Head of Product Development

Role Summary:

The Head of Products will lead the firm’s product strategy and development, driving innovation andensuring the competitiveness and regulatory compliance of all investment offerings of ATRAM. Therole will require a deep understanding of financial products, have experience in structuring bothtreasury-related products including more complex issuances such as derivatives, as well as familiaritywith the Philippine trust industry and the regulatory environment governing Trust Products includingbut not limited to Unit Investment Trust Funds (UITFs).

Main Duties and Responsibilities:

Product Strategy and Innovation:

• Develop and execute a strategic roadmap for ATRAM’s product suite, including the creation of new investment products and the enhancement of existing offerings, as well as determining products that need to be amended or even discontinued

Structuring and Design:

• Lead the end-to-end structuring and development of collective investment schemes such as UnitInvestment Trust Funds and Mutual Funds, and other pooled investment products, ensuringcompliance with regulatory requirements, alignment with market demand, and integration withthe institution’s overall product strategy.
• Collaborate closely with the Investment Team to develop advanced financial products such as structured notes and derivatives-based instruments, tailored for inclusion in client portfolios or for offering to qualified investors, ensuring suitability, regulatory compliance, and alignment with client risk profiles and investment objectives.
• Coordinate with ATRAM Alternatives in the structuring of alternative investment products—such as private equity, private credit, real assets, and other issuances— while driving the end-to-end process of securing operational readiness, legal documentation, and regulatory and compliance approvals necessary for product issuance and distribution.

Regulatory Compliance and Governance:

• Ensure that all products--- particularly Unit Investment Trust Funds (UITFs) and other trust-relatedofferings, are fully compliant with existing Bangko Sentral ng Pilipinas (BSP) regulations and otherapplicable laws. Same applies to Mutual Funds and other products under the purview of theSecurities & Exchange Commission (SEC). This includes proactively monitoring for regulatoryupdates or new issuances, assessing their impact on existing products, coordinating necessarychanges or enhancements, and ensuring timely and accurate regulatory reporting, documentation,and disclosures in line with governance standards.

Market and Client Insight:

• Stay abreast of market trends, competitor developments, and client needs to anticipate demand and ensure product relevance and competitiveness.

Cross-Functional Leadership:

• Collaborate closely with Investments, Sales, Legal, Compliance, Operations, and Risk Teams todevelop, launch, and manage products throughout their lifecycle

Trust Industry and UITF Expertise:

• Provide in-depth knowledge and insights into the UITF market and the broader trust industry toposition the firm’s offerings effectively.
  

Training and Stakeholder Engagement:

• Serve as subject matter expert to train internal stakeholders and sales units on product features,investment rationale, and regulatory context.

Education and Experience Required:

• Bachelor’s Degree in Finance, Economics, Business, or a related field; CFA, CPA or Master’s Degree is an advantage
• At least 8-10 years of proven relevant experience in Product Development, and/or Structuring within an asset management, treasury, or trust institution
• Should have any one of the ff: TIFP One-Year Course on Trust Operations and Investment Management; UITF CUSP and SEC CIS Certification · Certified Treasury Professional/Treasury Certification Program (BAP or ACI); Securities Representative License – Capital Markets
• Exposure to both institutional and retail product development
• Experience interacting with regulators, particularly the Bangko Sentral ng Pilipinas
• Ability to think strategically while maintaining attention to detail
• Client-centric mindset with a passion for innovation in investment solutions