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Managed Investments Product Manager
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Full-time
- The MSG Sr. Product Specialist role is responsible for managing the day-to-day activities for a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering.
- Responsibilities may include managing strategic initiatives from idea creation through execution & implementation, enhancing the investment offering, overseeing the client experience, such as client exception requests and billing concerns, Manage and address adhoc requests and issues relating to Legal, Compliance, Risk & Audit inquiries, Manage product collateral such as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues
- The Investment Solutions Group is responsible for providing investment insights, platforms and solutions for client serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management, Private Bank and Consumer Investments.
- Lead the oversight of the SMAs, Internal Model Portfolios (CIO), Research Based models, and Third-Party Models - Investment Manager Models (IMM) across the IAP, SPS and Consumer channels.
- Lead annual business due diligence review process.
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