Product Manager Managed Account Portfolio Construction

Job Description
Company Overview

In 1983, the first online trade was placed using early E*TRADE technology. Today, E*TRADE FINANCIAL is a global financial leader, delivering value and innovation to millions of customers in more than 40 countries worldwide.

We are looking for highly energized, dynamic professionals who are ready to join a fast-paced, world leader in the financial services industry. We move at the speed of the Internet. Our work culture fosters an incredible exposure to innovative ideas and challenges that create experience and opportunity. Many have risen through the organization to become industry leaders, in both the financial services world and in the community at large. E*TRADE is made up of some of the brightest and most talented people in the industry - are you ready to join the industry leader?

Detailed Description

Position Summary: We are looking for a highly motivate individual with financial services knowledge. Successful candidate will possess strong communications and problem-solving skills. Desired candidate is someone who thrives in a team-oriented, results-oriented, and customer-focused environment, welcomes challenge, embraces change, is creative, can learn fast, and works well under tight deadlines.

This individual will be responsible for supporting our investment advisory initiatives.

Duties & Responsibilities: Candidate must be highly motivated, extremely organized, detail-oriented and analytical. In addition the candidate will possess outstanding presentation, communication and customer service skills.

Key responsibilities for this job are:

Update financial consultants on all current information and changes regarding recommended funds and managers

Partner with consultants to generate investment proposals for high net worth clients

Assist financial consultants with navigation of advice tools and services

Serve as a resource for advisory services questions

Implement and monitor registered investment advisory policies and procedures

Support ongoing analysis of investment management models and vehicles including mutual funds, ETFs, and separate account models

Support with production of internal and external educational materials

Provide analytical support towards the sales and marketing of investment advisory products

Job Requirements

Degree in finance, econ, business or related field

Experience in investment advisory/asset management

Experience creating investment proposals for high net worth clients

Experience using Morningstar and Zephyr software

Analytic skills using Excel

Strong communication skills

Series 7 & 66 Licensed

3-5+ years experience


E*TRADE Financial Corporation

Job Code

State or Province

New Jersey

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