Senior Product Specialist – Registered

Bank of America

. Manage strategic initiatives and enhance the investment offering by overseeing the client experience .

Posted 11/9/2026full-timeUnited StatesSenior💰 $105,000 - $166,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing investment products and overseeing governance processes while ensuring effective communication with advisors and stakeholders. Proficient in analytical skills related to investment data and project management to deliver accurate results within timelines.

Highest-signal resume keywords

Investment Products ManagementGovernance OversightAnalytical SkillsProject ManagementStrong Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment OversightDue DiligenceData AnalysisInvestment Performance AnalysisDocumentation ManagementStakeholder CoordinationGovernance Material DraftingInvestment Vehicle KnowledgeSQLMicrosoft Office Proficiency

Soft Skills

Organizational SkillsIndependent Workflow ManagementFollow-Up Discipline

Tools & Technologies

MorningstarTableauAlteryxCoPilot

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Wealth ManagementTraditional InvestmentsMutual FundsETFsSMAsAUMInvestment Advisory Programs

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Manage strategic initiatives and enhance the investment offering by overseeing the client experience
Represent the unique needs of investment advisory programs
Partner with operations to establish funds accurately on platforms
Collaborate cross-functionally and with governance partners
Ensure governance and risk routines are in place
Build and engage advisors or third-party investment managers to understand and solve their needs
Manage the Traditional Investments product and coverage pipeline
Coordinate research coverage with internal and external due diligence partners
Support product governance committees
Maintain pipeline documentation, coordinate stakeholders, manage deadlines, and escalate issues
Translate governance decisions into implementation actions and advisor communications
Provide audit-ready support for oversight processes
Coordinate intake, prioritization, status tracking, meetings, issue escalation, and follow-up for the new product and coverage pipeline
Maintain trackers, recurring updates, decision logs, dependency identification, aging items, and next steps
Coordinate Morningstar and third-party research coverage requests
Support Traditional Solutions Committee agenda construction, materials, records, decisions, and action tracking
Analyze platform holdings, assets, strategy coverage, advisor and account impacts, and product data
Maintain documented procedures, control evidence, committee records, rosters, and audit-ready oversight support

Requirements

What you’ll need

5+ years of experience in investment products, product management, investment oversight, due diligence, wealth management, risk, operations, or a related field
Ability to manage multiple high-impact workflows independently and deliver accurate results within governance timelines
Strong organizational and project-management skills, including disciplined documentation, follow-up, and stakeholder coordination
Strong analytical skills and experience working with investment-product, holdings, AUM, performance, or reference data
Strong written communication skills, including ability to draft governance materials and advisor-facing communications
Working knowledge of mutual funds, ETFs, SMAs, and other traditional investment vehicles
SIE, Series 7, and Series 66 licenses at time of hire or ability to obtain them within 120 days
Familiarity with Morningstar research, ratings, identifiers, and investment manager coverage processes
Bachelor's degree desired
Knowledge of Tableau and Alteryx is a plus
Proficiency with Microsoft Office products, including familiarity with CoPilot
SQL or similar data-query experience is beneficial but not required

Benefits

Comp & perks

In-office culture with role-specific flexibility based on responsibilities and business needs
Opportunities to learn, grow, and make an impact
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Paid time off
Annual discretionary incentive plan eligibility
Benefits eligibility