Investment Product Manager

Amalgamated Bank New York , NY 10007

Posted 3 months ago

Amalgamated Bank seeks a full time Investment Product Manager who will be responsible for ensuring the Bank's suite of institutional investment products and services remains competitive, profitable and properly managed throughout its life cycle.

Essential Job Functions:

  • Oversee suite of institutional and custody investment products and services

  • Identify, evaluate and implement measures to improve product performance, profitability, and competitiveness in line with the Bank's core values and mission.

  • Develop rigorous business case for all new products and enhancements.

  • Define grounded, rigorous business requirements in conjunction with cross functional teams.

  • Create full understanding and alignment on: product features & functionality, product economics (NPV and profitability), ROI of product development, customer needs, process flows supporting customer journey, competitive landscape, potential pricing strategy, and identified threats.

  • Work with Technology, Operations, Risk, Business, PMO and other internal and 3rd party resources to effectively implement NPD process.

  • Manage product profitability throughout life cycle make informed, data-based, economic decisions on when to make adjustments to fund products vs sunset them.

  • Responsible for understanding the changing market and the Bank's niche customer landscape in order to maintain a competitive suite of products and services.

  • Where applicable, work with Marketing and stakeholders on product campaigns, collateral and communication.

  • Provide ongoing product training to internal and external clients to ensure clear understanding of product value proposition.

  • Partner with Trust and Investment Management stakeholders on product positioning and potential new business strategies.

  • Manage and improve related product vendor relationships, as they pertain to product development, functionality and economics.

  • Oversee development of product documentation, FAQs, and reference materials for internal and external audiences.

  • Ensure compliance with all Bank policies and regulatory standards.

  • Promote an environment that supports diversity and reflects the Amalgamated Bank brand.

  • Perform other duties as directed.

Knowledge, Skills and Experience

Requirements:
  • Bachelor's degree or equivalent experience

  • 5-7 years of related experience working in a relevant environment, e.g. investment management, trust and custody services, fixed income products, with institutional investors, etc.

  • Minimum 3-5 years in a direct product management role

  • Thorough knowledge of trust and/or investment management and a strong understanding of investment funds

  • Ability to work effectively as part of a team to drive projects and deliverables

  • Excellent communication skills; able to manage internal and external relationships effectively and articulate complex solutions to both internal and external stakeholders

  • Strong planning and project organizing skills

  • Demonstration of initiative and innovation to resolve issues rapidly

  • Fluency in Microsoft Office including advanced Excel

  • Stellar written and verbal communication skills

  • Commitment to seeking opportunities for improvement and ability to achieve results despite challenges

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans.

AmeriCorps, Peace Corps and other national service alumni are encouraged to apply.

View our Pay Transparency Statement.

Submission of a resume or an y information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.


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Investment Product Manager

Amalgamated Bank