The Senior Director, Product Management – Mutual Funds will be a recognized expert that will support the offering of Mutual Funds through the products life cycle. Responsibilities include driving the full product life cycle, defining the product strategy, proposing and leading various corporate actions and product enhancements, monitoring and managing ongoing expenses of existing Mutual Funds, and supporting ongoing Board engagement.
Monitor and manage existing product line. This includes monitoring fees to ensure alignment with internal pricing guidelines, identifying and proposing enhancements to the existing product line which align with client demand and trends. Represent the Product organization in a variety of forums in order to address various inquiries, including Columbia specific product features, product trends in the marketplace, and the regulatory environment impacting Mutual Funds.
Lead efforts associated with enhancing existing product line up, and drive development of new strategies and products which meet client demand and firm capabilities, including the expansion of alternative strategies into less liquid retail structures.
Participate in Board related activities, in support of the existing Mutual Fund inventory. This includes product reviews and new product approvals, annual pricing review, market and peer comparisons, and other ongoing Board related inquiries.
Partner with Legal and Compliance to ensure full awareness of new and existing regulations. Ensure existing products are in compliance with current regulation, and create solutions and identify potential opportunities resulting from regulatory changes.
Bachelors degree or equivalent
10+ years of relevant experience
Recognized Mutual Fund expert, with expertise throughout all aspects of the mutual fund vehicle and functionality, including compliance rules and applicable regulation
Financial services experience, preferably in product development and/or management for assigned product line
Ability to influence and collaborate with or lead across the organization and at all levels to drive results
Strong analytical and problem-solving skills, using data to identify trends and issues and potential ways to solve issues
Proven track record of successfully leading large and complex projects, including planning, status and issue management
Excellent communication skills including proposal/presentation development and delivery, and meeting facilitation
Flexibility to work effectively with sales and investments teams
Series 7 and 66 or the ability to obtain within a defined period of time
Strong knowledge of alternative assets, their role within a portfolio, and the various structures best suited to bring these strategies to retail clients
Management / leadership experience
Industry experience, including Wealth Management, Transfer Agent, Custodian, etc
About Our Company
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
For more than 125 years, Ameriprise has remained true to our vision of putting our clients' interests first. Ameriprise is a company with integrity. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never ...