What are the responsibilities and job description for the Director, Private Credit Product Specialist, Private Wealth Solutions position at Fortress Investment Group LLC?
Private Credit Product Specialist – Private Wealth
Location: New York or Dallas
About Fortress
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $53 billion of assets under management as of June 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit www.fortress.com.
About the position
We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks.
Key Responsibilities:
- Product Expertise & Positioning
- Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit.
- Articulate investment philosophy, process, and performance to internal and external stakeholders.
- Serve as the technical lead in client meetings, roadshows, and due diligence sessions.
- Client Engagement & Capital Formation
- Partner with sales and investor relations teams to support fundraising across private wealth channels.
- Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms.
- Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries.
- Product Development & Structuring
- Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc).
- Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency).
- Marketing & Content Creation
- Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs.
- Contribute to thought leadership and market commentary tailored to private wealth audiences.
- Internal Collaboration
- Act as a conduit between portfolio managers and distribution teams.
- Participate in investment committee and deal pipeline meetings, as well as product strategy sessions.
Qualifications:
- 8–15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role.
- Deep understanding of private credit markets and fund structures.
- Demonstrated success supporting capital formation in private wealth channels.
- Strong communication and presentation skills; ability to simplify complex investment concepts.
- FINRA licenses (Series 7, 63, 24, or 66) preferred.
- Bachelor’s degree required; MBA or CFA a plus.
Preferred Attributes:
- Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets.
- Entrepreneurial mindset with a collaborative approach.
- Experience with onboarding products to private wealth platforms.
- Familiarity with regulatory and operational nuances of private wealth distribution.
- Ability to manage multiple stakeholders and deliver under tight timelines.
Salary : $185,000 - $200,000