Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Product Management Strategic Planning and longer term trend forecasting Roadmap preparation and validation Research market trends and develop knowledge of pertinent issues, work with and gather feedback from current partners and prospective partners Interact with various areas of the organization to communicate, explain, and advocate product plans Develop expert level kno

Product Strategy and Roadmap Develop and execute a strategic product roadmap supported by compelling business cases that align with the organization's goals, market trends, and competitive landscape. Identify market opportunities, assess client needs, and drive the development of innovative investment products. Product Development and Enhancement Lead the product developm