Investment Product Manager

Description

Citizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is passionate about growing our market share in the states we currently operate!

Reporting to the Head of Investment Product, the Investment Product Manager (the “Manager”) is responsible for supporting the product infrastructure of the wealth management platform at Citizens Securities Inc. (“CSI”). Utilizing and working with current and potential product partners in the asset management industry, the Manager will assist in the maintenance of the platform’s product suite of mutual funds, ETFs, SMAs, and portfolio model strategies, including but not limited to new product launches, and existing products and portfolio model positioning.

The Manager will track the performance of products and model strategies and prepare reports and tables for use by the Product and Advisory teams. They will perform relative value and performance analysis across asset classes and market sectors, generally on equity and model portfolio strategies. The Manager will also do portfolio construction and optimization work using tools like Morningstar Direct. Maintenance of product-related and thought leadership content on the internal SharePoint site for internal usage by financial and wealth advisors will be an additional responsibility. Working where necessary with internal Technology, Compliance, and Operations teams to assist with updating processes for new product launches and overall platform functions and initiatives will also be a function of this role.

5 % travel will be required to meet responsibilities.

40% Work with asset management product partners as detailed above.

40% Work with Client Portfolio Managers, the Investment Platform Manager, and Digital Investing Product Manager to support the overall Wealth platform business strategy and execution.

15% Work with internal control groups and teams to coordinate the business and efforts of the Product Team across the CSI platform.

Qualifications

• Bachelor’s degree or equivalent job experience
• 5-7 years financial services experience and end to end product management
• Strong presentation abilities
• Experience with Morningstar Direct highly preferred.
• Experience with TAMP platforms and operations a plus.
• Strong financial product and portfolio construction expertise a plus.
• Strong relationship building and partnering skills
• FINRA Series 7, 63 & 65/66 licenses

Hours and Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Pay Transparency 

The salary range for this position is $112,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.