Dallas Categories:
VP, Advisor Solutions Product Manager Placemark Investments
THIS JOB HAS EXPIRED
Background Placemark Investments is an investment advisory firm registered with the Securities and Exchange
Commission. The company is privately held, with 72 employees located in offices in Dallas, Texas and
Wellesley, Massachusetts.
Placemark develops, implements, and supports wealth solutions, including Unified Managed Account
platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and
family offices. As the separate account industry?s leading independent overlay portfolio manager,
Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual
funds, and ETFs into a single customized portfolio.
Placemark?s core mission is to fundamentally change the way that investment management services
are delivered to clients, fostering a more efficient operating model and delivering more sophisticated
investment strategies to meet a wider variety of client needs. We enable financial advisors, sponsors,
and product providers (managers) to better collaborate in delivering superior investment solutions to
their clients. As a firm, Placemark seeks to foster an entrepreneurial culture focused on integrity,
innovation, respect for employees, and exceeding customers? needs.
Much of the company?s business originates with broker/dealer sponsors for whom Placemark is acting
as the overlay manager in the sponsor?s proprietary UMA program. In addition, in 2010, Placemark
developed and launched UMA Marketplace, an open architecture UMA platform for independent
advisors and managers seeking effective distribution in the independent RIA market. UMA
Marketplace is a key element of Placemark?s growth plans for the next several years. Placemark
believes that the retail investment management industry is in the early stages of a period of
significant product innovation. Efficient and flexible advisor access to these new products will be a key
element of customer portfolio construction. Combined with the continued trend towards advisor
independence, Placemark has concluded that there is a significant opportunity to deliver value by
creating the most cost-effective means for innovative new managers to build highly-productive
relationships with independent advisors. UMA Marketplace is Placemark?s response to this emerging
opportunity; linking advisors with managers in a highly flexible and cost-effective manner.
The Advisor Solutions team within Placemark Investments is responsible for managing the advisorfacing technologies both within Placemark?s traditional broker/dealer sponsor platforms as well as
within UMA Marketplace. To support and foster the accelerating growth within UMA Marketplace,
this team is working on exciting opportunities supporting a broad range of audiences across web,
email, mobile and social media. Interacting with advisors and service providers through web-based
applications and online solutions is imperative for serving their needs.
The VP, Advisor Solutions Product Manager will be instrumental in managing the development of
a vision, strategy and roadmap for the online channels. There will be opportunities to make a deep
impact on our customers and the businesses that we support. At the same time, there are unique
challenges and complex problems to be solved, requiring both creativity and analytical rigor. Primary Responsibilities/Essential Functions:
? Discovers product opportunities for the Advisor Solutions suite of applications that are
valuable, usable, and feasible
? Facilitates and coordinates idea generation and input from stakeholders, team members and
audience members
? Develops deep customer insights and business knowledge and expertise and continuously
deepens that knowledge to envision opportunities that are valuable
? Defines critical functionality that differentiates the Advisor Solutions platform and ensures its
competitive edge in the investment advisory marketplace
? Leads user experience teams in developing new functionality and refining existing functionality
to meet customer needs
? Oversees activities around a specific product domain or program including planning,
implementation and ongoing monitoring
? Ensures that strategies and plans are coordinated and sequenced against the backdrop of
broader business and online strategies and initiatives
? Leads a product development team which builds and implements major project initiatives
while considering scope, cost, feasibility, technology alternatives and business needs
? Maintains responsibility for the overall Advisor Solutions platform and supports the various
business owners and operational staff as needed
? Develops and socializes product vision, strategy, roadmap and key initiatives broadly with
stakeholders and teams
? Develops measures that track and monitor overall product/program performance
Professional Qualifications/Functional & Personal Skills:
? Minimum of 7 years? experience in Product Management specifically in the investment advisory
business
o Preference to those who have worked for technology providers in the investment
advisory business
? High level knowledge of the various lines of business in the investment advisory industry,
including brokerage firms, custodians, product manufacturers, technology providers, research
firms and other marketplace constituents
? Deep knowledge of advisor-facing application and technology platforms
? Significant experience designing, developing and managing web-based applications
? Significant experience implementing online transactional solutions/applications
? Experience working with technology vendors in the investment advisory business
? Excellent written and oral communication skills to effectively communicate across all
organizational levels
? Good judgment in identifying issues and recommending solutions to others
? Strong presentation skills, including presenting to executives
? Strong analytical skills and attention to detail
? Professional attitude and appearance
? Strong investment acumen a plus
Compensation and Benefits:
? Competitive salary plus annual bonus
? Comprehensive benefits package including:
o Medical, dental and vision insurance o 3 weeks paid vacation
o 401(k) plan with company match
o Employer paid life insurance, AD&D, and short/long-term disability coverage
o Dependent Care / Healthcare Spending Accounts
o Employee Assistance Program
o Casual dress environment
| Location: | Dallas, TX United States |
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THIS JOB HAS EXPIRED
Placemark Investments
Investors: Ascent Venture Partners, Flybridge Capital Partners, Techxas VenturesAll Jobs: at Placemark Investments
| Web Site: | www.placemark.com |
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| Headquarters: | 16633 Dallas Parkway Suite 700 Addison, TX 75001 United States |
| Industry: | Financial Services |
