Assistant Vice President Shelf Management Solutions

Job Description

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset‑management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Reporting to the VP, Product Solutions & User Experience, the successful applicant will be a strong people leader and key contributor with core responsibilities and subject matter expertise across all product structures. Key responsibilities include managing Mackenzie’s product shelf by facilitating the screening of potential fund merger & termination candidates and the execution of these fund activities. Included within shelf oversight is the management of Mackenzie’s pricing strategy and principles across the retail and institutional product shelves, and oversight of Fund distributions. The role will also be responsible for developing the strategy and providing oversight and support of all investment solutions and account types offered by Mackenzie which are not centered around a specific investment mandate. The Shelf Management, Solutions & Accounts group is part of Mackenzie’s broader Product Solutions & User Experience Team, and the Product Division.

Area of Responsibility/Key Accountabilities

Shelf Management

• Responsible for the effective management of Mackenzie’s mutual fund product shelf
• Ownership of Mackenzie’s long‑term shelf management strategy, fund mergers and terminations
• Leads the annual screening of funds for merger & termination opportunities, completes assessments of fund investment objectives and potential continuing funds and builds out the recommendations for Mackenzie’s senior management and Independent Review Committee (IRC).
• Leads the execution of fund mergers and terminations working with Fund Accounting and Sales to minimize advisor disruption.
• Collaborates with Product Leadership to ensure recommendations align across product structures.

Pricing

• Leads the pricing team responsible for Mackenzie’s fund pricing and dealer compensation strategy and the effective implementation of any changes, ensuring that they are coordinated within the organizational strategy.
• Continuously monitors and evaluates Mackenzie's pricing in the context of the existing strategy and competitive trends.
• Anticipates and addresses regulatory and competitive forces shaping industry pricing.
• Oversees annual pricing reviews, surfaces opportunities to improve Mackenzie’s competitiveness and build out recommendations for presentation to Mackenzie’s Operating Committee.
• Monitors competitor offerings and actions (reporting, analysis, escalation, proposed response).
• Monitors the distribution landscape, dealer compensation, dealer needs, advisor needs, and platform pricing.
• Develops all pricing initiatives and proposals.
• Completes the analysis and proposals relating to new products.
• Synchronization with other functional areas and implementation.
• Business lead and quarterback on implementing pricing changes. Responsible for coordinating operations, distribution & training, disclosures (prospectus, marketing, etc).
• Maintains and provides oversight of the coordinated pricing framework.
• Spearheads and provides oversight of pricing on private label arrangements and special product categories (LB series, PFSL, private wealth series).
• Prospectus management, and engagement with partners.
• Oversees reporting, monitoring and policy on private wealth series (eligibility, exceptions).
• Ensures appropriate MERs for all Funds and Series.
• Ensures the mutual