Senior Investment Product Manager

6 days ago


Old Toronto, Ontario, Canada Mackenzie Financial Corporation Full time
About the Role

Mackenzie Financial Corporation is seeking a highly skilled and experienced Senior Investment Product Manager to lead the execution of business line plans for investment strategies available for sale to institutional clients.

Key Responsibilities
  1. Product Management & Strategy:
  • Develop and execute business-specific product management strategies for institutional investment products.
  • Lead short and long-term product business planning, including product lifecycle decisions or innovations, and associated prioritizations.
  • Coordinate and lead competitive analysis to assist product positioning and differentiation.
  • Develop and communicate expert insights on institutional investment industry trends.
  • Marketing collateral – act as leader, coach, and mentor to product specialists in creating content for fact sheets, brochures, or web content with the support of the marketing department; help them develop storylines for fund positioning, and providing input on public relations, website, sales presentations, and talking points.
  • Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging.
  • Lead development of proactive insights, perspectives, product training, and support to sales teams.
Business Partner:
  • Share insights garnered from institutional clients with investment, client-facing, and product development teams.
  • Serve as the client advocate within the organization.
  • Foster deep partner relationships with all functional units to ensure cohesive strategies.
  • Provide proactive insights, perspectives, product training, and support to sales teams.
  • Comprehensive knowledge of investment management philosophy, process, performance, and research subtleties.
Product Development:
  • Contribute new product development ideas tailored to the institutional market.
  • Gather and communicate intelligence from institutional client meetings.
  • Collaborate with product development and portfolio management colleagues to bring new ideas to market.
Revenue Growth:
  • Act as an external contact for institutional clients, including consultants and gatekeepers.
  • Develop and conduct education/training for client-facing personnel focused on institutional products.
  • Raise the profile of competitive investment strategies or solutions to the institutional client-facing organization.
  • Develop messaging and create content to differentiate products and explain performance.
  • Interact with institutional prospects/clients via email, phone, in-person meetings, and presentations.
  • Provide portfolio updates to internal and external partners.
  • Understand each channel and develop appropriate growth strategy and execution plan.
Requirements
  1. At least 10 years of relevant experience with demonstrated leadership skills, with focus on the institutional asset management market.
  2. Strong investment knowledge of capital markets and asset management for the client channel.
  3. Proven client relations skills and ability to manage multiple constituent relationships.
  4. Demonstrated high impact influencing, leveraging strong interpersonal and communication skills.
  5. Strong analytical and narrative-building skills.
  6. French language skills (written and spoken) highly desirable.
  7. MBA preferred; CFA strongly preferred.
Personal Attributes
  1. Excellent interpersonal skills, including excellent communication skills around investing.
  2. Poise, judgment, and gravitas to represent strategies with clients and prospects.
  3. Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions.
  4. Strong attention to detail with the ability to manage multiple tasks simultaneously.
  5. Analytical, strategic thinker.
  6. Ability to build relationships internally with all levels.
  7. Flexible – comfort managing multiple complex tasks at once; prioritizing.
  8. Creative, entrepreneurial spirit.
  9. Ability to implement – not just analyze.
  10. Intellectual rigor.
  11. Team-oriented mindset.
  12. Warm, friendly, collegial, and approachable.
  13. Ability to relate well to all kinds of people.
  14. Energetic leader.
  15. Client-focused.
  16. High integrity.
  17. Detail-oriented.
  18. Accountable.


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