisors and investors, and collaborating with Sales, Investor Relations, Product, Investment, Legal, and Marketing.

The ideal candidate has 3+ years in product strategy or investor relations, a strong grasp of private markets, and

Qualifications

• 3+ years of experience in product strategy or investor relations.
• Strong understanding of alternative investments and private markets.
• Experience supporting wealth-management audiences is highly preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as a subject-matter expert on the firm’s alternative investment products.
• Support client meetings, product presentations, and advisor education.
• Develop and maintain product positioning, narratives, and presentations.
• Translate complex investment strategies into clear messaging for wealth management audiences.
• Coordinate with Legal, Compliance, and Marketing to ensure accurate communications.

Skills

Communication

Product strategy

Investor relations

Tools

PowerPoint

Excel

Job description

Coda Search is partnering with a leading alternative asset manager to hire a Product Strategist for its Private Wealth team in New York. This role will serve as a primary product and investment resource, translating complex strategies into clear materials for advisors and investors, and collaborating with Sales, Investor Relations, Product, Investment, Legal, and Marketing.

The ideal candidate has 3+ years in product strategy or investor relations, a strong grasp of private markets, and