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Product Manager, Transfer Agency
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Full-time
- Monitors the markets serviced by the products in conjunction with investment management relationship managers.
- Assists sales and client servicing teams with regard to their specific product lines and new business development; developing or participating in presentations offering investment alternatives as needed.
- Maintains a thorough knowledge and awareness of legal requirements, regulatory environment legislative changes, and marketing trends in the industry to determine the direction for new products or enhancements to existing products.
- Works closely with systems trust operations, legal, investment management, and administration to assess and develop investment and asset servicing products.
- Knowledge :Mutual funds and collective investment trusts: How they are governed, how they are sold in the marketplace, and the operational interactions between a financial services intermediary or retirement recordkeeper and a fund transfer agent.
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