Product Shelf Manager

Thrivent

. Maintain overall ownership and governance of the TAN investment advisory product shelf, including product availability, manager rosters, documentation, and ongoing maintenance .

Posted 10/8/2026full-timeRemote • California • United StatesSeniorLead💰 $109,019 - $147,497 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment product management and advisory support, with a strong focus on product governance, due diligence processes, and the ability to translate advisor needs into effective product solutions. Proficient in managing complex product requests and collaborating across teams to enhance product offerings and client outcomes.

Highest-signal resume keywords

Investment Product ManagementDue Diligence SupportProduct GovernanceWealth ManagementAlternative Investments

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Managed AccountsMutual FundsETFsModel PortfoliosSMAsUMAsAnalytical SkillsProject ManagementInvestment Advisory PlatformsRIA Business Models

Soft Skills

Verbal CommunicationWritten CommunicationRelationship ManagementStakeholder EngagementOrganizational Skills

Certifications & Qualifications

FINRA SIESeries 7Series 66CFACAIACFP®ChFC®

Industry Keywords

Investment SolutionsProduct ApprovalAdvisor Distribution ChannelsWealth Management PlatformPrivate Markets

About the role

Key responsibilities & impact

Maintain overall ownership and governance of the TAN investment advisory product shelf, including product availability, manager rosters, documentation, and ongoing maintenance
Serve as the primary intake point for advisor, firm CIO, and business requests related to new investment solutions, managers, platforms, and product capabilities
Coordinate initial and ongoing due diligence reviews with internal due diligence teams and external research providers
Facilitate review and decision-making processes without performing investment due diligence
Evaluate product shelf gaps, redundancies, and enhancement opportunities and recommend improvements to competitiveness, advisor adoption, and client outcomes
Lead evaluation and coordination of complex product requests, including SMAs, UMAs, alternatives, exchange funds, options-based strategies, private market solutions, and other specialized investment offerings
Advise TAN firm CIOs, advisors, and internal stakeholders on product capabilities, eligibility requirements, implementation considerations, and appropriate use cases
Partner with Compliance, Legal, Risk, Operations, and Technology teams to facilitate product approval, implementation, governance, and ongoing oversight
Monitor industry trends, competitive platforms, emerging investment solutions, and advisor demand to identify product enhancement opportunities
Represent the advisory product shelf and business requirements on strategic initiatives, platform enhancement efforts, and cross-functional projects
Collaborate with Distribution, Product Management, and Wealth Management leadership to align with enterprise strategy and advisor needs
Support continuous improvement, employee engagement, and commitment to advisors and clients
Report to the Complex Investment Solutions Manager

Requirements

What you’ll need

College degree required
Minimum of 7 years of experience in investment product management, investment platform administration, advisory support, due diligence support, wealth management, asset management, or related financial services roles
FINRA SIE, Series 7 and Series 66 (or Series 63/65) required or obtained within 90 days of hire/transfer
Strong knowledge of managed accounts, mutual funds, ETFs, model portfolios, SMAs, UMAs, and alternative investments
Understanding of investment advisory platforms, RIA business models, and advisor distribution channels
Knowledge of product governance, product approval, and due diligence processes
Strong analytical, organizational, and project management skills
Ability to identify advisor needs and translate those needs into practical product solutions
Ability to work across organizational boundaries and influence business outcomes without direct authority
Excellent verbal and written communication skills, including presentation development and delivery
Demonstrated relationship management and stakeholder engagement skills
Ability to manage multiple priorities and operate effectively in a dynamic environment
MBA preferred
Financial services advanced designation preferred, such as CFA, CAIA, CFP®, or ChFC®
Experience supporting an RIA platform, broker-dealer, TAMP, custodian, or wealth management platform preferred
Experience working with alternative investments, private markets, and sophisticated wealth management solutions preferred

Benefits

Comp & perks

Various bonuses, including annual or long-term incentives
Medical, dental, and vision insurance
Health savings account
Flexible spending account
401k
Pension
Life and accidental death and dismemberment insurance
Disability insurance
Supplemental protection insurance
20 days of Paid Time Off each year
Sick and Safe Time
10 paid company holidays
Volunteer Time Off
Paid parental leave
EAP
Well-being benefits
Other employee benefits