Sustainable Investment Product Specialist

What the role entails

Product Specialists serve as translators between investment teams and clients. They help explain sustainable investment products, strategies, and outcomes in ways that advisors, institutions, and investors can understand.

These professionals play a critical role in helping sustainable investing become accessible to broader audiences.

Key responsibilities

• Support the development of sustainable investment products

• Create educational materials and presentations

• Explain investment strategies to advisors and clients

• Assist sales and distribution teams

• Monitor industry trends and competitor offerings

• Help launch new products and initiatives

Important skills & qualifications

• Strong communication and storytelling abilities

• Understanding of investments and sustainability concepts

• Presentation and public speaking skills

• Ability to simplify complex topics

What employers look for

• Experience in investments, marketing, communications, or product management

• Strong interpersonal skills

• Ability to engage diverse audiences