Hiring: Traded Product Manager Company: Osaic Location: St. Petersburg, FL Job Posted Time: 2026-09-10 11:42:02 Employment Type: Full-time / Hybrid Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Product Management, Project Management, Series 7, Wealth Management About the job Required Skills: •Execution-focused product management role supporting coordination, analysis, and ongoing support for traded product categories, including mutual funds, ETFs, ETPs, and UITs. •Owns roadmap development, product prioritization, governance alignment, sponsor strategy, advisor education, and cross-functional execution for assigned mutual fund, ETF, ETP, and UIT product categories. •Lead the end-to-end lifecycle for assigned traded products, including intake, business case development, review coordination, onboarding, launch readiness, post-launch monitoring, share class updates, fund family changes, fund mergers or closures, product restrictions, and removal from the shelf when appropriate. •Create disciplined processes for evaluating products that may deliver similar exposures through different vehicles, helping reduce inconsistent treatment across mutual funds, ETFs, ETPs, UITs, advisory platforms, and model-based solutions. •Oversee product availability, platform and share class requirements, operational dependencies, data feed and product-lookup accuracy, fee considerations, advisor education needs, disclosure support, and communication planning. •Ensure product changes, sponsor and fund-family updates, platform constraints, trading considerations, and issue escalations are documented, prioritized, and communicated to the right stakeholders. •Serve as the strategic Product Management contact for assigned fund families, ETF sponsors, UIT sponsors, and platform partners. •Prepare executive-ready presentations, committee materials, decision summaries, product updates, and strategy recommendations. Qualifications: •Bachelor’s degree preferred; equivalent experience considered. FINRA Series 7 license strongly preferred. •5 or more years of financial services experience, preferably in product management, platform management, product operations, due diligence, trading, investment solutions, or wealth management strategy. •Solid functional working knowledge of one or more traded product categories, such as mutual funds, ETFs, exchange-traded products, unit investment trusts, share classes, active or thematic ETFs, defined-outcome ETFs, or similar structures. •Strong analytical and problem-solving skills, including the ability to review product details, adoption data, share class and fee considerations, operational impacts, and market information to identify themes and recommended actions. •Strong project management and organization skills with the ability to manage multiple workstreams, deadlines, stakeholders, and open items. •Excellent written and verbal communication skills, including the ability to explain product, platform, and trading concepts clearly and professionally. •Proficiency with Microsoft Excel and PowerPoint, with the ability to prepare clean reports, presentations, trackers, and decision-support materials. •Demonstrated capacity to work collaboratively across Product Management, Due Diligence, Compliance, Supervision, Trading, Operations, Product Systems, Technology, Marketing, Sales, Recruiting, sponsors, and vendors. •Broker-dealer, RIA, wealth management platform, home office product, product governance, or sponsor relationship experience. •FINRA Series 7 preferred or willingness to obtain if required for the role. Series 6, 63, 65, or 66 may also be helpful depending on business need. Compensation: •$90,000 - $115,000 / year •$90,000 - $115,000 per year + annual bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!