Investment Products Team Lead

Job description

Job Details

• Job Category: VP II
• Requisition Number: INVES001856
• Posted: August 20, 2025
• Full-Time
• Florida

Tasks

Product Ownership & Digital Strategy

• Ownership of the strategy and roadmap for the investment product suite, including structured notes, funds and bespoke solutions.
• Management of digital investment channels (e.g. mobile apps, web platforms) with a focus on user experience, engagement and NPS.
• Define and track OKRs, success criteria and P&L performance across digital and product areas.
• Application of agile methods and experimentation frameworks to accelerate delivery and innovation.

Leadership & Organizational Impact

• Promoting a culture of responsibility, innovation and continuous improvement.
• Representing the investment product function in governance forums and strategic planning.

Cross-Functional Collaboration

• Collaborate with investment, legal, risk, operations and technology teams to ensure seamless product delivery.
• Acting as a liaison between departments, influencing priorities and aligning stakeholders.
• Work with bankers and client-facing teams to gather feedback and refine offerings.

Governance, Compliance & Performance

• Ensuring that all products meet internal and external regulatory standards.
• Maintenance of robust documentation and audit trails for product approvals and changes.
• Monitoring product performance and customer satisfaction, initiating improvements where necessary.

Requirements

• Bachelor's degree in finance, economics or a related field; MBA or CFA preferred.
• 7+ years of experience in developing investment products, digital channels or structured solutions.
• Strong understanding of capital markets, investment vehicles and regulatory frameworks.
• Proven leadership skills in managing large, cross-functional teams and agile delivery.
• Excellent communication and stakeholder management skills.
• Fluent in English; Portuguese and/or Spanish preferred.

We offer

• Equal Opportunity Employer: This employer is required to inform all applicants of their rights under federal employment laws.