Senior Associate, Private Markets Product

Job Purpose:

The Senior Associate, Private Markets Product role will play a key role in developing and launching private markets solutions tailored for financial advisors, high-net-worth individuals, and retail platforms. This role supports the full product lifecycle—from idea generation and feasibility analysis to strategic alignment, stakeholder review, and implementation readiness (in partnership with regional product implementation platforms). The position will partner closely with Investment Teams, Distribution, Marketing, Legal, Compliance, and senior leadership to ensure product concepts are market-relevant, scalable, and aligned with firm-wide priorities.

Key Responsibilities / Duties:

• Lead/support product initiatives (launches, enhancements, rationalizations) across private markets, with a focus on wealth management distribution
• Develop and present robust concept evaluations that demonstrate long-term investment merit and align with strategic goals, market opportunities, and client demand
• Partner with investment teams to ensure product concepts deliver strong, outcome-driven investment solutions
• Partner with Distribution teams to proactively identify product opportunities that support capital raising efforts and advisor engagement
• Partner with CPMs/specialists to drive sales ideation by translating market insights, advisor feedback, and competitive intelligence into actionable product concepts
• Support capital formation strategies by aligning product design with fundraising goals, investor profiles, and platform requirements.
• Track regulatory developments and industry trends to inform product positioning and ensure compliance readiness.
• Apply structured project management methodologies to coordinate cross-functional execution and ensure timely delivery.
• Communicate effectively across stakeholder groups, with a strong emphasis on presentation skills and executive-level reporting.
• Manage multiple workstreams in a dynamic environment, demonstrating agility and sound decision-making under ambiguity.
• Build and maintain strong relationships across a matrixed organization, including Investment Teams, Legal, Compliance, and Distribution.
• Collaborate closely with Global Product teams to ensure operational readiness and scalability of new offerings

Work Experience / Knowledge:

• 5+ years of experience in product strategy, development, or management within asset management or financial services.
• Familiarity with private markets asset classes and structures (e.g., interval funds, BDCs, private placements).
• Experience supporting large-scale business initiatives and cross-functional projects.
• Strong proficiency in Microsoft Office (Excel, PowerPoint) and collaboration tools (Teams).

Formal education:

• Bachelor’s degree required; advanced degrees or industry certifications (e.g., CAIA, CFA) a plus

Working conditions:

• Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment. 
• Hours may include evenings and/or weekends
• Hybrid workplace – 4 days per week expected in office