Product Shelf Manager

Job not on LinkedIn

🔥 23 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $109k - $147.5k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Maintain overall ownership and governance of the TAN investment advisory product shelf, including product availability, manager rosters, documentation, and ongoing maintenance • Serve as the primary intake point for advisor, firm CIO, and business requests related to new investment solutions, managers, platforms, and product capabilities • Coordinate initial and ongoing due diligence reviews with internal due diligence teams and external research providers • Facilitate review and decision-making processes without performing investment due diligence • Evaluate product shelf gaps, redundancies, and enhancement opportunities and recommend improvements to competitiveness, advisor adoption, and client outcomes • Lead evaluation and coordination of complex product requests, including SMAs, UMAs, alternatives, exchange funds, options-based strategies, private market solutions, and other specialized investment offerings • Advise TAN firm CIOs, advisors, and internal stakeholders on product capabilities, eligibility requirements, implementation considerations, and appropriate use cases • Partner with Compliance, Legal, Risk, Operations, and Technology teams to facilitate product approval, implementation, governance, and ongoing oversight • Monitor industry trends, competitive platforms, emerging investment solutions, and advisor demand to identify product enhancement opportunities • Represent the advisory product shelf and business requirements on strategic initiatives, platform enhancement efforts, and cross-functional projects • Collaborate with Distribution, Product Management, and Wealth Management leadership to align with enterprise strategy and advisor needs • Support continuous improvement, employee engagement, and commitment to advisors and clients • Report to the Complex Investment Solutions Manager

🎯 Requirements

• College degree required • Minimum of 7 years of experience in investment product management, investment platform administration, advisory support, due diligence support, wealth management, asset management, or related financial services roles • FINRA SIE, Series 7 and Series 66 (or Series 63/65) required or obtained within 90 days of hire/transfer • Strong knowledge of managed accounts, mutual funds, ETFs, model portfolios, SMAs, UMAs, and alternative investments • Understanding of investment advisory platforms, RIA business models, and advisor distribution channels • Knowledge of product governance, product approval, and due diligence processes • Strong analytical, organizational, and project management skills • Ability to identify advisor needs and translate those needs into practical product solutions • Ability to work across organizational boundaries and influence business outcomes without direct authority • Excellent verbal and written communication skills, including presentation development and delivery • Demonstrated relationship management and stakeholder engagement skills • Ability to manage multiple priorities and operate effectively in a dynamic environment • MBA preferred • Financial services advanced designation preferred, such as CFA, CAIA, CFP®, or ChFC® • Experience supporting an RIA platform, broker-dealer, TAMP, custodian, or wealth management platform preferred • Experience working with alternative investments, private markets, and sophisticated wealth management solutions preferred

🏖️ Benefits

• Various bonuses, including annual or long-term incentives • Medical, dental, and vision insurance • Health savings account • Flexible spending account • 401k • Pension • Life and accidental death and dismemberment insurance • Disability insurance • Supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • Paid parental leave • EAP • Well-being benefits • Other employee benefits