Public-Private Solutions (PPS) Product Specialist Senior

Public-Private Solutions (PPS) Product Specialist Senior

As a Public-Private Solutions (PPS) Product Specialist Senior, your primary responsibility will be to manage the PPS Product Lifecycle from development to successful growth and ongoing management.

As a Senior PPS Product Specialist, you will have strong knowledge of interval funds and CG's products as well as the competitive landscape and marketplace trends for those products. The ideal candidate possesses knowledge of investments and capital markets in addition to CG's investment process and philosophy. She/he will execute on a comprehensive strategy and roadmap for product(s) or offering component(s), as well as ensure that products are appropriately positioned and the product strategy is effectively executed.

You will be accountable for the support and growth of the PPS product portfolio, including developing new products and insights, conducting competitive and industry research to inform future product development, and tracking product health through reporting.

The role will work closely with PPS leadership, PPS sales specialists, and our operations, digital and marketing teams. You will support projects across the broader organization (including, but not limited to Investment, Legal, Operations, Distribution, Finance).

Primary responsibilities/essential functions:

• Partners with PPS Product leadership to execute the vision, direction and priorities for the PPS program
• Supports development and execution of the long-term PPS product and research roadmaps
• Analyzes data from business scorecards and assesses product performance metrics against goals/objectives
• Researches industry, product, and regulatory opportunities and issues and provides strategic recommendations
• Acts as an PPS subject matter expert for the organization
• Helps develop PPS sales insights and marketing plans
• Works closely with sales specialists, marketing and client groups to develop product sales insights and support marketing campaigns
• Identifies industry trends and incorporates competitive knowledge into PPS activities, including written commentary and sales insights
• Manages the PPS Product Suite
• Monitors product health to ensure PPS funds and solutions operate effectively through reports and dashboards
• Coordinates with all relevant functions and client groups to manage PPS related activities
• Communicates relevant and timely information about the product across the organization

Skills/qualifications:

• Bachelor's Degree. Advanced degree (MBA or other) a plus
• You have 5+ years of relevant financial services product management experience
• You have a Series 7 and a 63 or 66 license or willing to obtain within the first 90 days.
• You have experience launching new financial services products (a plus).
• You have in-depth knowledge of product construction, rules and regulations.
• You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.
• You can extract meaningful insights from large quantities of data and represent findings to various stakeholders.
• You can effectively lead and facilitate a variety of meetings.
• You have the ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates.
• You are highly proficient in Microsoft Office. PowerBI/Tableau a plus
• You have experience with Morningstar, Bloomberg, Ycharts, and/or FactSet

Southern California Base Salary Range: $125,909-$201,454