Director, Product Specialist, Client Engagement
$145k - $160kOptions Consulting Solutions
DIRECTOR - PRODUCT SPECIALIST, CLIENT ENGAGEMENT
FULL TIME
GREATER BOSTON AREA
The Company
Our client is a global Private Equity firm based in Boston. The firm invests in all types of private equity funds, including venture capital and leveraged buyout funds in addition to directly in operating companies.
Company Perks and Rewards
- Base salary $145,000 – $160,000 + 40% bonus
- Benefits, 401K, PTO and other perks
- Hybrid work model (4 days in office)
The Role
The Product Specialist will be responsible for driving engagement with clients and prospects, promoting adoption of proprietary investment technology platforms, and partnering across internal teams to deliver data‑driven insights that enhance investment decision‑making.
- Partner with Investor Relations and Client Service to actively engage clients and prospects using various tools, positioning them as essential resources for manager selection and portfolio construction.
- Drive adoption through tailored discussions, impactful presentations, and demonstrations that showcase how our solutions elevate investment processes.
- Host product demos and facilitate deeper conversations with investment expert to highlight the company as a strategic differentiator.
- Contribute to lead generation and define success metrics for product engagement and team interactions.
- Create educational materials, commentary, standard explanatory content, talking points, and presentations that simplify complex quantitative concepts for diverse internal and external audiences.
- Partner with investment teams to integrate systematic, data‑driven insights into decision‑making processes, improving efficiency and supporting strategies for stronger outcomes.
- Partner with Product Management to refine product roadmap based on market trends and investor feedback.
- Gather competitive intelligence and identify opportunities for product differentiation.
- Support investor communications by translating quantitative concepts into clear, client‑friendly messaging.
Your Qualifications
- Bachelor’s or Master’s degree in Business, Finance, Economics, Mathematics, Statistics, or related field preferred; CFA or CAIA designation a plus.
- 6+ years of experience in institutional relationship management or business development, private equity, asset management, or related financial services role with a quantitative focus preferred.
- Communicate complex analytics to non‑technical audiences ; strong presentation and writing skills.
- Experience in marketing strategy and content development within financial services is a plus.
- Strong proficiency in data analysis tools (Excel, Python, R) and financial modeling a plus.
Expected Compensation: $145-160k base + 40% bonus
Equal Employment Opportunity
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in‑person interview will be asked whether specific accommodations are needed to support a personal disability.
#J-18808-LjbffrVacancy posted 9 hours ago
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