Open role
Complex Product Manager
Advisor
5 LocationsPosted Sep 2, 2026 · 3h ago$90k – $115k
Full-time$90k – $115kMid LevelHybrid
About this role
Lead the strategy, governance, and lifecycle management for complex investment solutions, including alternatives, annuities, and ETFs. This role involves coordinating product onboarding, platform updates, and cross-functional projects to enhance advisor understanding and product offerings.
What we are looking for
6- Lead strategy and lifecycle management for complex investment products
- Coordinate product onboarding, platform updates, and sponsor relationships
- Develop roadmap, prioritize products, and ensure governance alignment
- Create processes for evaluating products across various investment vehicles
- Prepare executive-ready presentations and strategic recommendations
- Draft advisor-facing product materials and support educational initiatives
