Chase · 14 hours ago
Asset Management Product Development (ALTs) - Executive Director
Chase is a leading financial institution offering innovative financial solutions. As a Product Development (ALTs) Executive Director, you will lead the development and enhancement of alternative investment products for private wealth and retail channels, driving new product initiatives and strategic partnerships across the Americas.
BankingFinancial Services
Responsibilities
Lead cross-functional teams to develop and launch new alternative investment products, with a focus on expanding private wealth alternatives offerings
Enhance and restructure existing funds, including mergers and liquidations, to ensure continued competitiveness and alignment with investor needs
Analyze competitor offerings, market trends, and investor demand to inform product strategy and identify opportunities for differentiation
Design and structure investment vehicles, including interval funds, tender offer funds, and retail 3c7 funds, to meet regulatory requirements, operational efficiency, and investor accessibility
Define and manage product naming, pricing, share class strategy, capacity management, and seed capital processes
Assess and implement regulatory changes impacting alternative funds across the Americas, including SEC co-investment exemptive relief and evolving regulations for the inclusion of alternative investments in retirement plans
Collaborate with internal teams (alternatives investment teams, distribution, operations, technology, marketing, finance) to support product buildout and ongoing management
Conduct ongoing reviews of fund performance, fees, and optimization opportunities for governance forums and Fund Boards
Prepare and deliver presentations on product initiatives to internal governance forums and senior leadership
Qualification
Required
Bachelor's degree required
12+ years of experience in product development or structuring within alternative asset management, with expertise in interval funds, tender offer funds, and retail 3c7 funds
Strong knowledge of regulatory requirements, including SEC co-investment exemptive relief and rules for alternatives in retirement plans
Demonstrated ability to lead cross-functional teams and manage complex product launches
Excellent analytical, organizational, and communication skills
Preferred
advanced degree (MBA, CFA, CAIA, or equivalent)
This role could also be for a seasoned VP with seven or more years of experience at a lower, yet still competitive salary range
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
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2026-01-24
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