Product Manager, Investments

1 day ago

Surrey, British Columbia, Canada Coast Capital Full time
About the Role

We are seeking a highly skilled and experienced Product Manager, Investments to join our team at Coast Capital. As a key member of our Wealth Management division, you will be responsible for supporting the development and management of our investment product lines, including Coast Capital Mutual Funds, Sustainable Funds, ETFs, Fee-based Accounts, and SMAs.

Key Responsibilities
  • Drive the planning and execution of key initiatives around the investment product shelf to optimize the success of the product line.
  • Act as a key resource for distribution and as a liaison and first point of contact for Coast's strategic third-party partners.
  • Work closely with the sales and marketing teams to support product positioning, campaigns, and the development of content and materials.
  • Play an active role in strengthening our operational foundations by helping to set up a newly formed investment committee, driving the evolution and expansion of Coast's MFDA/IIROC service models, and working toward continuously improving our infrastructure and processes.
  • Actively identify new product opportunities and support product development and cross-functional launch efforts for new initiatives in the portfolio.
  • Understand, manage, and monitor the organization's portfolio of investment products and track/analyze key performance indicators (KPIs) to achieve objectives, key results, and the broader Coast 2025 corporate strategy.
  • Develop and deliver key reporting elements and ensure Coast leadership is kept well-informed on the performance of the business line.
  • Continuously evolve the product shelf by building relationships with Coast advisors and collaborating with the Enterprise Research team to develop a strong feedback channel to understand how the product shelf could better meet observed member needs.
  • Provide oversight and management of investment programs for strategic partners.
  • Execute risk management and compliance monitoring activities as needed.
Requirements
  • Bachelor's Degree in business, commerce, or economics, an MBA or other post-graduate Degree, or equivalent industry-related experience preferred.
  • CFA/CIM/CFP an asset.
  • 5+ years of gaining a comprehensive understanding of the current wealth management and asset management ecosystem and applicable regulations.
  • 5+ years gaining strong business acumen with a depth of knowledge of the financial metrics that drive performance.
  • Strong abilities in financial and market analysis and insights.
  • Strong Project Management skill.
  • Strong communicator able to thoughtfully construct a diverse set of content/material.
  • Strong collaborator who is comfortable presenting ideas and voicing concerns.
  • Drives innovation and positive change; never satisfied with the status quo.
  • Organizes efforts around what is best for the member/advisor by acting empathetically and keeping communication lines open.
  • Proactively drives initiatives forward to completion.
  • Takes pride in their work and exhibits an ownership mentality.
  • Identify trends and monitor the competitive landscape to determine impacts on the organization's product roadmap and uncover opportunities for innovation, growth, and risk mitigation.
  • Maintains market intelligence and develops strategies to take advantage of emerging trends and keep the product shelf current.
  • Exhibits curiosity and a desire for continuous learning.
  • Able to partner and grow relationships across the organization, including the executive team's internal and external stakeholders, across marketing, IT, finance, and channels.
  • Positively represents Coast when engaging with strategic partners and other third parties.
  • Drive or support various projects across the portfolio, working with EPMO and working groups.
About Coast Capital
  • Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
  • Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
  • A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
  • Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
  • Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
  • Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.
  • Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
  • Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award-winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
  • We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
  • Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

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