{"id":3849428,"url":"https://alion.io/job/osaic-complex-product-manager","title":"Complex Product Manager","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Product","role_family":"Product","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States","Atlanta, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":115000,"currency":"USD","period":"year","gross":null,"usd_annual":115000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-01T00:00:00Z","employer_posted_date":"2026-09-01","last_verified_at":"2026-11-07T04:08:37Z","board_verified":true,"closed_at":null,"days_open":67,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":67},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nProduct Strategies Opportunity in Financial Services\nComplex Products Manager\nLocation(s):\n18700 N. Hayden Rd Suite 255, Scottsdale, AZ 85255\n2300 Windy Ridge Parkway, Atlanta, GA 30339\n7755 Third Street North, Oakdale, MN 55128\n877 Executive Center Drive West, St. Petersburg, FL 33702\n12325 Port Grace Boulevard, La Vista, NE 68128\nOsaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.\nRole Type: Full time\nSalary: $90,000 - $115,000 per year + annual bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.\nOur competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits\nSummary:\nThe Complex Products Manager leads strategy, governance, and lifecycle management for complex investment solutions across Osaic's product shelf. Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls.\nKey Responsibilities:\nExecution-focused product management role supporting coordination, analysis, and ongoing support for complex product categories.\nOwns roadmap development, product prioritization, governance alignment, sponsor strategy, advisor education, and cross-functional execution for assigned complex product categories.\nLead the end-to-end lifecycle for assigned complex products, including intake, business case development, review coordination, onboarding, launch readiness, post-launch monitoring, product changes, remediation, and retirement from the shelf when appropriate.\nCreate disciplined processes for evaluating products that may deliver similar exposures through different vehicles, helping reduce inconsistent treatment across alternatives, annuities, ETFs, advisory platforms, and insurance wrappers.\nOversee product availability, platform requirements, operational dependencies, compensation or fee considerations, advisor education needs, disclosure support, and communication planning.\nEnsure product changes, sponsor updates, platform constraints, and issue escalations are documented, prioritized, and communicated to the right stakeholders.\nServe as the strategic Product Management contact for assigned complex product sponsors and platform partners.\nPrepare executive-ready presentations, committee materials, decision summaries, product updates, and strategy recommendations.\nPromote a collaborative culture that supports disciplined decision-making, clear ownership, and practical execution.\nDraft, update, and maintain advisor-facing product materials, FAQs, intranet content, product guides, talking points, and internal reference resources.\nSupport webinars, training sessions, thematic campaigns, launch communications, and ongoing education designed to improve advisor understanding of complex product use cases and limitations.\nTranslate complex product concepts into clear, practical language for financial professionals, field leaders, sales partners, and non-investment-oriented stakeholders.\nEducation Requirements:\nBachelor’s degree preferred; equivalent experience considered. FINRA Series 7 license strongly preferred.\nBasic Requirements:\n5 or more years of financial services experience, preferably in product management, platform management, product operations, due diligence, insurance and annuities, alternatives, investment solutions, or wealth management strategy.\nWorking knowledge of one or more complex product categories, such as alternative investments, annuities, insurance strategies, structured products, defined-outcome ETFs, options-based ETFs, private markets, or similar structures.\nStrong analytical and problem-solving skills, including the ability to review product details, adoption data, operational impacts, and market information to identify themes and recommended actions.\nStrong project management and organization skills with the ability to manage multiple workstreams, deadlines, stakeholders, and open items.\nExcellent written and verbal communication skills, including the ability to explain complex product concepts clearly and professionally.\nProficiency with Microsoft Excel and PowerPoint, with the ability to prepare clean reports, presentations, trackers, and decision-support materials.\nAbility to work collaboratively across Product Management, Due Diligence, Compliance, Operations, Product Systems, Technology, Marketing, Sales, Recruiting, sponsors, and vendors.\nPreferred Requirements:\nBroker-dealer, RIA, wealth management platform, home office product, product governance, or sponsor relationship experience.\nFINRA Series 7 preferred or willingness to obtain if required for the role. Series 6, 63, 65, or 66 may also be helpful depending on business need.\nExperience supporting product review committees, launch processes, advisor education, product communications, or platform governance.\nFamiliarity with tools or partners such as Envestnet, iCapital, CAIS, FidX, Pershing, NFS, annuity platforms, alternative investment platforms, or similar systems.\nExperience creating executive-ready summaries, product presentations, advisor-facing materials, or cross-functional project trackers.\nCurrent Employees and Contractors Apply Here","description_format":"text","description_chars":5818,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Home office"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-06T02:14:06Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"green card filings: 1","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":1,"median_offered_wage_usd":62500,"route":null,"cap_exempt":false,"checked_at":"2026-11-06T22:30:08+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":16,"band":"cold","label":"Long shot","p_open":1,"p_active":0.433,"p_room":0.36,"age_days":67,"expected_fill_days":35,"reasons":["conf:1","stale_co","win:tail","crowd:"],"computed_at":"2026-11-07T05:47:08Z"},"pay":{"stated_usd_annual":115000,"is_top_pay":false},"html_url":"https://alion.io/job/osaic-complex-product-manager","json_url":"https://alion.io/job/osaic-complex-product-manager.json","meta":{"generated_at":"2026-11-07T06:26:50Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":231,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2237959},"rest":"https://alion.io/mcp/rest/get_company?id=2237959"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fosaic-complex-product-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fosaic-complex-product-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fosaic-complex-product-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/osaic-complex-product-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fosaic-complex-product-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3849428}},{"tool":"search_jobs","arguments":{"company":"osaic.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3849428},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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