Mutual Fund Product Manager

Mutual Fund Product Manager
NC, Charlotte
Job ID : 45217
Job ID : 45217

Company Description

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.

Job Purpose

Product Manager of investment products – preferably with a background in alternative investments.

This individual will be responsible for:

  • Managing all aspects of the relationship, from products to business plans.
  • Developing and managing business plans for the alternative Invesment product line.
  • Calculating, billing and collecting marketing revenue support.
  • Working with strategic partners to identify opportunities to increase the sale of alternative investments with AXA Advisors retail channel.
  • Working with third party mutual fund sponsors and legal team to negotiate new marketing support arrangements.
  • Serving as subject matter expert in specific broker/dealer product offerings.
  • Working with due diligence team for reviews of new and existing products.
  • Providing subject matter expertise to other teams as needed.
  • Manage the Partnership Program including the calcualtion, billing and collection of marketing support revenue.
  • Maintain written supervisory procedures (WSP) related to function.
    Working with due diligence team for reviews of new and existing products.
  • Seires 7 REQUIRED 24 Strongly Preferred (but will need to be obtained within 6 months of employment)
  • Knowledge of alternative investments, mutual funds, investment advisory products and general securities
  • 5 years relevant work experience
  • Strong Microsoft office skills required, specifically Word, Excel and PowerPoint
  • Commitment to learning and expanding knowledge of investment products and industry


Other information

NOTE: AXA participates in the E-Verify program.


In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.


AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Job Location


Get notified for Similar Jobs

Email this Job X