Wealth Product Manager

The Wealth Product Manager's responsibility is to report and work closely with the Investment Strategists to develop investment products, maintain and update investment products-related documentation, policies and procedures.

Key Responsibilities:

• Support product/provider due diligence, reviews and suitability assessments.
• Maintain and update product documentation and records
• Monitor product performance and conduct periodic reviews
• Prepare reports and data presentations
• Assist in product setup and ongoing maintenance
• Participate in system testing and enhancement projects
• Ensure full compliance with regulatory and internal requirements
• Support internal and external audits with accurate documentation
• Develop and maintain product-related policies and procedures
• Collaborate with stakeholders to uphold platform quality and efficiency
• Ensure seamless integration of products into PB...