Investment Products Team Lead

Stellenbeschreibung

Investment Products Team Lead

Job Details

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

Beschreibung

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.

Hauptaufgaben

Produktverantwortung & Digitale Strategie

• 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.

Führung & Organisatorische Auswirkungen

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

Querschnitts-Kollaboration

• 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 & Leistung

• 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.

Anforderungen

• 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.

Chancen

Gleichberechtigung

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