Product Management Director – ISCO Managed Accounts

USAA
United States
Workplace: OnsiteFull timeUSD 143,320 - 273,930 annuallyFunction: Executive & General ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Leadership","Executive communication","Analytical thinking","Strategic decision-making","Cross-functional collaboration"]

Define and execute the managed investment solutions product strategy and roadmap, including model portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and related advisory programs. Lead cross-functional efforts across investment services, technology, operations, risk, legal, and compliance to deliver a competitive, scalable investment platform. Use analytics and profitability/sales performance insights to shape product decisions, dashboards, pricing guidance, and go-to-market strategy, while supporting agile delivery and product communications.

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FursaFursa
USAA
USAA
1 day ago

Product Management Director – ISCO Managed Accounts

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Job Summary

Define and execute the managed investment solutions product strategy and roadmap, including model portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and related advisory programs. Lead cross-functional efforts across investment services, technology, operations, risk, legal, and compliance to deliver a competitive, scalable investment platform. Use analytics and profitability/sales performance insights to shape product decisions, dashboards, pricing guidance, and go-to-market strategy, while supporting agile delivery and product communications.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Own managed accounts product strategy and roadmap for model portfolios, SMAs, UMAs, and investment advisory programs.
  • •Use internal/external data to formulate product strategy, competitive intelligence, and dashboards/metrics for performance evaluation.
  • •Partner on go-to-market and value proposition strategy, and decide launch approach (buy/build/ally) for new and evolving products.
  • •Lead efforts to expand or change product features using Agile delivery, coordinating cross-functional control partners (Legal, Compliance, Risk).
  • •Interpret performance results to inform forecasting and planning; identify and manage risks in accordance with risk and compliance policies.

Pay and Benefits

Salary: USD 143,320 - 273,930 annually
Perks:Health InsuranceDentalVision401kPensionLife InsurancePaid LeaveParental BenefitsAdoption AssistancePaid HolidaysVolunteer HoursWellness Stipend

Key Requirements

  • •8 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service, Finance/Accounting Operations, or Financial Services.
  • •3 years of product management or similar strategic management experience supporting product performance.
  • •2 years of data visualization experience (Tableau).
  • •Knowledge of relevant laws and regulations (e.g., FINRA and SEC).
  • •Bachelor’s degree in a related field; or 4 additional years of related education/experience in lieu of a bachelor’s degree.
Experience:8+ yearsFinancial servicesInvestment advisoryManaged accountsWealth management
Education:Bachelor's in Business, Marketing, Supply Chain, Statistics, or related discipline
Skills:LeadershipExecutive communicationAnalytical thinkingStrategic decision-makingCross-functional collaboration
Licenses:FINRA Series 7
Certifications:Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)
Tech Stack:TableauAgile

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

USAA
Provides insurance, banking, investment, and financial services to U.S. military members, veterans, and their families. Best known for auto, home, life insurance, and member-focused digital banking products.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: San Antonio, United States
Founded: 1922
WebsiteLinkedIn