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Proven experience working with Morningstar Direct, Bloomberg or Excel. CFA designation/enrollment or equivalent experience would be beneficial.

Defines and implements the Managed Account product marketing strategy for an Investment product or product portfolio. Innovates to develop new Managed Account products and enhancements to existing ones to improve the customer experience. Collaborates with internal partners across the organization to take products to market, and manages all risks associated with products to ensure compliance, including risk reporting.