Product Specialist, Public Assets
About The Position
Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers. We are dedicated to upholding our firm’s values through significant growth. We foster a collaborative, creative, and entrepreneurial environment where employees can make a real impact and build rewarding careers. We are passionate about our business, our culture, and investing in employee growth and development. The Product Specialist, Public Assets is a critical connector role within Asset Management, designed to create leverage for Public Assets portfolio management teams by serving as the primary interface between portfolio managers, wealth advisors, and clients. This role translates Public Assets Equity and Fixed Income investment strategy, portfolio positioning, and performance into clear, consistent, and client-ready insights, enabling advisors to engage confidently with clients while reducing ad-hoc demands on portfolio managers. The Product Specialist enhances scalability, improves quality of communication, and strengthens client understanding and conviction in Public Assets strategies. This is a hybrid role located in our Vancouver or Toronto office.
Requirements
- Minimum of 10+ years of relevant asset management and product management experience within public markets.
- Deep experience in Public Markets investing (including equity and fixed income) and fund structures (specifically Mutual Fund Trusts and LPs).
- Experience working closely with investment teams, wealth advisors, and/or UHNW clients.
- Bachelor’s Degree in Business Administration, Economics, other relevant financial field, or an acceptable combination of education and progressive work experience.
- Advanced knowledge of Microsoft office and financial industry systems and tools.
Nice To Haves
- Experience managing Fixed Income or Equity portfolios is preferred.
- CFA designation is preferred.
- Experience with Bloomberg and Simcorp would be considered an asset.
Responsibilities
- Partner collaboratively with investment teams to develop a strong understanding and communication of investment strategies, portfolio composition, performance, and market positioning.
- Facilitate collaboration between Asset Management, Private Wealth, and Marketing with a client service mindset.
- Develop key messages, product positioning, and investment narratives that differentiate the firm's capabilities across markets.
- Represent the firm at client meetings, conferences, and events by delivering product presentations and subject matter expertise.
- Oversee the development and maintenance of marketing and client materials, including presentations, product profiles, RFP responses, client reporting packages, and quarterly performance commentary.
- Support sales and client service efforts by responding to investment-related requests and providing behind-the-scenes support.
- Provide industry and product insights through analysis of market trends, client needs, and the competitive landscape to support product development and strategic planning.
- Contribute to the strategy, development, and enhancement of existing and new Public Assets products.
- Maintain a comprehensive understanding of capital markets, investment processes, portfolio positioning, and performance attribution.
- Assess product strengths and weaknesses and conduct competitive analysis to optimize market positioning.
- Analyze product performance, including returns, volatility, risk-adjusted metrics, and benchmark comparisons.
- Develop performance measures and clearly articulate strategy positioning and performance in both written and verbal formats.
- Use performance data and client feedback to recommend and implement product improvements.
Benefits
- Competitive base salary hiring range of $140,000 - $170,000.
- Participation in performance-based Short-Term Incentive (STI) program.
- Participation in Long-Term Incentive (LTI) program, awarded in the form of equity.
- Comprehensive compensation and benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
