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CollegeSage LLC

Wellesley, Massachusetts

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Elite Scholars of China

United States - Nationwide

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Longview, Texas

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Anderson , South Carolina

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OTTUMWA, Iowa

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SME

12999 E Adam Aircraft Circle

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Saint Mary's College

Notre Dame, Indiana

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Bellevue, Nebraska

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Central Electric Power Co-op, Inc.

Columbia, South Carolina

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American Retirement Association

Arlington, VA

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Windermere, Florida

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Prep for Prep

New York, New York

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Akron, Ohio

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Bronx, New York

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USA - MA - Boston

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USA - MA - Cambridge

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Raleigh, North Carolina

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The Hill School

Pottstown, Pennsylvania

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USA - MA - Cambridge

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Collegeville, MN

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La Jolla, California

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Product Manager - Advisory Platform Management
Job Description The Product Manager role, within the Wealth Management business group, will be responsible for the administration of daily product management activities for advisory programs (e.g. mutual fund advisory, separately managed accounts, unified managed accounts and MF/ETF strategies). This includes providing subject matter expertise to product initiatives, relationship management, client & advisor escalation management, financial analysis, policy reviews, user experience feedback along with compliance. Additionally, this role will work with internal, cross-organizational teams and third-party partners to design and perform the product management controls resulting in excellent execution of the programs. Responsibilities


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