If you searched Superstar Sourcing for Director, Product Management - Investments (with 4 additional requirements) on January 3, 2026 you'd find 391 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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100%

S**** B****

Director Product Management at Hartford Funds

Philadelphia, United States 21 years 1 month

Excellent fit, currently a Senior Director of Product Management at a major fund company with explicit experience across mutual funds and ETFs. Hartford Funds (Sr Director Product Mgmt 13+ yrs) → The Hartford, 21+ years in finance. Excellent.

Work Experience

Hartford Funds
Senior Director of Product Management · 13 years 4 months
The Hartford
Product Manager · 7 years 11 months

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

product management mutual funds interpersonal leadership presentation skills competitive intelligence distribution management portfolio management management analytics designing structures leadership +8 more
100%

S**** S****

Managing Director, Product Management

New York, New York, United States 28 years 10 months

This candidate is an excellent fit, currently leading Product Management specifically for mutual funds and ETFs at an investment firm. MD Head of Product Management at New York Life Investments, 28 years experience. Excellent.

Work Experience

New York Life / MainStay Investments
Sales Associate · 3 years
New York Life Insurance Company
Director - Product Management · 6 years
New York Life Insurance Company
Managing Director - Head of Research Platform Group · 2 years
New York Life Insurance Company
Marketing Associate · 4 years
+ 2 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director investments management responsible driving strategy marketing sales positioning analytics analysis research +8 more
100%

E**** A****

Senior Director of Product Management | Financial Services Leader | Trusted Strategic Advisor

Denver, Colorado, United States 20 years 11 months

Excellent fit as this candidate has extensive Senior Director of Product Management experience specifically within asset management, including mutual funds and exchange-traded products. Transamerica Asset Management history across Director/VP roles, 20+ years in finance. Transamerica Asset Management → Transamerica Asset Management → Transamerica Asset Management, Director/VP/Sr Dir. Excellent.

Work Experience

AEGON Americas
Manager, Project Management · 2 years
Transamerica Asset Management, Inc.
Director of Risk Management and Project Engineering · 3 years
Transamerica Asset Management, Inc.
Vice President, Director of Communications, Product Development, and Project Management · 2 years
Transamerica Asset Management, Inc.
Senior Director, Product Management · 11 years
+ 1 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director management risk engineering design trusts communications strategy evaluation proactive messaging compliance +8 more
100%

P**** C****

Financial Services Professional

Brooklyn, New York, United States 33 years 3 months

Excellent fit as this individual recently held a Global Head of Product role overseeing investment products, including public markets strategies, fitting the required experience levels and functional domain. Manulife IM (14yr product leadership) → Deutsche Asset Management, 33+ years in finance. Excellent.

Work Experience

Deutsche Asset Management
Managing Director, Head of Product Development · 8 years 1 month
Manulife Investment Management
Global Head of Product Development · 1 year 8 months
Deutsche Asset Management
Managing Director · 1 year 7 months
Alex. Brown & Sons
Assistant Vice President · 3 years
+ 2 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

performing director database profitability strategy compliance management mergers legal finance accounting acting +8 more
95%

K*** D****

Client Portfolio Manager at Invesco

Boston, Massachusetts, United States 16 years 2 months

This candidate is an excellent match having held Director, Investment Product, working with ETFs and Mutual Funds, and has extensive experience in investment product strategy and management, easily clearing 10+ years in finance. Invesco → Fidelity (Director Product) → OppenheimerFunds → Columbia Threadneedle (Sr Product Manager, ETFs). Excellent.

Work Experience

Natixis Global Associates
Investment Strategies Intern · 4 months
Invesco US
Client Portfolio Manager, Model Portfolios · 3 years 10 months
F-Squared Investments
Product Analyst · 3 years 5 months
LPL Financial
Financial Advisor Intern · 6 months
+ 5 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

product strategy strategy development development management investment strategies product development strategy management etfs director
95%

G**** H***

Managing Director - Head of Investments Product Development at J.P. Morgan

New York, New York, United States 26 years 3 months

This candidate has a strong title match and extensive experience across investment products, including mutual funds. JP Morgan → Managing Director, Head of Investments Product Development, managing mutual funds and other investment products. Excellent.

Work Experience

J.P. Morgan
Managing Director · 26 years 4 months

Qualification Criteria 4 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

management p director product development product management mutual funds private equity real estate hedge funds structured products wealth management
95%

C**** Y****

Director, Product Management

Seattle, United States 23 years 11 months

This candidate perfectly matches the desired title and has deep experience in product management within the investment/asset management space including years at Franklin Templeton and FTSE Russell. FTSE Russell (LSEG) → Franklin Templeton → Russell Investments; 23+ years experience. Excellent.

Work Experience

Russell Investments
Senior Product Manager · 4 years
Provident Funding Associates L.P.
Analyst · 2 years
Franklin Templeton
Global Product Strategy · 6 years
Liberty Tax Service
Tax Consultant · 2 years
+ 1 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director management strategy tax product management product strategy
95%

J*** C****

Senior Director, Investment Product Management & Development at Hartford Funds

Philadelphia, Pennsylvania, United States 17 years 6 months

This candidate is an excellent fit, currently serving as Senior Director leading Product Management and Development within investment management, explicitly mentioning Mutual Funds and ETFs experience and well over 10 years in the industry. Hartford Funds Senior Director (Product Mgmt) → Merrill Lynch → DFA. Excellent.

Work Experience

Merrill Lynch
Vice President, Platform Management · 3 years 2 months
Dimensional Fund Advisors
Trading Assistant · 2 years 4 months
Hartford Funds
Senior Director, Product Management & Development · 10 years 9 months
Bank of America Merrill Lynch
Associate, Product Specialist · 1 year 7 months

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

management strategy retail structures etfs trusts mba director trading investment management wealth management product development +6 more
95%

A**** G****

Director of Product Strategy, Individual Investor, U.S. at Morningstar

Chicago, Illinois, United States 26 years

Excellent match with direct relevant experience in product strategy covering ETFs and mutual funds within investment solutions. Morningstar (current Director) → Mesirow Financial → Newfound Research, 26 yrs total experience. Excellent.

Work Experience

Northern Trust
Sr. Fund Administrator · 2 years
Morningstar
Strategist, ETF Managed Portfolios · 2 years 9 months
The National Futures Association
Field Supervisor · 3 years
Morningstar
Sr. Mutual Fund Analyst · 7 years 1 month
+ 3 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

risk management structures construction research consulting committees investors projects leadership director strategy +8 more
95%

M**** K***

Director, Investment Due Diligence at Invesco

New York City Metropolitan Area, United States 22 years 6 months

Excellent background combining Director-level investment due diligence, product strategy, and experience at significant asset managers including BlackRock (MD), indicating deep knowledge across investment products, likely including funds/ETFs. Director/MD → Due Diligence/Product Strategy, Invesco/BlackRock/Russell, 22+ years total. Excellent.

Work Experience

A.G. Edwards & Sons, Inc.
Senior Investment Analyst · 3 years 11 months
JPMorgan Chase & Co.
Vice President, Product Strategy · 1 year 3 months
Allianz Global Investors
Vice President, Product Specialist · 3 years 1 month
Russell Investments
Head of US Platform Sales, Advisory & Intermediary Solutions · 2 years 8 months
+ 3 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director strategy sales management due diligence product strategy wealth management
95%

S*** D****

Chief Operating Officer, Managing Director | State Street Global Advisors' Exchange Traded Funds | Asset Management| Business Strategy and Planning | Operations Strategy and Management | Business Development | MBA

Bedford, New Hampshire, United States 20 years 9 months

Excellent fit with strong executive experience directly in the ETF space, although the role listed is COO, the context is Director-level product/business leadership in ETFs. State Street Global Advisors (ETF COO) → current high-level role, 20 years total experience in FS. Strong.

Work Experience

State Street Global Advisors
Vice President, Product Structure, Intermediary Business Group · 1 year 9 months
Citizens Advisers
Executive Vice President, Head of Business and Investment Operations · 2 years 4 months
State Street Global Advisors
Chief Administrative Officer, Managing Director, Intermediary Business Group · 2 years 10 months
State Street Global Advisors
Chief Operating Officer Americas, Managing Director, State Street Exchange Traded Funds · 9 years 2 months
+ 1 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

results oriented financial services asset management business development mutual funds business planning running management strategy operations etfs investors +2 more
95%

R**** F****

iShares Business and Product Strategy- BlackRock

New York, New York, United States 17 years 4 months

Excellent fit focusing on iShares (BlackRock's ETF arm) and director-level product strategy roles in asset and product management. BlackRock (Director iShares Strategy, VP Fixed Income Product Mgmt) → Deutsche Asset Management, 17 years exp. Excellent.

Work Experience

Deutsche Asset Management
Account Manager- Trust and Private Banks · 2 years 4 months
Deutsche Asset Management
Associate- Strategic Initiatives Group · 1 year 11 months
BlackRock
Director- iShares Business Strategy
BlackRock
Vice President- Fixed Income Product Management · 3 years 9 months
+ 1 more positions

Qualification Criteria 4 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director strategy management business strategy fixed income product management
95%

S**** S****

Director, ETF Product Management at Sprott

Lancaster, Pennsylvania, United States 20 years 10 months

Excellent direct match, holding the Director title specifically focused on ETF Product Management, along with Mutual Fund launch experience and deep industry tenure. Director, ETF Product Mgmt at Sprott → Sr Mgr Product Mgmt at ProShare Advisors. Excellent.

Work Experience

Vanguard
Project Manager - Equity Investment Group · 3 years 6 months
Vanguard
ETF Product Manager · 1 year 3 months
Sprott
Director, ETF Product Management
ProShare Advisors, LLC
Portfolio Manager · 6 years 3 months
+ 1 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

strategy director management etfs construction maintenance capital gold responsible partnerships less flexibility +8 more
95%

J*** V****

Strategic Portfolio Director at Principal Financial Group

United States 30 years

Exceptional fit: Director level experience leading product development, specifically mentioning oversight of US Mutual Funds and ETFs, combined with over 20 years in asset management. Principal Financial Group Director roles focusing on product development and strategy. Excellent.

Work Experience

Principal Financial Group
Director - Investment Services · 20 years 2 months
Principal Asset Management
Strategic Portfolio Director
Principal Asset Management
Director - Global Product Development · 5 years 4 months

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

management retirement etfs trusts director strategy formulation investors profitability environmental governance less +8 more
95%

Z*** S****

Director of Product Management

Austin, Texas, United States 13 years 2 months

This candidate perfectly matches the specific title/role and has substantial experience in the required industry, with consulting/implementation roles for investment systems including KKR. Director of Product Management at SS&C Advent and experience at KKR signals strong fit across the board. Strong.

Work Experience

SimCorp
Senior Consultant · 1 year 9 months
AYIC
Co-Founder · 1 year 11 months
SS&C Advent
Director of Product Management · 3 years 6 months
KKR & Co. Inc.
Systems Consultant · 1 year 8 months
+ 3 more positions

Qualification Criteria 4 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director management product management project manager
95%

C**** M****

Director at BlackRock

Boston, Massachusetts, United States 25 years 1 month

This candidate has extensive experience in related roles within investment management, including explicit experience with ETFs and Mutual Funds. Ex-State Street Global Advisors → BlackRock VP → BlackRock Market Leader, massive experience. Excellent.

Work Experience

State Street Global Advisors
Vice President · 5 years 6 months
iShares
Vice President · 11 years 9 months
Fidelity Investments
Retirement Brokerage Services Representative · 5 years
State Street
Internal Sales Representative · 2 years 5 months
+ 1 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

wealth management mutual funds separately managed accounts responsible construction management etfs less retirement brokerage 401k retail +3 more
95%

S**** S****

Head of Global Product Strategy and Development at J.P. Morgan Asset Management

New York, New York, United States 27 years 2 months

Excellent fit, currently holding a Global Head of Product Strategy and Development role within Asset Management, aligning perfectly with the required functions and industry tenure. Head of Global Product Strategy & Dev @ JPM AM → Co-Head Strategy @ JPM AM (27+ yrs, strong AM focus). Excellent.

Work Experience

J.P. Morgan Asset Management
Investment Research Team · 2 years 9 months
J.P. Morgan Asset Management
Head of Global Product Strategy and Development
J.P. Morgan Asset Management
Investment Services Group, J.P. Morgan Retirement Plan Services · 10 years 7 months
J.P. Morgan Asset Management
JPMorgan Private Bank · 1 year 4 months
+ 3 more positions

Qualification Criteria 6 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

strategy research management p retirement distribution marketing analysis consulting training projects product strategy +2 more
95%

N**** B***

Sales Strategy | Business Intelligence | Product Development | Product Management | Product Strategy

Gillette, New Jersey, United States 27 years 5 months

This candidate has ample experience as an Executive Director leading Product Management/Development at a massive investment firm, including specific mutual funds experience, though ETFs is not confirmed as recent. Morgan Stanley (Exec Director Head of Product Mgmt 12+ yrs) → Lord Abbett → Goldman Sachs, 27+ years in finance. Strong.

Work Experience

Prudential International Investments
Manager - Offshore Mutual Funds · 2 years
Morgan Stanley
Executive Director - Head of Product Management and Market Intelligence · 9 years 2 months
Prudential International Investments
Manager - Offshore Product Development/Management · 2 years
Goldman Sachs Asset Management
Associate - Product Management · 2 years 10 months
+ 3 more positions

Qualification Criteria 5 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

sales profitability planning director management intelligence offshore decision making problem solving product management market intelligence mutual funds +2 more
93%

N**** A****

Experienced Financial Services Leader and Product Manager

Oak Park, Illinois, United States 29 years 10 months

This candidate has strong product management and financial services leadership experience, covering investment analysis and creating business cases for new products. Ex-John (VP Digital Product Management) → current specialist, 29+ years experience. Excellent.

Work Experience

Morningstar
Director of Database Product Management · 2 years 6 months
Nuveen
Channel Marketing Manager, IBD · 1 year 7 months
Broadridge
Fiduciary Consultant · 4 years 8 months
Morningstar
Senior Vice President, Director of North American Data Feeds Product · 2 years 10 months
+ 6 more positions

Qualification Criteria 4 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

financial services strategic planning process improvement investment strategies asset management product knowledge business case product management management development project managers channel marketing project management +8 more
90%

J*** A****

Senior Vice President, Institutional Business Development

Austin, Texas, United States 22 years 9 months

This candidate has senior leadership experience in Investment Product Management, aligning perfectly with the core function, with deep financial services tenure, though they don't explicitly list mutual fund/ETF product management, their seniority and product background suggest high relevance. Northern Trust (SVP Investment Product Management & Strategy) → Dimensional Fund Advisors → Federated Hermes (SVP Institutional Business Development). Excellent.

Work Experience

Federated Hermes
Senior Vice President, Sr. Sales Rep, Institutional Business Development
Northern Trust Asset Management
Senior Vice President, Institutional & Intermediary Sales · 3 years 11 months
Ibbotson Associates
Senior Investment Consultant · 2 years
Northern Trust Asset Management
Senior Vice President, Investment Product Management · 3 years 1 month
+ 2 more positions

Qualification Criteria 3 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

management leadership sales strategy investment management business development product management
90%

D**** B****

Managing Director, Schwab Asset Management , Head of Equity Product Management and Innovation

Chicago, Illinois, United States 28 years 3 months

Excellent fit with a current role as Managing Director and Head of Equity Product Management and Innovation, significant experience spanning ETFs and investment management. Schwab MD/SVP → Guggenheim SVP → Nuveen AVP, 28+ years in finance, MBA Chicago Booth. Excellent.

Work Experience

Guggenheim Investments
Senior Vice President · 5 years 2 months
Charles Schwab
Managing Director, Head of Strategy, Innovation and Stewardship
Charles Schwab
Managing Direct, Schwab Asset Management, Head of Equity Product Management and Innovation
Charles Schwab
Managing Director, CSIM Strategy and Product Development · 4 years 2 months
+ 5 more positions

Qualification Criteria 5 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director strategy innovation stewardship management asset management product management product development
90%

T*** S****

Englewood, Colorado, United States 18 years 1 month

Excellent fit for Product Management within financial services, specifically mentioning Mutual Funds, and possessing strong product experience at Charles Schwab and BlackRock. Persefoni → Charles Schwab → BlackRock → Hewins Financial Advisors → K&H. Excellent.

Work Experience

K&H Consulting
Financial Account Manager and Bookkeeper · 2 years
BlackRock
Product Manager · 6 years 4 months
Hewins Financial Advisors
Client Service Specialist · 1 year
Charles Schwab
Sr. Product Manager - Active Equity & Fixed Income Mutual Funds · 5 years 9 months
+ 2 more positions

Qualification Criteria 4 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

client services account management product management management development project management relationship management risk analysis technology integration client service client relations investment management market research +8 more
90%

T**** H****

Financial Planning | Asset and Wealth Management | Trust Advice

Boston, Massachusetts, United States 38 years 6 months

Very strong fit, especially given explicit mention of expertise across mutual funds and ETFs, pointing to relevant product oversight skills, despite the current title being VP/Director level in Business Development/Strategy. Charles Schwab (MD, Head of Portfolio Strategist Group) → Appleton Partners (VP, Director of Business Development) → State Street (MD). Excellent.

Work Experience

F-Squared Investments
Senior Vice President-Investments · 4 years
First Chicago Bank & Trust
Assistant Vice President · 3 years
Appleton Partners, Inc.
Vice President, Director of Business Development · 1 year 7 months
Lehman Brothers
Vice President · 3 years
+ 6 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

integrity sales etfs consultants benefits military management director investments army aviation mutual funds +3 more
90%

M**** R****

Executive Director, Investment Specialist (NY/NJ/Mid Atlantic)

New York, New York, United States 20 years 1 month

This candidate explicitly mentions experience with mutual funds and ETFs across their career and holds Director/Executive Director titles, fitting the investment vehicle requirements but not the specific 'Product Management' title. Executive Director/Director Sales/Wholesaler → experience with mutual funds, ETFs, and SMAs (3+ years). Excellent.

Work Experience

Cambiar Investors
Wholesaler, Senior Vice President @ Cambiar Investors · 3 years 7 months
Legg Mason
Sales Director · 2 years 3 months
Morgan Stanley Smith Barney
Vice President, Fixed Income Sales · 6 years
NEOS Investments
Director, Investment Specialist · 6 months
+ 3 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

sales construction etfs bonds director investors consulting separately managed accounts asset allocation mutual funds fixed income
90%

A**** K****

Executive Director - JPMorgan Investment Management, Inc.

New York, New York, United States 20 years 10 months

This candidate has strong investment management product experience, including ETFs and Mutual Funds, but their current title is Executive Director rather than Director of Product Management. J.P. Morgan AM → Barclays Wealth → Citi, CFA Charterholder. Excellent.

Work Experience

Citi
Manager - Private Equity Investor Services · 3 years
J.P. Morgan Asset Management
Vice President - US Funds Product Implementation · 10 years 7 months
Citi
Manager - Hedge Funds Investor Services · 2 years
Barclays Wealth and Investment Management
Change Lead Consultant · 1 year
+ 2 more positions

Qualification Criteria 5 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

investments etfs management director alternative investments mutual funds project management people management private equity hedge funds
90%

D**** S****

Investment Product Development / Management & Marketing

Boston, Massachusetts, United States 29 years 11 months

This candidate explicitly lists Investment Product Development/Management, including roles at Fidelity Investments working on Managed Accounts Product Management and holding Director level positions, strongly suggesting product focus in investment space for over 29 years. Fidelity Investments → Wells Fargo → Allspring → Commonwealth. Excellent.

Work Experience

Fidelity Investments
Director; Investment Product Management and Marketing · 14 years 8 months
JP Morgan Asset Management
Vice President · 1 year 4 months
Wells Fargo
Investment Product Development
Commonwealth Financial Network
Investment Product Manager
+ 2 more positions

Qualification Criteria 3 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

product management management development due diligence management marketing product development management communications director marketing
90%

G*** B****

EVP - Head of Global Product Strategy & Development at Cohen & Steers

Chicago, Illinois, United States 26 years 1 month

This candidate has a clear history leading Product Management/Strategy within investment management firms and mentions fund oversight, suggesting deep relevant experience. Cohen & Steers → Nuveen (Head of Product Management & Development) → Cohen & Steers. Strong senior fit. Strong.

Work Experience

Nuveen
Senior Managing Director, Head of Product Management & Development
Nuveen
Senior Vice President, Director of Product Development
Nuveen
Vice President, Managed Accounts Product Development
Smith Barney - Citigroup
Assistant Vice President, Consulting Group
+ 6 more positions

Qualification Criteria 4 met

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director management responsible distribution consulting architecture investments strategy research liability product management management development +8 more
90%

S*** H***

SVP, Director of Strategic Planning & Operations - Franklin Templeton Fixed Income Group at Franklin Templeton Investments

San Francisco, California, United States 23 years 11 months

Excellent match as this candidate has recent SVP/Director level roles focused on Strategy & Operations within a major investment firm (Franklin Templeton), including specific prior roles as Product Manager and Senior Product Manager at the same firm. Franklin (SVP Strategy/Ops) → Franklin (VP Sr Product Manager) → UBS (Research) → US Air Force. Excellent.

Work Experience

United States Air Force
Flight Commander / Operations Director · 4 years
UBS
Research Analyst · 2 years
Franklin Templeton
Vice President, Product Manager · 1 year
Franklin Templeton
Vice President, Senior Product Manager · 6 years
+ 5 more positions

Qualification Criteria 3 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director planning operations research communications strategic planning fixed income strategic communications
90%

J**** B****

Director of Controls and Fund Administration at Bitwise Asset Management

New York, New York, United States 17 years 11 months

This director works closely with fund operations and governance, directly referencing ETFs and fund complexes, making them a strong candidate despite the title being Controls/Fund Admin, not pure Product Management. Bitwise Asset Management → 17+ years experience. Strong.

Work Experience

WisdomTree Asset Management
Fund Manager · 5 years 10 months
Bitwise Asset Management
Principal Financial Officer - Asset Management Products
AMG Funds
Senior Fund Administrator · 2 years 10 months
AMG Funds
Assistant Vice President · 2 years 9 months
+ 3 more positions

Qualification Criteria 5 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

director administration reporting management etfs reports preparation governance vendor audit tax valuation +8 more
90%

K**** C***

Vice President, Planning & Advice Product Management at Fidelity Investments

Boston, Massachusetts, United States 19 years 2 months

This candidate has held the exact title 'Director, Product Management' recently (though briefly) and has deep product strategy/management experience within a major investment firm including fund rotation work. VP Planning/Advice Product Mgmt → Director, Product Mgmt at Fidelity, 19 years finance. Strong.

Work Experience

Fidelity Investments
Associate · 1 year
Fidelity Investments
Director, Business Analysis · 1 year 1 month
Fidelity Investments
Business Analyst · 1 year 7 months
Fidelity Investments
Director, Strategy and Business Development · 2 years 1 month
+ 5 more positions

Qualification Criteria 4 met, 1 not

ETFs experience
Mutual funds experience
Financial services industry
10+ years financial services
Director of Product Management
Investment management experience

Skills & Expertise

product management business analysis business development global strategy general management defined benefit asset management planning management director analysis strategy +4 more
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