Director Product Management

Director

Advisor Products and Services



Position Summary: We are looking for a seasoned financial services manager with experience working with discretionary and non-discretionary investm!
ent professionals. Successful candidate will possess strong management, communications, leadership, influencing, and problem-solving skills. Desired candidate is someone who thrives in a team-oriented, results-oriented, and customer-focused environment, welcomes challenge, embraces change, is creative, can learn fast, and works well under tight deadlines.



This director will assist in defining and implementing our investment product and advice initiatives for our sales channels.

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Duties & Responsibilities: Candidate must be able to work with senior management, assess customer needs, effectively communicate with sales force, identify revenue upside and cost saving opportunities, define detailed business and product specifications, and work within a cross-functional team (technology, operations, customer service, sales, marketing, and business) to manage an end-to-end rollout of projects.

Candidate must be highly motivated, extremely organized, detail-oriented and possess outstanding presentation, communication and customer service skills. <o!
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Key responsibilities for this job are:

B' Evaluate customers and sales need, and analyze the competitive environment and industry trends to define and execute on the investing products roadmap.

B' Develop and present recommendations with respect to the development of E*TRADEb
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family: Wingdings">B' Develop business and financial models to assess and evaluate medium to long-term value of the solutions desired, and infrastructure enhancements necessary for the overall success of E*TRADE FINANCIAL (defined in terms of assets gathered, revenue upside, cost savings, or improved margins).

B' Write business requirements necessary to develop new programs or enhance existing programs to improve customer engagement and retention, and business reporting, and tracking.

B' Work closely with technology to design the solutions needed, and to manage rollout of products and services in a planned and timely manner.

B' Identify necessary reports, metrics, and analysis to measure the effectiveness and validate the success of projects completed.

B' Provide project management of all aspects of product launch including web-site, trading, operations, service and sales.

B' Manage and motivate team members.
REQUIREMENTS


Qualifications:

B7 Experience working with Registered Investment Advisors and other sales forces that provide financial advice to customers.

B7 A comprehensive understanding of product and project management practices.

B7 Hands-on/ team-player attitude toward tackling tactical as well as strategic work. Proven teamwork skills to help deliver on-time product and project results.

B7 Ten plus years of experience as a product manager in a financial services firm and/or expertise with respect to wrap, fee-based or discretionary advice products. Candidates should be able to clearly articulate key business objectives, and primary metric measures for financial products and services.

B7 &nb!
sp; Strong analytics, strategic thinking and consumer empathy a must.

B7 Excellent written, oral, and presentation skills.

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; MBA preferred. BA/BS in business, management, engineering or related field required.