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.
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 .