Complex Product Manager

About the role

Osaic is hiring a Complex Product Manager to lead strategy, governance and lifecycle management for complex investment solutions across its product shelf. The role works under the direction of the Senior Lead, Complex Products Manager, and covers alternative investments, annuities and insurance strategies, ETF-driven structures and other products needing enhanced education or controls. It is a full-time position with a hybrid schedule of at least four days a week in the office.

Key responsibilities

• Own roadmap development, product prioritization, governance alignment, sponsor strategy, advisor education and cross-functional execution for assigned product categories.
• Lead the end-to-end lifecycle of complex products, from intake and business case through onboarding, launch readiness, post-launch monitoring, changes, remediation and retirement.
• Create consistent processes for evaluating products that may deliver similar exposures through different vehicles.
• Oversee product availability, platform requirements, operational dependencies, fees, disclosure support and communication planning.
• Document, prioritize and communicate product changes, sponsor updates, platform constraints and escalations to the right stakeholders.
• Serve as the strategic product management contact for sponsors and platform partners, and prepare executive-ready presentations, committee materials and decision summaries.
• Draft and maintain advisor-facing materials, FAQs, product guides and talking points, and support webinars, training and launch communications.

Required profile

• 5+ years of financial services experience, preferably in product management, product operations, due diligence, insurance and annuities, alternatives or wealth management strategy.
• Bachelor's degree preferred; equivalent experience considered.
• Working knowledge of complex product categories such as alternatives, annuities, insurance strategies, structured products, defined-outcome ETFs, options-based ETFs or private markets.
• Strong analytical, project management and communication skills, and ability to work across Product Management, Due Diligence, Compliance, Operations, Technology, Marketing, Sales and sponsors.
• Preferred: broker-dealer, RIA, wealth management platform, product governance or sponsor relationship experience, and FINRA Series 7 (and possibly Series 6, 63, 65 or 66).

Required skills

• Microsoft Excel and PowerPoint
• Familiarity with tools such as Envestnet, iCapital, CAIS, FidX, Pershing, NFS or annuity platforms is preferred

What we offer

• Salary of $90,000 - $115,000 per year plus an annual bonus
• Health, vision and dental insurance, 401k, vacation and sick time, volunteer days