Investment Products Team Lead

Job description

Investment Products Team Lead

Job Details

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

Description

The Investment Products Team Lead is accountable for the strategic direction, lifecycle management, and digital evolution of investment products tailored to high-net-worth and institutional clients. This role combines product ownership and will drive innovation across mobile and web platforms, aligning product strategy with business goals and digital engagement metrics.

Main tasks

Product responsibility & digital strategy

• Own the end-to-end strategy and roadmap for the investment product suite, including structured notes, funds, and bespoke solutions.
• Lead digital investment channels (e.g., mobile apps, web platforms) with a focus on user experience, engagement, and NPS.
• Define and track OKRs, success metrics, and P&L performance across digital and product domains.
• Apply agile methodologies and experimentation frameworks to accelerate delivery and innovation.

Leadership & Organizational Impact

• Foster a culture of accountability, innovation, and continuous improvement.
• Represent the investment product function in governance forums and strategic planning.

Cross-sectional collaboration

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

Governance, compliance & performance

• Ensure all products meet internal and external regulatory standards.
• Maintain robust documentation and audit trails for product approvals and changes.
• Monitor product performance and client satisfaction, initiating enhancements as needed.

Requirements

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

Opportunities

Equal rights

• This employer is required to notify all applicants of their rights pursuant to federal employment laws.