Discretionary Program Management - VP

Manage complex investment products within the Investment Advisory Programs, ensuring adherence to policies and procedures. Ensure compliance with regulatory requirements and internal policies for product development and advisory activities. Collaborate with product teams across the division to design and implement comprehensive investment strategies and solutions. Provide ongoing support and training to Financial Advisor teams to enhance their understanding of available programs. Develop and maintain strong relationships with Financial Advisors to understand their unique business needs and innovate potential solutions. Participate in developing solutions and enhancements that drive business efficiencies and growth. Identify and coordinate process improvements with internal and external partners. Prepare and present program trends and growth opportunities to senior management and stakeholders. 7+ years of investment-related experience in the Financial Services Industry, ideally with Investment Advisory and Alternative Investment experience. Proven track record of managing products and programs. Ability to execute and manage multiple priorities with attention to detail. Strong communication and interpersonal skills, with the ability to build relationships with diverse audiences, including Financial Advisors, Field Management, Senior Management, and asset managers. Exemplary verbal and written communication skills. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. Bachelor's degree or equivalent with business-related coursework. Series 7 & 66 licenses (or must be completed within 12 months). Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.