Product Manager

Victory Capitel

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BS or BA in Economics, Finance or Business; MBA or CFA preferred.
  • 5+ years in asset management roles such as investment specialist or product management.
  • Series 6 or 7 and 63 licenses preferred; willingness to obtain is acceptable.
  • Deep understanding of the asset management industry and investment products.
  • Strong written and verbal communication skills.

Responsibilities

  • Champion and support assigned investment strategies and funds.
  • Conduct thorough analysis of product performance and market trends.
  • Develop consistent messaging and promotional materials for products.
  • Identify and implement product changes in response to industry shifts.
  • Assist sales team with product-related information and presentations.

Benefits

  • Medical, Dental, and Vision insurance packages.
  • Flexible Paid Time Off (PTO) policy.
  • Family Medical and Disability Leaves.
  • Tuition Reimbursement for educational advancement.
  • 401k plan with generous employer matching.
Full Job Description
Product Manager

General Summary and Purpose:

Responsible for the positioning, packaging and promotion of assigned asset classes and related strategies/funds across a variety of equity, fixed income, and multi- asset strategies. Activities include product development and rollout; product messaging, product analysis, development of sales promotion materials and dissemination of information pertaining to asset class and strategy/fund assignments. Promoting assigned products internally and responding to inbound requests from distribution teams and clients.

You will report to Head of Product Management

You Will:

Champion assigned strategies, funds and themes:

  • Work closely with US, offshore and export Distribution (retail and institutional), Business Development team, Marketing Communications, Marketing Services, Portfolio Management, Legal/Compliance and Digital Marketing
  • Act as internal subject matter expert and main point of contact for assigned strategies providing support across wrappers and lifecycle


Product Positioning

  • Understand all aspects of assigned asset class and related strategies/funds; monitor changes in performance and/or strategy
  • Thoroughly analyze product performance via attribution analysis, including the drafting of regular portfolio commentaries
  • Ensure consistent messaging
  • Track and analyze competition consistently
  • Assess industry trends and market opportunities
  • Understand capital markets and macro-related events
  • Firm grasp of product positioning as it relates to our different institutional and intermediary channels initiatives (Retail, Institutional, DCIO, and International Sales & Distribution) and platform initiatives


Product Management

  • Development/creation of strategy/fund materials ensuring a consistent message across databases, RFPs, pitch books etc.
  • Responsible for material revisions/updates
  • Identify and implement necessary product changes
  • Oversee timely dissemination and presentation (verbal and written) of information to Sales
  • Day-to-day assist to Sales with product and product-related information to help drive sales and retain assets


Product Development

  • Uncover new strategy/fund opportunities by closely monitoring industry trends
  • Develop documentation to support new idea, including Board materials
  • Build launch plan; manage rollout with all company divisions necessary for successful introduction


Project Management

  • Provide project management support as needed throughout product lifecycle

You Have:

  • BS or BA in Economics, Finance or Business. Progress towards an MBA, equivalent graduate degree, and/or CFA strongly preferred.
  • Minimum of 5 years of experience in the asset management industry in an investment specialist, product or investment role
  • Series 6 or 7 and 63 licenses strongly preferred or willingness to acquire licenses
  • Excellent knowledge of the asset management business and investment products.
  • Exceptional written and verbal communication and presentation skills

  • Ability to work well independently and in a team environment
  • Organized, project-driven, deadline oriented, flexible


Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $120,000 - $150,000

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

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