Institutional Product Manager

Capital Partners Mortgage LLC

Southern California, US
Base: $159,354-$254,966; bonus/equity: individual ...
7+ years work experience
Institutional market product offerings
Cross-functional collaboration skills
The role focuses on developing and managing Collective Investment Trusts and Common Trust Funds for plan sponsors and intermediaries

Job Summary

  • The role focuses on developing and managing Collective Investment Trusts and Common Trust Funds for plan sponsors and intermediaries.
  • Candidates will collaborate with sales, operations, legal, and other product professionals to address vehicle-related questions and support business development.
  • The company offers a competitive salary range of $159,354-$254,966, an annual performance bonus, and a retirement plan with a 15% contribution.

Matching Summary

The role focuses on developing and managing Collective Investment Trusts and Common Trust Funds for plan sponsors and intermediaries.

Salary

Base: $159,354-$254,966; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution plus health benefits and flexible work options

Skills & Requirements

Must-have

  • 7+ years work experience
  • Institutional market product offerings
  • Cross-functional collaboration skills
  • Strong project management capabilities
  • Complex issue resolution abilities

Nice-to-have

  • Interest in asset management industry
  • Experience with operational policies
  • Coaching and team development skills
  • Strategic long-term thinking
  • Courage to learn on the job

Key Requirements

  • 7+ years of work experience
  • Asset management industry experience preferred
  • Product strategy and construction experience

Work Rights

Not specified

Tailored Resume

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