Requirements
Description & Requirements
Private Credit Product Specialist – Private Wealth
Location: New York or Dallas
About Fortress
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $53 billion of assets under management as of June 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit www.fortress.com.
About The Position
We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks.
Key Responsibilities
- Product Expertise & Positioning
- Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit.
- Articulate investment philosophy, process, and performance to internal and external stakeholders.
- Serve as the technical lead in client meetings, roadshows, and due diligence sessions.
- Client Engagement & Capital Formation
- Partner with sales and investor relations teams to support fundraising across private wealth channels.
- Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms.
- Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries.
- Product Development & Structuring
- Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc).
- Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency).
- Marketing & Content Creation
- Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs.
- Contribute to thought leadership and market commentary tailored to private wealth audiences.
- Internal Collaboration
- Act as a conduit between portfolio managers and distribution teams.
- Participate in investment committee and deal pipeline meetings, as well as product strategy sessions.
Qualifications
- 8–15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role.
- Deep understanding of private credit markets and fund structures.
- Demonstrated success supporting capital formation in private wealth channels.
- Strong communication and presentation skills; ability to simplify complex investment concepts.
- FINRA licenses (Series 7, 63, 24, or 66) preferred.
- Bachelor’s degree required; MBA or CFA a plus.
Preferred Attributes
- Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets.
- Entrepreneurial mindset with a collaborative approach.
- Experience with onboarding products to private wealth platforms.
- Familiarity with regulatory and operational nuances of private wealth distribution.
- Ability to manage multiple stakeholders and deliver under tight timelines.
The base salary range for this position is expected to be between $185,000 and $200,000.
The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions.
Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equal opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected by federal, state or local law.
