Strategic Complex Products Manager, Financial Solutions

Osaic; Scottsdale (AZ); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation time

Volunteer days

Job summary

Osaic is seeking a Complex Products Manager to lead strategy, governance, and lifecycle management for complex investment solutions across the product shelf. You will coordinate onboarding, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects spanning alternatives, annuities, ETFs, and insurance wrappers.

You will own roadmap development, governance alignment, and end-to-end product lifecycle from intake to retirement, translating complex concepts into clear

Qualifications

• 5+ years of financial services experience in product/portfolio management or related areas.
• Experience with complex product categories (alternatives, annuities, ETFs, insurance wrappers).
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Proficiency with Excel and PowerPoint.

Responsibilities

• Owns roadmap development, product prioritization, governance alignment, sponsor strategy, advisor education, and cross-functional execution for assigned complex product categories.
• Lead the end-to-end lifecycle for assigned complex products, including intake, business case development, review coordination, onboarding, launch readiness, post-launch monitoring, product changes, remediation, and retirement from the shelf when appropriate.
• Create disciplined processes for evaluating products that may deliver similar exposures through different vehicles.
• Oversee product availability, platform requirements, operational dependencies, compensation or fee considerations, advisor education needs, disclosure support, and communication planning.
• Prepare executive-ready presentations, committee materials, decision summaries, product updates, and strategy recommendations.
• Translate complex product concepts into clear, practical language for financial professionals and field leaders.

Skills

Analytical thinking

Project management

Communication

Collaboration

Education

Bachelor's degree preferred

Tools

Excel

PowerPoint

Job description

Osaic is seeking a Complex Products Manager to lead strategy, governance, and lifecycle management for complex investment solutions across the product shelf. You will coordinate onboarding, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects spanning alternatives, annuities, ETFs, and insurance wrappers.

You will own roadmap development, governance alignment, and end-to-end product lifecycle from intake to retirement, translating complex concepts into clear