Assistant Director, Institutional Investment Product

1 week ago


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

Mackenzie Financial Corporation is seeking a highly experienced and skilled professional to join our team as an Associate Vice President, Institutional Investment Product. This is a key leadership role that will be responsible for leading and managing 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.
  • 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.
  • Gather and communicate intelligence from institutional client meetings.
  • Collaborate with product development and portfolio management colleagues to bring new ideas to market.
  • 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.
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. Strong analytical and narrative-building skills.
  5. French language skills (written and spoken) highly desirable.
  6. MBA preferred.
  7. 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.
  8. Strong attention to detail with the ability to manage multiple tasks simultaneously.
  9. Flexible – comfort managing multiple complex tasks at once.
  10. Creative, entrepreneurial spirit.


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