VP, Investment Products Strategist

3 weeks ago

Mississauga, Ontario, Canada Primerica Full time

About this Position

The Investment Products, Marketing and Strategy team at Primerica is responsible for driving the development and review of securities products. This team liaises with internal and external stakeholders to launch new products or make changes to existing offerings. The team works closely with the Executive Leadership team and business line leaders to solve business problems through research, analysis, and recommendations.

Primerica is seeking a Vice President – Investment Products candidate who is a team-oriented, critical thinker with a passion for solving business problems. The successful candidate will play a key role in ensuring that Primerica's securities product shelf continues to meet the needs of clients and representatives, and advances Primerica's mission of creating financially independent families.

Responsibilities and Qualifications

Role Overview & Key Accountabilities

The ideal candidate will be a self-starter, comfortable in high-visibility settings, with the ability to innovate and build a deep working knowledge of Primerica's unique capabilities and assets. Key accountabilities will include:

  • Managing and reviewing all securities products offered by Primerica, including reviewing performance and recommending changes
  • Working closely with Primerica Representatives to gather feedback on existing products and identify opportunities for improvement
  • Preparing materials and leading product shelf and performance review meetings for securities products
  • Leading and coordinating project management with internal and external stakeholders for Investment Products-related initiatives
  • Acting as the subject matter expert on industry tools and technology
  • Managing the Primerica securities microsite and ensuring that all product-related information and content is updated regularly
  • Coordinating US/Canada special projects and initiatives
  • Identifying and implementing initiatives in conjunction with Training & Development teams to support mutual fund licensing growth and continuing education activities
  • Liaising with Fund Manager partners for new product launches
  • Conducting competitive/business environment research to determine emerging trends and analyze their implications on Primerica's products and strategic plan
  • Synthesizing findings, presenting recommendations, and participating in presentations to the Primerica leadership team
  • Working closely with the Investment Marketing team to support Primerica investment products marketing objectives in Canada and facilitate regulatory requirements for mutual fund and segregated fund reporting

The VP Investment Products will be an integral part of the Investment Products, Marketing and Strategy team, and will be expected to act as a highly fungible resource. The focus of the Investment Products team can vary from time to time, and the successful candidate will be expected to work on the immediate priorities for the business and the team at the time.

Ideal Candidate

  • Undergraduate/postgraduate degree from a top-tier institution with exceptional academic performance
  • Strong financial orientation and project management experience
  • Experience with securities products and the securities regulatory environment in Canada
  • Strong understanding of Mutual Fund products, preferably with Mutual Fund product management experience
  • Exceptional leadership capabilities with the ability to lead and facilitate discussions, track record demonstrating excellent management, conflict resolution, and interpersonal skills, and the ability to establish and maintain effective working relationships
  • Exceptional planning and analytical skills, ability to discern research information/data and focus on critical business issues
  • Excellent written and verbal communication skills, ability to clearly present complex concepts to a wide range of audiences
  • Proficiency with Excel, PowerPoint, Word, and other common business applications

Primerica is an Equal Opportunity Employer and provides equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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