Mutual Fund Advisor Jobs (NOW HIRING)

18700 N. Hayden Rd Suite 255, Scottsdale, AZ 85255 2300 Windy Ridge Parkway, Atlanta, GA 30339 7755 Third Street North, Oakdale, MN 55128 877 Executive Center Drive West, St. Petersburg, FL 33702 12325 Port Grace Boulevard, La Vista, NE 68128

Salary: $90,000 - $115,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Role Type: Full time

The Traded Products Manager leads strategy, governance, and lifecycle management for mutual funds, exchange-traded funds (ETFs), exchange-traded products (ETPs), unit investment trusts (UITs), and related traded investment solutions across Osaic's product shelf. Reporting to the Vice President, Product Management & Development, this role owns product onboarding, platform and share class updates, sponsor and fund-family relationships, reporting, advisor-facing resources, and cross-functional projects across brokerage and advisory platforms, including products that share attributes with complex product categories.

• Execution-focused product management role supporting coordination, analysis, and ongoing support for traded product categories, including mutual funds, ETFs, ETPs, and UITs.
• Owns roadmap development, product prioritization, governance alignment, sponsor strategy, advisor education, and cross-functional execution for assigned mutual fund, ETF, ETP, and UIT product categories.
• Lead the end-to-end lifecycle for assigned traded products, including intake, business case development, review coordination, onboarding, launch readiness, post-launch monitoring, share class updates, fund family changes, fund mergers or closures, product restrictions, and removal from the shelf when appropriate.
• Create disciplined processes for evaluating products that may deliver similar exposures through different vehicles, helping reduce inconsistent treatment across mutual funds, ETFs, ETPs, UITs, advisor platforms, and model-based solutions.
• Oversee product availability, platform and share class requirements, operational dependencies, data feed and product-lookup accuracy, fee considerations, advisor education needs, disclosure support, and communication planning.
• Ensure product changes, sponsor and fund-family updates, platform constraints, trading considerations, and issue escalations are documented, prioritized, and communicated to the right stakeholders.
• Serve as the strategic Product Management contact for assigned fund families, ETF sponsors, UIT sponsors, and platform partners.
• Prepare executive-ready presentations, committee materials, decision summaries, product updates, and strategy recommendations.
• Promote a collaborative culture that supports disciplined decision-making, clear ownership, and practical execution.
• Draft, update, and maintain advisor-facing product materials, FAQs, intranet content, product guides, share class and product-availability talking points, and internal reference resources.
• Support webinars, training sessions, thematic campaigns, launch communications, and ongoing education designed to improve advisor understanding of mutual fund, ETF, ETP, and UIT use cases, trading characteristics, and limitations.
• Translate mutual fund, ETF, ETP, and UIT product concepts into clear, practical language for financial professionals, field leaders, sales partners, and non-investment-oriented stakeholders.

• Bachelor's degree preferred; equivalent experience considered.
• FINRA Series 7 license strongly preferred.

• 5 or more years of financial services experience, preferably in product management, platform management, product operations, due diligence, trading, investment solutions, or wealth management strategy.
• Working knowledge of one or more traded product categories, such as mutual funds, ETFs, exchange-traded products, unit investment trusts, share classes, active or thematic ETFs, defined-outcome ETFs, or similar structures.
• Strong analytical and problem-solving skills, including the ability to review product details, adoption data, share class and fee considerations, operational impacts, and market information to identify themes and recommended actions.
• Strong project management and organization skills with the ability to manage multiple workstreams, deadlines, stakeholders, and open items.
• Excellent written and verbal communication skills, including the ability to explain product, platform, and trading concepts clearly and professionally.
• Proficiency with Microsoft Excel and PowerPoint, with the ability to prepare clean reports, presentations, trackers, and decision-support materials.
• Ability to work collaboratively across Product Management, Due Diligence, Compliance, Supervision, Trading, Operations, Product Systems, Technology, Marketing, Sales, Recruiting, sponsors, and vendors.

• Broker-dealer, RIA, wealth management platform, home office product, product governance, or sponsor relationship experience.
• FINRA Series 7 preferred or willingness to obtain if required for the role.
• Series 6, 63, 65, or 66 may also be helpful depending on business need.
• Experience supporting mutual fund share class governance, product data feeds, product-lookup tools, security master processes, ETF review standards, or platform availability controls.
• Familiarity with tools or partners such as Morningstar Direct, Envestnet, Pershing, NFS, fund families, ETF sponsors, UIT sponsors, transfer agents, custodians, or similar systems.
• Experience creating executive-ready summaries, product presentations, advisor-facing materials, or cross-functional project trackers.