Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Product Manager to shape their investment and advisory platform, leveraging experience with alternative investments to deliver solutions that meet client goals and assist financial advisors.
Responsibilities
- Performing initial and ongoing due diligence of complex products including but not limited to real estate exchange programs (1031/DSTs) and other alternative and/or complex products
- Conducting principal review of real estate exchange business (or other alternatives investments, as needed) with a thorough and earnest analysis of each unique transaction and the prompt resolution of any issues
- Teaming with supervision, compliance partners and vendors on controls and risk management
- Acting as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of all product offerings offered through the BD/RIA
- Reviewing, editing and creating communications and training content for assigned products
- Managing relationships with external vendors and product sponsors for assigned product lines
- Collaborating with key internal and external stakeholders to advance initiatives, resolve conflicts, address complex issues, and attain business goals and objectives
- Monitoring business and industry trends and identifying opportunities to better serve the needs of clients and advisors, helping to grow sales and assets for the Equitable Advisors retail channel
- Understanding and contributing to the firm’s written supervisory procedures (WSPs)
- Supporting or executing additional ad-hoc projects as assigned by your leader
Skills
- 4+ years of work experience within a Product Manager role supporting investment securities, alternative investments and/or other financial services products
- FINRA Series 7, Series 66 or (Series 63 and 65) registrations, active
- FINRA Series 24 or ability to obtain within 180 days of hire
- Strong knowledge of alternative investments, mutual funds, investment advisory programs and general securities
- Client-centric attitude and a keen understanding of the relevant considerations required to assess product fit and transaction suitability based on client-specific facts and circumstances
- Strong Microsoft office skills required, specifically Word, Excel and PowerPoint
- Commitment to learning and expanding knowledge of investment products and industry
- Exceptional organizational skills and the ability to manage multiple deadlines
- Successful communication skills
Benefits
- Base salary increases
- Spot bonuses
- Short-term incentive compensation opportunities
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
- Flexible work schedule
- Fully remote/hybrid
- A hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection
Company Overview