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The Head of Wealth Management Product will lead the product roadmap, focusing on platform technology and investment solutions. Responsibilities include overseeing technology optimizations, establishing partnerships, managing pricing strategies, and executing go-to-market plans. The role also involves engaging with advisors for feedback and conducting market analysis to drive product innovation and effectiveness.

The Associate Investment Strategist will aid in analyzing client portfolios, generate proposals, and support due diligence processes. This role involves understanding client goals, creating portfolio analytics, and articulating investment strategies to clients and advisors. It requires engagement with various stakeholders and maintaining knowledge of OCIO's service offerings.

The Investment Strategist will develop investment strategies, recommend product selection, assist with asset allocation, and support the portfolio management team. Responsibilities include analyzing client goals, creating proposals, reviewing client allocations, and maintaining knowledge of investment products. Effective communication with advisors and stakeholders is essential.