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.

Responsibilities

• Lead product strategy and development across managed account solutions, including enhancements, positioning, and manager selection
• Serve as a subject matter expert on SMA, UMA, and Rep as PM programs, supporting advisors and internal stakeholders
• Partner with market heads and relationship managers to drive new flows and retain existing assets
• Drive new product initiatives that contribute to the tactical and strategic expansion of managed account and investment product suite
• Deliver product messaging through advisor calls, roadshows, and written communications
• Support client onboarding and act as an escalation point for complex product-related inquiries
• Identify opportunities to expand managed account adoption across markets and client segments
• Collaborate with compliance and leadership on regulatory changes impacting the platform
• Support reporting, analytics, and performance updates for senior management

Qualifications

• Bachelors Degree in Finance or related field required, Masters degree preferred
• 10 years of experience in investment product management or managed accounts within a broker-dealer or wealth platform
• Proven ability to work with distribution teams and contribute to asset growth
• Knowledge of cross-border wealth management
• Strong presentation skills and ability to communicate with advisors and senior stakeholders
• Proficiency with Bloomberg, Morningstar Direct, Refinitiv, and Microsoft Office
• Bilingual Spanish and English
• CFA Preferred
• FINRA series 7 & 63