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Strategy Head - Hedge Fund Origination & Product Management

New York, New York

Job Description:

As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).

The Hedge Fund Origination & Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients.

Responsibilities include, but are not limited to:

• Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.
• Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers
• Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams
• Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.
• Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.
• The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.

Job Requirements:

• 8+ years in the alternative investments industry, direct relevant work a plus
• Highly organized and detail oriented with the ability to think and act strategically
• Excellent communication, interpersonal, and presentation skills
• Ability to work independently and collaboratively at all levels within the organization
• Strong project and time management skills; ability to lead cross functional work efforts
• Ability to identify, prioritize and execute timely business priorities
• Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges
• Bachelor’s degree required; advanced degree desired (MBA or CFA; CAIA designation preferred)
• Strong preference for candidates to currently hold Series 7 and Series 66 (or Series 63 and 65). May consider candidates who do not currently possess required licenses, but willing to obtain after commencing the role.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

New York pay and benefits information

New York pay range:

$116,000 - $226,700 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036