Senior Associate - Private Wealth Product Management

About the role

The Private Wealth Product Management team designs, governs and manages the lifecycle of products and investment programs offered to private wealth clients, working with Product Development, Operations, Legal/Compliance, Technology, CIO and COO. This Senior Associate role defines the parameters, eligibility rules and structural guardrails that govern how products and programs are built, offered and administered, turning business intent into precise operational and data specifications.

Key responsibilities

• Define and maintain rules on what products and programs can and cannot do, including account and client eligibility and offering restrictions
• Set up and document guardrails for new and existing products, and partner with Legal, Compliance and Operations to turn regulatory and policy constraints into operational parameters
• Design and document operational and data specifications for investment advisory programs, including enrollment criteria, required data and monitoring parameters
• Maintain governance artifacts such as parameter matrices, eligibility frameworks, decision logs and program specifications
• Act as a subject matter resource for product and program rules across Wealth Advisors, Client Service, Operations, Legal & Compliance and Data & Technology
• Support product launches with complete parameter specifications and identify gaps, inconsistencies or control risks in existing governance

Required profile

• 5+ years of experience in financial services, with exposure to investment products, wealth management or investment advisory programs
• Bachelor's degree required, or Series 7 and 66 as a plus
• Experience in private wealth, family office or high-net-worth client service environments
• Right to work in the United States without current or future sponsorship

Required skills

• Strong knowledge of investment product structures (mutual funds, ETFs, SMAs, alternatives) and investment advisory models and fee structures
• Experience with product eligibility, program governance or operational rules frameworks
• Ability to translate complex business or regulatory requirements into clear specifications
• Familiarity with account data structures, reference data management or product masters is a plus
• Attention to detail, strong communication, and ability to manage multiple workstreams

What we offer

• Salary range of $90,000-$120,000, with possible discretionary bonus
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits