Pershing, Retirement and Long Term Planning Solutions, Director

Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting

The Retirement and Long-term Planning solutions product management team is responsible for retirement, insurance and philanthropic solutions to include : Qualified Retirement Plans, Annuities, Decumulation, Donor Advised Funds and other tax preferred solutions. In addition, this team manages any applicable regulatory, legislative and compliance responsibilities for these products and solutions. Overall activities include managing this range of products from development through implementation and supporting sales and delivery.

Position Summary
Provides leadership for the Retirement and Long-term Planning solutions product management team. This includes developing the strategy for Retirement, Insurance and philanthropic solutions based on industry trends, regulatory changes and client needs. Provides support for product managers throughout the product development lifecycle. Leads the team’s efforts within the technology prioritization process to ensure desired solutions are committed to and are built. Responsible for managing key vendor relationships .

Job Responsibilities

  • Monitors and analyzes industry trends and market changes impacting the asset and wealth management industry as they relate to retirement and long-term planning solution
  • Leverages strong market knowledge to integrate the demands of clients in efforts to try to keep product offerings ahead of competitors.
  • Provides strategic direction to the team and prioritizes work efforts and resource allocation
  • Oversees the product management team’s product development and management efforts
  • Oversees strategy execution with respect to the product team’s technology development and delivery processes
  • Develops, implements and manages product pricing along with capital and operating budgets
  • Understands the implications of product development to Pershing’s policies and operational procedures and influences appropriate change with other various teams supporting the solutions
  • Responds to internal and external clients’ products and services inquiries
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution

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BNY Mellon