Director, ETF Strategist

6 days ago

Toronto, Ontario, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

Reporting to the Senior Vice-President, Head of ETF Strategy, the ETF Strategist will be a significant contributor to the overall growth of CI Global Asset Management's (CI GAM) ETF business.

The ETF Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to CI GAM's distribution team, clients & partners. The role will act as a vital resource to our distribution team to further enable the growth of our ETF strategy. This will include collaboration with wholesaling teams and identifying unique opportunities by providing ETF expertise regarding industry trends, competitor intelligence, CI GAM ETF offerings, and portfolio implementation ideas. The role will also represent CI GAM at industry events, as well as participating in speaking engagements internally and externally.

WHAT YOU WILL DO

Responsibilities will include but not be limited to:

Sales Support & Enablement

Develop relationships with CI GAM's distribution team and assist in the sales process by acting as a subject matter expert on CI GAM's ETF suite Build, maintain and communicate an advanced level of knowledge on CI GAM's ETF suite Help identify opportunities to increase ETF sales Timely and relevant creation of ETF trade ideas and thought leadership to support the distribution team Assist in the creation or updates to ETF marketing pieces, sales decks and other collaterals that will be used by the distribution team Assist in monthly and quarterly tasks (i.e Sales tools update, trade ideas, pitch decks, performance updates, etc.)

Subject Matter Expert

Educate and promote CI GAM ETF's investment philosophy, process, performance, and competitive strengths to clients Provide education to a wide range of retail clients with varying degrees of knowledge on ETF products and related capital markets information Participate in client meetings, seminars, conference calls and other meetings (virtual and in person) and provide a high level of product expertise Represent CI GAM at internal and external events Collaboration with internal and external stakeholders Be involved in other aspects of the development of CI GAM's ETF business

WHAT YOU WILL BRING

The successful candidate will have a strong understanding of either ETFs, capital markets, or strong understanding of the Canadian asset management industry 5+ years investment related experience with specific subject matter expertise in ETFs preferred Completion of 4-year post-secondary degree, ideally with a business focus (Finance, Economics and/or Accounting)
CIM, CFP, CAIA, CFA designation or an MBA degree is preferred Highly effective written and verbal communication capabilities; excellent presentation skills
Demonstrated ability to think strategically, build strong relationships and drive sales Strong technical skills with high level of expertise in Microsoft Powerpoint, Excel, Morningstar, and Bloomberg preferred
Bilingual (French and English) will be preferred

WORKING CONDITIONS

Periodic travel required

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station Flexible & Hybrid Work Program Equipment Purchase Program Training Reimbursement Paid Professional Designations Employee Share Purchase Program (ESPP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Fitness membership discounts Volunteer paid Days Complimentary vending machines

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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