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Senior Retail Manager F/H
3 months ago
Title:
Senior Manager, Retail Investments
As the Senior Manager, Retail Investments, you will contribute to the overall success of the Retail Deposits and Investments business in Canada by ensuring specific individual goals, plans and initiatives are executed and delivered in support of the team's business strategies and objectives.
You will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.Support all aspects of Retail Mutual Fund product management, including product design, development, pricing, distribution, marketing and regulatory requirements
Partner closely with Wealth and VP of Retail Investments to design Mutual Fund Product shelf that provides a clear value proposition for prioritized segments and is simple for advisors and clients to understand, while continuously innovating to meet changing clients' needs and industry trends
Assess and optimize Mutual Fund pricing in the context of a constantly changing competitive environment to support sales and revenue growth targets
Partner with Retail Client Growth and Retail Branch Enablement to optimize and expand our leads and client engagement process
Partner closely with Marketing to deliver our public facing campaigns to support attainment of our acquisition growth targets
Have a solid understanding of the regulatory environment under CIRO and work closely with Internal Controls partners
Leverage data and analytics to understand client and market behaviours, including working with Distribution, Marketing and Analytics partners to build and maintain performance reporting trackers, and partnering with Wealth to monitor industry and portfolio trends to enable data-driven portfolio management
Work with Finance partners to manage the Retail Mutual Fund Profit and Loss statement, including setting financial goals and targets, and managing to those targets
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
Champion a high-performance environment and contribute to an inclusive work environment
Multiple years of relevant work experience across retail financial products
A strong understanding of retail investment products and retail client needs
Exceptional business planning, strategy development and execution skills
Proven relationship management skills with a demonstrated ability to seamlessly collaborate across multiple stakeholder partners
Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.
If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. Senior Product Manager, Marketing Manager, Compliance, Investment Banking, Relationship Manager, Operations, Marketing, Legal, Customer Service, Finance#
