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Strategic Product Manager 

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Category Research & Development  


The Strategic Product Manager is primarily responsible for researching potential solutions needed to satisfy our strategic direction, defining solution requirements, communicating with the architectural team and managing external providers.  The Strategic Product Manager will work closely with the architectural team to define, validate and create a suite of software solutions for use by our RIA clients.  The management of external providers will include performing due diligence on potential partners, maintaining close ties to existing partners and evaluating the effectiveness of the business relationship.  The Strategic Product Manager is also responsible for collecting competitor information, identifying potential gaps in our offering and exposing opportunities for leveraging internal and external functionality to fill customer needs.  The Strategic Product Manager will be responsible for transitioning research initiatives to product management, including training and mentoring product analysts as the initiative progresses through the Software Development Lifecycle

A Bachelor’s degree is required with a degree in finance or a related field preferred. Must have at least 10 years’ experience in product management or related position within financial services.  Must have experience building solutions for one or more of the following types of software solutions, pertaining specifically to the RIA marketplace:  performance reporting, Customer Relationship Management (CRM), portfolio management, data aggregation, brokerage systems, trading systems, clearance/settlement systems, and front/back office operations. Must have extensive knowledge of mutual funds, equity and fixed income products.

Position Requirements

The Conversion Manager coordinates the seamless conversion of outside accounts to new client accounts and assets on behalf of Trust Company of America.  The Manager works closely with a small group of new clients to ensure all scheduled assets are received at Trust Company of America in a timely manner. This person troubleshoots and solves any issues that arise in conversion, working in collaboration with all levels of Trust Company employees, and also:

  • Coordinates all the day-to-day operational functions supporting new business including, but not limited to, setting up allocation models, establishing new investment advisor, representative, and representative firm records on Trust Company’s host system, populating forms necessary for new account establishment and custodial transfers, processing distributions, equity, ETF and mutual fund trades, coordinating statements and fee calculations and collections
  • Provides on-going conversion support on a one-to-one basis for investment advisor principals and staff members
  • Serves as an effective advocate for investment advisors and clients as well as coordinates efforts among multiple departments in order to ensure prompt and consistent delivery of excellent customer service and technology 
  • Provides thorough and effective training on site for investment advisors and their staff members in the use of Trust Company proprietary software
  • Investigates, escalates and documents issues that threaten successful and timely conversion efforts
  • Effectively demonstrates proprietary software (TC Advisor II and TC Access) to sales prospects in collaboration with Regional Vice Presidents to sell Trust Company services to new investment advisors
  • Tracks the status of each new client relationship throughout the conversion process

Minimum Requirements:

Must have intermediate knowledge of financial services concepts including types of investments and financial strategies.  A high school diploma or the equivalent is required along with 3-12 months of specialized training in financial services, client services, or corporate training. A Bachelor’s degree in finance or accounting is preferred and a Series 6 or 7 license is desirable.  Three years’ experience in the financial services industry is required with at least 2 years in customer service.

Must be able to design Excel worksheets at the intermediate level and to design merge documents in Word. Must possess excellent written and oral English communication skills and presentation skills. Must be able to read, comprehend, and act upon various forms of information received from internal and external sources.  Must be able to communicate effectively in English via telephone, written communications and e-mail. Must be able to use projection equipment and other demonstration tools. Must be able to navigate in unfamiliar cities.

Must possess excellent time management skills in order to effectively prioritize customer needs and administrative duties. Must pay attention to details and maintain an organized workflow. Must be able to work and contribute effectively with all levels of employees.  Must demonstrate a commitment to excellent customer service and must have the ability to persuade others as an effective client advocate.  Must be composed and professional under pressure, especially during demonstrations and on-site training.

Full-Time/Part-Time Full-Time  
Position Strategic Product Manager  
Exempt/Non-Exempt Exempt  
Location Trust Company of America  
About the Organization Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs.

Here at TCA, we firmly believe that your clients should be in charge - of their practice, their growth and their clients' financial futures. That's why we provide the technology and support needed to run their business their way.


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