EQUITY PRODUCT MANAGER RESUME EXAMPLE
Published: Feb 06, 2025 - The Equity Product Manager specializes in leading Equities for the business, serving as the firm's technical expert on all Equity strategies. Excels in representing the firm at technical pitches and conferences, and crafting influential technical marketing materials and performance analyses. Collaborates closely with Portfolio Managers, CIOs, and sales teams to expand asset management and revenue, and ensures seamless project management and execution of Equity Index Product initiatives.
Tips for Equity Product Manager Skills and Responsibilities on a Resume
1. Equity Product Manager, Delta Financial Services, Orlando, FL
Job Summary:
- Act as product specialist representing some of the business lead Equities
- Be the technical expert across all the firm's Equities strategies
- Represent the firm in technical pitches, conferences and client meetings
- Create and own technical marketing material and performance commentaries
- Work closely with PMs and CIO on product and investment strategy to drive AUM growth
- Work closely with sales teams to help drive business and revenue
- Work closely with and educate sales and client teams
- Support and track the execution of all Equity Index Product initiatives sponsored by the based product managers where required, project manage end-to-end delivery of initiatives
- Drive successful outcomes through collaboration both within the Product, Research and Marketing function and across functions including Sales, Index Management, Index Data Management, Technology, Governance & Risk, and Client Service
- Build and communicate regular reporting on the business roadmap to all stakeholders within the region
Skills on Resume:
- Product Specialization (Hard Skills)
- Technical Expertise (Hard Skills)
- Presentation Skills (Soft Skills)
- Material Creation (Hard Skills)
- Strategy Development (Hard Skills)
- Sales Support (Soft Skills)
- Team Education (Soft Skills)
- Project Management (Hard Skills)
2. Equity Product Manager, Horizon Investments, Austin, TX
Job Summary:
- Serve as the first point of contact for Global Sales (Regional Consultants, Institutional and Retail Associates and Advisors, etc.) and Marketing teams for Equity products as assigned, and support Sales on the commercialization of other Global and equity strategies
- Respond to ad-hoc information requests in a timely manner to help support client team
- Partner with experienced investment teams and Portfolio Managers to create and update a strong, consistent suite of core product marketing and client-service materials.
- Take a proactive approach to solving clients’ investment-related, business, and operational issues by serving as the liaison between the investment teams and all other departments of AllianceBernstein (clients, operations, technology, legal and compliance, marketing)
- Create and update prospecting and servicing materials including decks, fact sheets, product flyers, RFPs/DDQs, competitive analysis etc.
- Create new sales ideas/ways to advocate the product (blog posts, thought leadership ideas)
- Work with the data team to ensure the accuracy of third-party database information
- Partner with RFP team to ensure a consistent implementation of strategy positioning and language
- Through daily responsibilities, develop relationships with partners across the firm, and increase awareness of the equity platform throughout AllianceBernstein
- Support Learning & Development for regional training initiatives
Skills on Resume:
- Relationship Management (Soft Skills)
- Material Development (Hard Skills)
- Strategy Knowledge (Hard Skills)
- Problem Solving (Soft Skills)
- Coordination (Soft Skills)
- Data Management (Hard Skills)
- Sales Strategy (Hard Skills)
- Networking (Soft Skills)
3. Equity Product Manager, Summit Asset Management, Denver, CO
Job Summary:
- Contribution to the overall Equity Product Strategy ensuring that the strategy reflects the business development needs of the Exchange and its customers.
- Close collaboration with other SIX entities within SIX Markets, especially the Swiss Stock Exchange.
- Initiate and support product developments in line with the Product Strategy and on a tactical basis as opportunities arise.
- Actively contribute to Equity development projects ensuring that customer needs are represented and that business cases remain valid.
- Develop and maintain close relations with clients and stakeholders both externally (peers, competitors, providers, influencers) and SIX internally (Management Team, Sales & Relationship Management, Change delivery, Operations and Project Managers).
- Promote the Exchange and the Equity Product specifically, through representation at industry events e.g. conferences, trade publications, Exchange's website, direct customer communications etc.
- Serving as the first point of contact on assigned products for AB’s sales and marketing teams globally
- Creating and updating strong, consistent product marketing and client service materials, notably product pitch/servicing decks
- Working with the marketing team to create new sales and thought leadership ideas to support sales of assigned products
- Collaborating with the RFP team to create and improve RFP language and assist with individual RFPs
- Partnering with the data team to ensure accuracy of information in external databases
Skills on Resume:
- Product Strategy Development (Hard skills)
- Cross-entity Collaboration (Soft skills)
- Product Development (Hard skills)
- Project Management (Hard skills)
- Stakeholder Relations (Soft skills)
- Industry Promotion (Soft skills)
- Marketing Material Creation (Hard skills)
- RFP Assistance (Hard skills)