Traded Product Manager

About the role

Osaic is hiring a Traded Product Manager to lead strategy, governance and lifecycle management for mutual funds, ETFs, ETPs, UITs and related traded investment solutions across its product shelf. The role reports to the Vice President, Product Management & Development and covers product onboarding, platform and share class updates, sponsor and fund-family relationships, reporting, advisor-facing resources and cross-functional projects across brokerage and advisory platforms. 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 traded products, from intake and business case to onboarding, launch readiness, post-launch monitoring, share class updates, fund mergers or closures, and removal from the shelf.
• Create disciplined processes for evaluating products with similar exposures across different vehicles and ensure consistent treatment.
• Oversee product availability, platform and share class requirements, data feed and lookup accuracy, fees, disclosure support and communication planning.
• Document, prioritize and communicate product changes, sponsor and fund-family updates, platform constraints and escalations to the right stakeholders.
• Serve as the strategic Product Management contact for fund families, ETF and UIT sponsors and platform partners.
• Prepare executive presentations, committee materials, decision summaries and strategy recommendations.
• Draft and maintain advisor-facing materials, FAQs, product guides and talking points, and support webinars, training and launch communications.

Required profile

• Bachelor's degree preferred; equivalent experience considered.
• 5+ years of financial services experience, preferably in product management, platform management, product operations, due diligence, trading, investment solutions or wealth management strategy.
• Working knowledge of traded product categories such as mutual funds, ETFs, ETPs, UITs and share classes.
• Strong analytical, project management and organizational skills, and excellent written and verbal communication.
• Preferred: broker-dealer, RIA, wealth management platform, product governance or sponsor relationship experience, and willingness to obtain a FINRA Series 7 license.

Required skills

• Proficiency with Microsoft Excel and PowerPoint.
• Experience with tools such as Morningstar Direct, Envestnet, Pershing, NFS, fund families, ETF sponsors, transfer agents and custodians 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, and volunteer days.