Product Strategy & Development Head

About the job

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 50L

Requirements

• Wealth Management
• Investment Strategies
• Regulatory Compliance
• Product Strategy
• Client Management

Qualifications

• MBA (Finance)
• CA
• CFA

Preferred Technologies

• Wealth Management
• Investment Strategies
• Regulatory Compliance
• Product Strategy
• Client Management