Senior Product Specialist

GW&K Investment Management; Boston (MA); Hybrid; USD 100,000 - 115,000; Full time

Job summary

GW&K Investment Management in Boston, MA, is seeking a Senior Product Specialist to support positioning, enhancement and development of investment offerings across Institutional, Advisory and Private Wealth channels.

The role requires a strong grasp of the global investment management landscape, collaboration across Investments, Sales, Marketing and Analytics, and the ability to define priorities and drive initiatives in a hybrid, Boston-based office.

Qualifications

• Bachelor's degree with 5+ years in investment management product management.
• CFA charter designation preferred.
• Strong understanding of global investment management landscape and regulatory environment.
• Solid understanding of product marketing needs for Institutional, Advisory and Private Wealth clients.
• Excellent communication and presentation skills.

Responsibilities

• Collaborate with senior management to define product priorities across channels and articulate them across channels and investment teams.
• Participate in development of new investment products from concept to launch.
• Conduct market research, analyze competitive landscape and define product features for leadership guidance.
• Align with senior management to define longer-term product strategies and translate into initiatives.
• Work with Investment teams, Sales and Marketing to position investment strategies and understand the competitive marketplace.
• Facilitate development of marketing content specific to products and markets.
• Support rationalization of existing strategies/vehicles as needed.
• Develop understanding of product vehicle economics and monitor costs to support senior decision making.
• Engage with sales to gather feedback and incorporate client insights into product communications and enhancements.

Skills

Product management

Market analysis

Strategic thinking

Stakeholder communication

Presentation skills

Financial analysis

Education

Bachelor's degree

Tools

Morningstar Direct

eVestment Analytics

Microsoft Office

Job description

SUMMARY:

The Senior Product Specialist will be responsible for supporting the positioning, enhancement and development of GW&K's investment offerings for all channels, specifically Institutional, Advisory and Private Wealth. This will include understanding and identifying market trends as well as client needs.

The successful candidate will have a strong understanding of the global investment management landscape, experience positioning, developing and rationalizing investment products and vehicles and the ability to collaborate across all key areas of the firm, including Investments, Sales, Marketing, Enterprise Data and Analytics, Compliance and Operations.

RESPONSIBILITIES:

• Collaborate with senior management to define product priorities across channels, identify the appropriate strategies to promote and then work to ensure these priorities are clearly articulated across all channels and investment teams.
• Participate in the development of new investment products and vehicles, in conjunction with the Product Development Committee, from concept to launch.
• Conduct market research, including analyzing competitive landscape and key competitors as well as defining product features to educate senior management on key marketplace trends.
• Align with senior management to define longer term product strategies, including key growth drivers and constraints of the firm and to translate these into key initiatives to execute.
• Work with Investment teams, Sales and Marketing to successfully position investment strategies, including understanding the competitive marketplace.
• Facilitate the development of marketing content specific to products and markets.
• Support the rationalization of existing strategies and/or vehicles when appropriate.
• Develop a solid understanding of all product vehicle economics, including key drivers of overall costs and maintain ongoing views of these economics to support senior decision making.
• Engage with sales to gather feedback, understand client investment needs across channels and incorporate insights into product communications and/or enhancements.

QUALIFICATIONS:

• Bachelor's degree with a minimum of 5 years of product management experience within investment management; CFA charter designation preferred.
• Strong understanding of the global investment management landscape and regulatory environment.
• Solid understanding of the product marketing needs for each client segment including Institutional, Advisory and Private Wealth clients.
• Understand market trends across channels, including client needs, and articulate these coherently to senior colleagues across the firm.
• Strategic mindset with the ability to think creatively.
• Ability to articulate key product features through graphics and or presentation materials.
• Proficient in Morningstar Direct and eVestment Analytics.
• Strong technical ability with proficiency in Microsoft Office Suite (PowerPoint, Excel and Word).
• Must be professional and possess the confidence to work effectively with all levels within the organization including senior management.
• Strong attention to detail with desire to achieve high quality standards.

This role is based in our Boston office on a hybrid schedule – 4 days per week in-office, 1 day per week remote.

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$100,000-$115,000 USD

ABOUT GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K's unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Tagged as: Hybrid