Senior Complex Products Manager, Financial Services
advisorgroup
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Benefits offered by this job
Job summary
Osaic is seeking a Complex Products Manager to lead strategy, governance, and lifecycle management for complex investment solutions across its product shelf. You will coordinate onboarding, platform updates, sponsor relationships, reporting, and advisor-facing resources with cross-functional teams.
The role requires 5+ years in financial services, strong analytical and communication skills, and proficiency in Excel and PowerPoint. Hybrid work with in-office presence is expected.
Qualifications
- 5+ years in financial services, preferably product/portfolio management or wealth management.
- Strong analytical and problem-solving skills with data-oriented mindset.
- Excellent written and verbal communication for stakeholders.
Responsibilities
- Owns roadmap development, governance, and lifecycle management for complex product categories.
- Coordinate onboarding, sponsor relationships, reporting, and advisor-facing materials.
- Lead end-to-end lifecycle: intake, business case, onboarding, launch, and retirement when needed.
- Develop disciplined processes to evaluate products across alternatives, annuities, ETFs, and wrappers.
- Prepare executive-ready materials and drive cross-functional execution.
Skills
Education
Tools
Job description
Osaic is seeking a Complex Products Manager to lead strategy, governance, and lifecycle management for complex investment solutions across its product shelf. You will coordinate onboarding, platform updates, sponsor relationships, reporting, and advisor-facing resources with cross-functional teams.
The role requires 5+ years in financial services, strong analytical and communication skills, and proficiency in Excel and PowerPoint. Hybrid work with in-office presence is expected.
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