Senior Product Specialist

Found in: Talent CA C2 - 2 weeks ago

Toronto, Canada Capital Group Full time

As a Senior Product Specialist, you will have strong knowledge of ETF’s amongst other investment vehicles in both retail and institutional business lines (mutual funds, SMAs, Pools, SAs etc.). The ideal candidate possesses knowledge of investments and capital markets in addition to CG’s investment process and philosophy. The Senior Product Specialist should have a strong passion for investing in general, as they will need to cover all asset classes. You will be instrumental in helping to build and maintain a comprehensive product strategy and roadmap to deliver on business plan commitments.

“I can succeed as a Senior Product Specialist at Capital Group”

As a subject matter expert, you will work cross-functionally with internal partners including sales, marketing, operations, legal, and investment professionals to address product questions, educate business partners on our offerings, respond to client inquiries, and communicate the investment teams’ outlook and positioning.

You will lead and/or participate in projects impacting the product line and client group, ensuring products and services are competitive and meet the long-term strategic direction of the client group.

You will develop thought leadership, product marketing collateral, commentaries, and investment content for the use in all channels.

You will conduct rigorous analysis in the creation and development of product plans, competitive intelligence, product research, business cases and initiatives.

You will be the bridge joining Capital Group distribution teams and Capital Group investment professionals. On the one hand you will understand the needs of the clients and on the other, work closely with investment teams to have an in-depth understanding of the portfolio and to curate effective investment collateral for clients.

“ I am the person Capital Group is looking for.”

You are interested in the wealth management business, our product offerings and learn quickly.

You thrive in areas of high complexity and enjoy collaborating with a wide array of cross-functional partners to meet objectives and deadlines.

You have courage, take initiative, and are not afraid to learn on the job with the support of your team in a dynamic environment.

You demonstrate effective written and oral communication skills with a diverse group of associates from peers to senior leaders.

You have strong computer skills in Microsoft applications and have used industry software such as Morningstar Direct, Bloomberg, and eVestment.

You enjoy working with a smaller entrepreneurial team and have the interest and ability to gain business insights on our products, clients and trends shaping our industry.

Education, Experience and Technical Requirements:

Completion of CFA program or an MBA is preferred

Undergraduate degree required, preferably in business or related discipline such as commerce

8+ years’ experience in the financial services industry, with at least 3+ years of ETF product-related experience

Strong PC skills (proficiency with Microsoft Office, Bloomberg, Morningstar Direct, Factset is preferred) with advanced spreadsheet & PowerPoint skills

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