Product Specialist Strategy

Position Overview RESPONSIBILITIES: The role encompasses a broad spectrum of responsibilities, including but not limited to: Team Strategy & Execution: Support business leaders in all aspects of team strategy to help execute on efficiencies, scalability, best practices, and culture. Team Operations: Apply a disciplined, rigorous approach to all aspects of team operations. Proactively identify areas that would benefit from additional process/procedure/discipline and bring the right people together to determine and implement solutions. Execute on ad hoc requests from senior management; examples include preparing communications, strategy updates and reporting. Manage all aspects of day-to-day operations (e.g., team communications, seating, org charts, resource allocation). Liaison to Functional Groups across the Firm: Serve as the liaison to functional teams across the firm on behalf of the Head of Product Specialist. Product & Sales Reporting & Data: Take ownership of data produced by sales and product organizations, interpreting the data, and delivering to leadership in a thoughtful and insightful manner. Work with sales leadership to synthesize data as relates to the sub-segments of the sales function, globally, and translate that into a depiction of how the team is operating. Streamline product-specific sales materials (i.e. product update books, talking points, various deal announcements). Meeting Coordination & Management: Oversee the organization, content creation and follow-up for team meetings as well as smaller internal meetings. Creation and refinement of presentations for use in Management Committee and other internal meetings. Qualifications & Experience Roughly 7-10 years of experience in the investments industry Understanding of the institutional distribution landscape Experience with a private alternatives product suite ideal, but not required Proactive and organized self-starter with a positive attitude, demonstrated work ethic, strong attention to detail, and advanced knowledge of Excel and PowerPoint Collaborative thinker who comes to the table with ideas Team player and relationship builder with maturity and gravitas Pay Range The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Created: 2024-11-12