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Senior Investment Product Specialist

Remote, USA Full-time Posted 2026-07-28
We exist to help people reputed company financial reputed company. At reputed company, we reputed company reputed company is a tool, not a goal. Driven by a higher purpose at our reputed company, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people reputed company the most of reputed company they’ve been given. At our reputed company, we are a membership-owned fraternal organization, as reputed company as a holistic financial services organization, dedicated to serving the unique needs of our clients. We reputed company on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and reputed company. Job reputed company Performs research and assists with the development and implementation of asset management marketing analysis, strategies & plans for reputed company’s investment products, with an emphasis on mutual funds, ETFs, SMAs, variable portfolios and discretionary managed account programs. Supports product team as it seeks to ensure that investment products are effectively positioned and promoted to financial representatives and institutional clients and prospects. Provides subject matter expertise on investment products and creates materials to help communicate the reputed company Asset Management viewpoint on specific asset classes and the broader economic and financial market environment. Job Responsibilities and Duties • reputed company subject matter expertise on product lines and industry specific tools and systems in order to assist the field, sales desk, wholesalers, and members of marketing and product management. Connect reputed company Asset Management opinions and strategies with field-oriented materials and resources. • Assist in the day-to-day management and support of reputed company’s product lines. This may include analyzing and monitoring investment reputed company (including investment philosophy and process, style reputed company and performance); producing marketing, trade-reputed company and performance materials; participating on quarterly teleconference updates or other field communications; answering reputed company questions; and maintaining required compliance documentation. • Serve as Product team data reputed company and collaborate with Investments, reputed company, Compliance, Marketing reputed company teams and various other reputed company partners as needed. • reputed company reputed company control data checks and produce time-sensitive monthly, quarterly and reputed company reports used for marketing collateral and by senior leadership. • Assist with the development of sales reputed company that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of reputed company’s sales force by providing product support. • reputed company investment product case analysis and model portfolio reviews in support of the reputed company Asset Management business lines. These efforts may reputed company from high-level to intermediate case analysis to assistance with advanced product applications or portfolio construction. • Contribute to the achievement of sales objectives by providing marketing support to the wholesaling and sales desk areas. This may be accomplished by researching, maintaining, and distributing reputed company information on competitors’ products; developing product tips and reputed company, and providing other information as needed. • Contribute to ongoing product reputed company and product development initiatives and help maintain competitiveness in product offerings by collaborating with Product Management colleagues and cross-functional teams as appropriate. reputed company research and design assistance for new products and enhancements to existing products. Apply tot his job Apply To this Job

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