Role: Product Strategy & Development Head Wealth & Research-Based Financial Products
About the Job:
We are seeking a senior-level Product Strategy & Development Head to lead the conceptualization, design, launch, and lifecycle management of wealth management and research-driven financial products.
This role will play a critical part in translating investment research, client needs, and regulatory frameworks into scalable, revenue-generating products across PMS, AIF, Mutual Funds, advisory, and structured offerings.
The role requires deep wealth management domain expertise, strong understanding of buy-side and sell-side research, and the ability to work closely with Research, Sales, Compliance, Technology, and Business Heads.
Responsibilities:
- Own end-to-end product strategy, design, launch, and enhancement for wealth and research-based financial products.
- Convert investment research insights (equity, thematic, quantitative, alternative strategies) into market-ready client offerings.
- Lead development of products across PMS, AIF, Mutual Funds, advisory portfolios, model portfolios, and bespoke solutions.
- Conduct market, competitor, and client need analysis to identify gaps and new product opportunities.
- Define product positioning, value proposition, pricing, and revenue models in collaboration with Sales & Business teams.
- Work closely with Research teams to structure products aligned with investment philosophy and risk frameworks.
- Ensure regulatory compliance with SEBI, AMFI, PMS/AIF guidelines during product structuring and launch.
- Partner with Technology & Operations teams for product automation, reporting, dashboards, and scalability.
- Track product performance, AUM growth, profitability, and client adoption, and drive continuous improvement.
- Build and mentor a product management and strategy team.
Qualifications: MBA (Finance) / CA / CFA (preferred). Engineering + MBA (Finance) combinations are welcome.
Experience: 10 18 years of relevant experience in wealth management, investment products, research-driven financial services, with at least 5+ years in a senior product or strategy leadership role.
Preferred Background:
Wealth Management firms, PMS/AIF platforms, Asset Management Companies, Investment Banks, or Research-led financial institutions.
Budget: Market standard hike upto 50LPA
Skills Required:
Domain Skills
- Strong hands-on experience in wealth management products PMS, AIF, Mutual Funds, advisory, and research-led portfolios.
- Deep understanding of equity research, investment strategies, portfolio construction, and risk management.
- Experience working with buy-side/sell-side research teams and converting research into client products.
- Knowledge of SEBI regulations, product approvals, and compliance frameworks in wealth management.
- Clear understanding of HNI, UHNI, family office, and institutional client expectations.
Technical Skills
- Product lifecycle management for financial products from ideation to scale.
- Ability to interpret investment analytics, performance metrics, and client data.
- Exposure to CRM, portfolio reporting tools, analytics dashboards, and digital wealth platforms.
- Strong documentation skills for product notes, strategy decks, and regulatory disclosures.
- Data-driven decision-making using performance and adoption metrics.
Managerial Skills
- Proven leadership in managing cross-functional teams (Research, Sales, Compliance, Tech, Ops).
- Strategic thinking with strong execution orientation.
- Ability to influence senior stakeholders and align product strategy with business goals.
- Strong communication and stakeholder management skills.
- Experience in building and scaling high-impact product teams.
