Product Manager – Registered Funds Vice President/Senior Vice President

Overview

• Lead and manage the growth of evergreen registered fund business within a dynamic financial services environment.
• Collaborate with portfolio managers to develop strategic partnerships and enhance investment offerings.
• Oversee fund operations, investor relations, marketing, and distribution strategies to ensure seamless execution.
• Build and maintain relationships with wealth management platforms and distribution channels.
• Coordinate cross-functional teams to ensure accurate and timely reporting and compliance adherence.
• Develop and manage marketing materials, investor presentations, and quarterly updates.
• Contribute to the strategic direction of fund operations and business growth initiatives.
• Support investor communications and manage liquidity and distribution processes effectively.

Key Responsibilities & Duties

• Oversee fund operations, ensuring seamless execution and compliance with industry standards.
• Develop and maintain marketing collateral, including fundraising presentations and investor updates.
• Collaborate with portfolio managers to manage distributions, liquidity, and investor communications.
• Build strategic relationships with distribution platforms and wealth management channels.
• Coordinate with legal, accounting, operations, and compliance teams to ensure operational efficiency.
• Prepare and oversee recurring reporting for investors and the Board, ensuring clarity and accuracy.
• Drive the growth of evergreen registered fund business by implementing innovative strategies.
• Support investor relations activities, including quarterly calls and portfolio reviews.

Job Requirements

• Bachelor’s degree required; CFA, CAIA, or MBA preferred.
• 8+ years of experience in financial services, investment management, or related fields.
• Proven expertise in 1940 Act Funds and private markets is a plus.
• Strong organizational and time management skills to handle multiple priorities effectively.
• Exceptional attention to detail and accuracy in deliverables.
• Excellent written and verbal communication skills for clear and persuasive messaging.
• Demonstrated ability to build trusted relationships with internal teams and external clients.
• Professional demeanor with an entrepreneurial mindset and strong sense of ownership.