Job Title:
Product Strategy
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 16 2022
Expires On:
Nov 30 2022
  • Build effective relationships with target firms and internal sales coverage teams
  • Offer practical knowledge of the model market opportunity
  • Create and launch new model offerings at targeted firms
  • Lead the internal process of approval of distribution arrangements
  • Coordinate with all internal teams
  • Partner with leadership on potentially growing existing relationships
  • Collaborate with sales management to vet attractiveness of new opportunities and build plans around new launches
  • Educate internal/external sales teams on new products/launch plans
  • Maintain and communicate a sales pipeline report
  • 5 years asset management/distribution experience in sales, relationship or product roles
  • Solid understanding of the asset management/advisory business
  • Market knowledge of the current landscape regarding asset management distribution
  • Ability to think creatively around product opportunities
  • Ability to manage senior client relationships
  • Excellent communicator
  • Ability to build internal partnerships and multi task
  • Series 7 required
  • Professional designations or MBA is a plus
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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