Manager Investment Solutions

Our client is a leading global wealth platform, they are seeking a Senior level candidate to drive to drive strategy, distribution, and growth across its managed account platform, with a focus on SMAs, UMAs, and Rep as PM programs.This is a high-impact, front-facing role partnering directly with investment leadership and distribution teams to expand AUM and deepen product penetration across a sophisticated advisor network.ResponsibilitiesLead product strategy and development across managed account solutions, including enhancements, positioning, and manager selectionServe as a subject matter expert on SMA, UMA, and Rep as PM programs, supporting advisors and internal stakeholdersPartner with market heads and relationship managers to drive new flows and retain existing assetsDrive new product initiatives that contribute to the tactical and strategic expansion of managed account and investment product suiteDeliver product messaging through advisor calls, roadshows, and written communicationsSupport client onboarding and act as an escalation point for complex product-related inquiriesIdentify opportunities to expand managed account adoption across markets and client segmentsCollaborate with compliance and leadership on regulatory changes impacting the platformSupport reporting, analytics, and performance updates for senior managementQualificationsBachelors Degree in Finance or related field required, Masters degree preferred10+ years of experience in investment product management or managed accounts within a broker-dealer or wealth platformProven ability to work with distribution teams and contribute to asset growthKnowledge of cross-border wealth managementStrong presentation skills and ability to communicate with advisors and senior stakeholdersProficiency with Bloomberg, Morningstar Direct, Refinitiv, and Microsoft OfficeBilingual Spanish and EnglishCFA PreferredFINRA series 7 & 63