Product Specialist, Senior

Helps develop SMA sales insights and marketing plans - Works closely with sales specialists, marketing and client groups to develop product sales insights and support marketing campaigns - Identifies industry trends and incorporates competitive knowledge into SMA activities, including written commentary and sales insights

• Effectively navigates the organization to support the SMA client experience, driving quick resolution of open cases such as fixed income customization, account sub-minimum requests, dual contract onboarding, and account errors.

• Helps field sales execute actionable sales ideas and prioritize SMA field sales activities.

• Maintains firm-specific intelligence and stays informed about industry competitive landscape and trends to shape SMA sales strategies.

• Executes the onboarding of RIA clients who traditionally utilize dual contract platforms.

• Leads small/medium scale projects and assigned business initiatives impacting the product line and in support of strategic.

Skills/qualifications:

• Bachelor's Degree. Advanced degree (MBA or other) a plus

• You have 5+ years of SMA or relevant financial services product management experience

• You have in-depth knowledge of product construction, rules and regulations.

• You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.

• You can extract meaningful insights from large quantities of data and represent findings to various stakeholders.

• You can effectively lead and facilitate a variety of meetings.

• You have the ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates.

• You have experience with Morningstar, Bloomberg, and/or FactSet

• Holding a Series 7, 63 or 66 license is a plus.

Southern California Base Salary Range: $121,652-$194,643

New York Base Salary Range: $128,957-$206,331

Indianapolis Base Salary Range: $106,525-$170,440

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

• Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.