Product Specialist

The Investment Solutions Group seeks to provide comprehensive management of all investment products (SMAs, MAC, discretionary portfolios, mutual funds, offshore funds, ETFs, private market, & alternative products) offered to the Insigneo network. With a product-agnostic lens, we will partner with each region and channel in understanding their respective priorities in order to drive and retain assets across all investment products.

• Support the team in developing and implementing new product initiatives that contribute to the tactical and strategic expansion of Insigneo’s investment product platform.
• Support product distribution and service efforts by responding to investment product inquiries and communicating enhancements to the product offering.
• Assist with client onboarding to investment solutions and address client inquiries and requests for information.
• Develop, maintain, and enhance daily, monthly, and quarterly product metrics and management reporting.
• Incorporate risk and business assessments to maintain and strengthen process controls.
• Assess the impact of regulatory changes on the business and support change requests and strategic initiatives to ensure ongoing compliance.
• Support ad hoc research, issue resolution, data requests, and reporting requirements.
• Provide clear, concise, and timely written and verbal updates to stakeholders at all levels of the organization.
• Partner effectively with internal and external stakeholders to achieve business objectives.
• Establish and maintain strong working relationships across all levels of the organization.

• 2–3 years of relevant experience in financial services, with exposure to product management and/or project management.
• Strong client service orientation with a demonstrated commitment to delivering exceptional service and resolving client inquiries effectively.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities, work independently, and maintain a high level of attention to detail.
• Strong interpersonal and communication skills, with the ability to build and maintain effective relationships with clients and internal stakeholders.
• Analytical, resourceful, and strategic thinker with strong problem-solving abilities.
• Self-motivated and proactive, while also thriving in a collaborative team environment.
• Proficiency in Bloomberg, Morningstar Direct, Refinitiv, Microsoft Excel, and PowerPoint.
• Series 7 and Series 63 licenses preferred.
• Fluency in Spanish required;
  Portuguese proficiency is a plus.