Product Manager, Portfolio Rebalancing Job in San Diego, California Us

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

TD Ameritrade Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses. Additionally, TD Ameritrade Institutional provides custody, clearing, and other services to third-party administrators and corporations through our Corporate Services Trust division.

Role:
The Product Manager will serve as a consultant and analyst, focusing on technology solutions that address the portfolio rebalancing needs of Registered Investment Advisors (RIAs). The Product Manager will market and guide product functionality, facilitate implementations and coordinate necessary resources across the organization.

Responsibilities:

  • Act as subject-matter expert on product functionality and application to RIA business needs
  • Create proposals for product upgrades, changes in messaging and marketing, targeting of new channels for the products, etc.
  • Work with sales professionals and meet with clients, prospects, and other internal and external sources to understand and assess marketplace needs
  • Work with the product developers and architects to monitor and further product success
  • Gather, analyze and assess necessary reports and data to optimize product performance
  • Create product-related content for internal and external websites and publications
  • Work with internal business partners to develop and roll-out new products to meet appropriate RIA business needs

    • Requirements:

  • Bachelors degree in Business, Finance or equivalent
  • 3-5 years of financial services experience
  • RIA industry experience a plus
  • Series 7, preferred
  • High level of analytical skills
  • Strong written and verbal communication skills
  • Excellent organization and project management skills

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission.