Product Manager – Complex Products

Responsibilities

Performing initial and ongoing due diligence of complex products including but not limited to real estate exchange programs (1031/DSTs) and other alternative and/or complex products

Conducting principal review of real estate exchange business (or other alternatives investments, as needed) with a thorough and earnest analysis of each unique transaction and the prompt resolution of any issues

Teaming with supervision, compliance partners and vendors on controls and risk management

Acting as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of all product offerings offered through the BD/RIA

Reviewing, editing and creating communications and training content for assigned products

Managing relationships with external vendors and product sponsors for assigned product lines

Collaborating with key internal and external stakeholders to advance initiatives, resolve conflicts, address complex issues, and attain business goals and objectives

Monitoring business and industry trends and identifying opportunities to better serve the needs of clients and advisors, helping to grow sales and assets for the Equitable Advisors retail channel

Supporting or executing additional ad-hoc projects as assigned by your leader

Requirements

4+ years of work experience within a Product Manager role supporting investment securities, alternative investments and/or other financial services products

FINRA Series 7, Series 66 or (Series 63 and 65) registrations, active FINRA Series 24 or ability to obtain within 180 days of hire

Strong knowledge of alternative investments, mutual funds, investment advisory programs and general securities

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