Investment Product Director

How will your role impact First Command?

First Command was founded in 1958 by a retired military officer who was enthusiastic about helping service

members and their families strengthen their financial security.   The Financial Solutions Strategy team shares this passion for our mission and leads our financial product solutions and platforms offered through the coaching relationship with our clients. The Investment Product Manager will own the product strategy, development, management and delivery for managed account and brokerage products and services offered by First Command.

Through the development of a product and service suite that starts with client segment personas and Client Experience (CX) data, the investment product lifecycle will enable First Command to leverage business partners for product innovation and delivery. By leveraging industry and company knowledge, market product trends, product and strategic partner ecosystems, the Investment Product Manager will serve as a comprehensive resource for financial advisors, and service associates leveraging these products to help our clients establish and implement their financial plan.

What will you be doing?

• Leads the development and deployment of new wealth management products, programs, and features in the managed account and brokerage platforms in alignment with the company’s financial coaching philosophy. These include; UMA (Unified Account Management), Separate Account Managers (SMAs), Trust Services, and other managed account solutions.
• Identifies gaps and recommends new solutions and services to add to the First Command product portfolio that enables client achievement of financial goals and Advisors to better serve clients.
• Serves as the subject matter expert for our wealth management capabilities, leveraging knowledge of First Command’s investment products, services and best practices.
• Provides day-to-day service, support, and reporting of wealth management programs and services.
• Analyzes and monitors the industry, competitors, and advisor platform trends to continually improve First Command’s wealth management programs and services.
• Manages relationships and assist in negotiating pricing with product partners.
• Collaborates with internal stakeholders to support the product, including marketing, sales, legal, compliance, training, operations, etc.
• Engages with outside consultants, legal counsel, industry resources etc., to ensure alignment with best practices.
• Proactively engages the CX and UX research teams for feedback data from First Command clients and other groups regarding satisfaction and experience with products (where possible).
• Maintains strong knowledge of client and persona journeys across products and product experiences while owning a horizontal, enterprise view.
• Remains knowledgeable on industry, regulatory, competitive, and partner trends translating insights, risks, and opportunities for the company through proactive reporting and communications.
• Attends industry product events as needed for best practice and innovation trends in product markets.

What skills / qualifications do you need?

Education

Work Experience

Certifications

Required Knowledge, Skills and Abilities

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Required Skills

Required Experience