Vice President, Wealth Alternatives Product Manager Greater New York City, NY Area + 1 more
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About the Role
Greater New York City, NY Area (Hybrid)(New York City, New York)
;Greater Charlotte, NC Area (Hybrid)(Charlotte, North Carolina)
The Company is seeking a VP, Wealth Alternatives Product Manager to play a pivotal role in supporting the product lifecycle for its real estate wealth offerings. This includes non-traded REITs, 1031/DST programs, and other semi-liquid structures. The successful candidate will be responsible for product management, go-to-market initiatives, and will serve as a subject matter expert for distribution and internal partners. Key responsibilities include supporting product execution, enhancements, and positioning, leading competitive, market, and regulatory intelligence, and creating clear materials that synthesize product, market, and performance information. The role demands a professional with strong real estate and tax-aware investment knowledge, competitive and market intelligence, financial acumen, and the ability to translate complex information into clear, compelling narratives. Applicants for the VP, Wealth Alternatives Product Manager position at the company should have a minimum of 5 years' of experience in investment banking, consulting, institutional allocation, product development/management, or alternatives. A Series 7 and 63 licenses are preferred, or the willingness to obtain them within 120 days. A CFA or CAIA designation is strongly preferred. The role requires a candidate with technical proficiency in real estate, tax-deferral/1031 programs, and semi-liquid structures, as well as strong market intelligence, financial acumen, and the ability to translate competitive dynamics into actionable product strategy. Excellent communication, presentation, and writing skills are essential, along with the ability to simplify complex topics for varied audiences. The ideal candidate will be a collaborative self-starter with a high attention to detail, sound judgment, and the ability to manage competing priorities across teams and product lines. Proficiency in Microsoft Excel, PowerPoint, and Word is also necessary.
Functions:
- Product Management
Compensation
USD $136,000-$217,000 (salary) per year
About the Company
Well-established retirement company
Industry
Financial Services
Type
Privately Held
Age
employees
10,001+
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