Managed Accounts Product Leader - Wealth Management

We are partnering with a leading financial services and investment technology organization seeking a senior wealth management and managed accounts leader to help shape the next generation of managed portfolio solutions.

This individual will play a key role in determining how investment products- particularly alternative investments and private markets- can be incorporated into managed account programs and delivered through large wealth management platforms at scale.

The opportunity is not focused on constructing model portfolios, selecting securities, or running day-to-day managed account operations. Rather, the mandate is to determine how existing investment capabilities can be structured, packaged, and delivered to financial advisors and their clients, with a particular emphasis on Unified Managed Accounts (UMAs), managed account programs, and the broader wealth management ecosystem.

Because private-market investments have not historically been integrated into managed account structures in the same way as traditional investments, an important part of the role will be developing the strategy and determining what the appropriate delivery models, wrappers, structures, and partnerships should look like.

The individual will initially work extensively across internal Investment, Product, Distribution, Technology, Operations, Legal, and Compliance teams to define the strategy and required capabilities. As solutions develop, the role will increasingly engage externally with wirehouses, private banks, RIAs, asset managers, GPs, custodians, managed account providers, and other strategic partners.

Key Responsibilities

• Lead the strategy for incorporating investment products into managed account and UMA programs across wealth management channels.


• Determine how alternative investments and private-market exposures can be structured and delivered within managed portfolio environments.


• Evaluate potential wrappers, account structures, platform capabilities, and delivery models for bringing new investment solutions to advisors and clients.


• Partner across Investment Solutions, Product, Distribution, Operations, Technology, Legal, and Compliance to translate strategic concepts into executable offerings.


• Understand the requirements and constraints of large wealth-management organizations, including wirehouses, private banks, RIAs, and other advisor platforms.


• Develop scalable frameworks for integrating new investment capabilities into existing managed-account programs.


• Work with internal investment teams and external GPs to understand product characteristics, liquidity, servicing, reporting, and other considerations that may affect how products can be delivered.


• Partner with managed account platforms, custodians, UMA providers, and other third parties to evaluate potential solutions and capabilities.


• Engage with wealth-management clients and strategic partners to understand their managed-account needs and identify opportunities for new solutions.


• Help shape the roadmap for a developing area of the market where established private-market delivery models do not yet exist at scale.


• Serve as a senior subject-matter expert on managed accounts, UMA programs, investment-product delivery, and wealth-management platform strategy.

Ideal Background

We are particularly interested in senior professionals with 15+ years of experience within large wealth management organizations, wirehouses, private banks, managed account businesses, or closely related wealth platforms.

The strongest candidates are likely to bring:

• Deep experience with Unified Managed Accounts (UMAs), managed account programs, model delivery, and advisory platforms.


• Experience gained within a large wealth manager, wirehouse, private bank, or major wealth-management platform.


• A strong understanding of how investment products are incorporated into advisor platforms and ultimately delivered to client accounts.


• Experience developing or evolving managed-account programs rather than solely administering existing processes.


• Knowledge of how financial advisors use managed solutions and how home-office product, investment, platform, and distribution teams work together.


• Experience working across investment products, account structures, portfolio implementation, platform capabilities, servicing, reporting, and regulatory considerations.


• The ability to take an investment capability and determine how it can realistically be delivered through a wealth-management platform.


• Experience partnering across Product, Investments, Distribution, Operations, Technology, Legal, and Compliance.


• Strong strategic judgment and the ability to operate in an environment where the solution or delivery structure may not yet be fully defined.


• Experience engaging with senior internal stakeholders and external wealth-management organizations.


• Exposure to alternative investments and/or private markets is highly desirable, although deep managed-account and UMA expertise is the primary requirement.


• Experience with SMAs is relevant, but meaningful UMA and broader managed-account program experience is particularly valuable.


• Executive-level communication skills and the ability to move between strategy, product design, stakeholder alignment, and execution.

The Opportunity

This is a senior leadership opportunity at the intersection of managed accounts, wealth management, investment products, and private markets. The organization already has significant investment and private-market capabilities.

The opportunity for this individual is to help answer the next question:

How can those capabilities be incorporated into managed-account programs and delivered effectively through the wealth-management ecosystem?

The successful candidate will have the opportunity to help define a new delivery model, work across senior internal teams and external partners, and shape an area of wealth management that is still in the early stages of development.