Product Manager - Investment Management

Areas of Interest:

Investment Management


Chicago, Illinois

Date Posted:


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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide.

About the Team:

The role of William Blair Investment Management’s product management team is to orchestrate strategy, positioning, planning and competitive analysis of William Blair’s investment products at all stages of the life-cycle and to plan for the development of new product to be introduced to the marketplace. 

Job Summary & Responsibilities:

  • The Product Manager is the ‘product champion’ of their designated asset class platform and internal point of contact for all related product management activity within William Blair.
  • The goal of the role is to drive business activity and flows to equity products via proactive management of existing products and the development of innovative new product.
  • Define a vision and business plan for significant growth of William Blair’s equity products that includes both the strategy and tactics to achieve that growth with an understanding of the competitive landscape.
  • Act as internal product expert and main point of contact for product information.
  • Collaborate with Equity Product Specialist Team in analyzing product and market data.
  • Research, create and present a dynamic set of reports on asset management market trends and competitors to understand current William Blair product position and evaluate opportunities for sales, campaigns and product development.
  • Conduct in-depth and targeted competitive analysis for product positioning in finals presentations and marketing materials.
  • Execute baseline industry reviews of metrics including AUM, flows, fees, performance, etc. 
  • Provide key input into product management and development initiatives, marketing content and business intelligence.
  • Educate internal clients on the competitive advantages of William Blair’s equity products.
  • Work closely with Sales and Product Specialists to provide product support on investment strategies, including training, competitive analysis and positioning, marketing material content and sales support.
  • Create appropriate and profitable product wrappers for William Blair’s distribution channels.
  • Provide leadership to ensure effective product coordination and execution of product initiatives across multiples sales channels.


  • Bachelor’s degree in business, finance or related field. MBA and/or CFA preferred. 
  • Minimum of 5-8 years of experience preferably in product, business intelligence, business development or sales specialist role.
  • Demonstrated strong knowledge of global/international equity asset classes.
  • Working knowledge of key databases including Morningstar, eVestment, Simfund, etc. 
  • Enthusiasm for the financial markets and investment management with a strong knowledge of equities and the institutional marketplace.
  • Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically.
  • Entrepreneurial drive to build business coupled with the ability to be a cooperative team player.
  • High level of organizational skills and ability to multi-task and manage projects with competing priorities in a high paced environment. 
  • Excellent oral and written communication and presentation skills.
  • Strong interpersonal and relationship building skills with proven ability to lead and work in diverse, multi-functional teams.  

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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