Description
You will be a key part of the Wealth Management Solutions Brokerage Product Development Team, supporting investment platform initiatives through product development.
As an Investment Product Specialist in the Brokerage Investment Product Development Team, you support global Product teams in delivering investment product solutions to the Private Bank. You will also be involved in participation in key strategic initiatives that drive innovation and increased efficiency across our global Wealth business. You will be subject matter expertise to internal business partners on various investment platforms. These platforms offer a diverse suite of fee-based solutions, including single- and multi asset class portfolios as well as brokerage offerings.
Job Responsibilities:
- Coordinate Product Development related activities for various investment platform initiatives, program status tracking, communication to executive stakeholders and ownership of periodic governance and reporting processes.
- Document current and strategic operating model.
- Maintain and proactively recommend enhancements to ongoing product MIS
- Identify, on-board and maintain vendors across trading businesses.
- Provide client onboarding support for Private Bank product offerings.
- Develop and manage project plans though strategy development, project definition, solution development, agreement, and implementation.
- Collaborate across the diverse perspectives of Legal, Risk, Compliance, Operations and Investment teams to deliver product management as well as regulatory initiatives.
- Drive operational and automation efficiency
- Support the preparation, review, and timely submission of regulatory reports across investment products, ensuring accuracy and completeness of data, adherence to applicable jurisdictional requirements (e.g., SEC, FINRA, MiFID II), and coordination with Compliance and Operations to address regulatory inquiries and remediate reporting gaps.