Kaush Amin

Second-Year LDP Associate

Conceived, developed and implemented a product management and development process for the institutional business. Engaged executive and senior management to craft a roadmap for all steps, from strategic planning to market delivery. The program also included analysis tools for investment strategy due diligence, market opportunity, competitor and business capability assessment; reporting scorecards and dashboards were designed to assist the product teams in making objective decisions. This process was implemented to make a go/no-go decision on the Private Placement strategy.
Analyzed three existing Institutional class strategies for commercialization. Investigated market opportunity, investment capabilities and process, client perceptions and behaviors- through client interviews- and potential distribution strategies. Presented recommendations, which were eventually implemented, to the executive product committee that included the CEO.
Led a cross functional team from concept through implementation to deliver a best in class Web site. Architected the navigation and layout; worked with AVP of marketing and business unit representatives to develop content that aligned with the new branding and marketing strategy. Also worked with design and IT teams to adopt latest design and technical features.

Led the market rollout of Capital Transfer – a generational wealth transfer solution. Developed a rollout strategy and engaged representatives from product, marketing communications, distribution and advanced markets teams, to identify and implement an integrated set of tactics under advertising, personal selling, public relations and sales promotion categories.
Conducted due diligance, and developed a business plan for product solutions addressing college savings, retirement and health care needs that would leverage the cash accumulation capability of a Universal Life Insurance product.
Led a consumer research initiative, in partnership with an external vendor to study consumer demographics, psychographics and behaviors towards wealth transfer and cash accumulation related financial solutions. Implemented an innovative BMR (Backward Market Research) process to ensure that the survey produces actionable information.