Job Description

CornerStone has partnered with a local financial servicing company in their search for an Investment Product Management Specialist to support and train the sales team on existing and new company products.  The desired candidate will be experienced in researching and compiling information on products to give insight to the sales team on competitive positioning in the market, how to pitch the product and answer potential questions of clients on the product successes and potential risk. 
Requirements of the Investment Product Management Specialist:
  • Must have a Bachelor or Master Degree
  • CIMA or CFA highly desired
  • Must have ability to pull data and create insightful presentations and highlights about new and existing products
  • Must be a product SME; able to support sales team and train them on the nuances of the product line and the competitiveness in the market
  • Working knowledge of Morningstar, eVestment or Factset highly desired
  • Must be able to understand and interpret MPT stats
  • Must be able to prepare and present presentations for the board
Benefits for the Investment Product Management Specialist:
  • Medical
  • Dental
  • Vision
  • Life AD&D
  • Voluntary Life and AD&D
  • Short & Long Term Disability
  • Health Savings Account
  • Flexible Spending Account
  • Employee Assistance Program 
  • Vacation
If interested, send your resume to Allison Harrison at and call 817-635-0500X162 for immediate consideration. 

Application Instructions

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