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Lead end-to-end product design, launch, and lifecycle management for a multi-vehicle asset management product shelf. Identify opportunities, structure new strategies (ETFs, mutual funds, UCITS, CITs, interval funds, separate accounts), coordinate cross-functional launches, support international distribution, monitor market and regulatory trends, and provide governance materials for senior leadership and fund boards.

As a Client Engagement Specialist, you will provide customer service, educate clients on investment products, and support financial goal achievement through inbound interactions.

Partner with the CEO to drive enterprise strategy and execution, lead cross-functional initiatives, optimize CEO time and executive team operations, manage board and investor relations, establish KPIs, identify process improvements, and represent the CEO in select meetings.

Lead the Advertising Review team to review and approve marketing and communications across RIA and broker-dealer platforms. Provide SEC/FINRA/ETF marketing compliance expertise, support examinations, optimize review workflows and technology (including Red Oak AdMaster), and lead, mentor, and scale a distributed team to ensure timely, risk-based reviews.

Design and execute omni-channel marketing campaigns for the Intermediary distribution channel; manage campaign calendar, project plans and product launches; create partner-tailored collateral and sales enablement; analyze campaign performance and optimize; support events, compliance reviews, and cross-functional alignment to drive growth for SMAs and other products.

Provide analytical support and build advanced investment risk analytics and reporting. Monitor risk reporting architecture, produce performance and risk commentary, support new strategy on-boarding, lead special research projects, and collaborate with investment franchises and firm functions to enhance data, visualizations, and model setups.