Senior Manager, Investment Distribution Management

Scotiabank•Toronto, ON

2d•Onsite

About The Position

The Senior Manager, Investment Distribution Management, is responsible for the design and execution of strategies to distribute alternative and specialty equity products across intermediary channels. This role is responsible for bridging the managing teams of these products with internal and external client engagement, ensuring that the offerings are effectively supported and well positioned.

Requirements

Undergraduate degree in finance, business, economics or a related field required.
5+ years of experience in the asset management industry, financial services, or an investment-related role.
Strong interest in financial markets and investment strategy.
Strong communication skills (written and verbal).
Ability to work efficiently in a fast-paced environment with shifting priorities.
Strong organizational skills, attention to detail, and ability to manage multiple tasks.
Analytical and strategic thinker with the ability to assess complex products.
Collaborative and team-oriented, with a proactive and resourceful mindset.
Proficiency in Microsoft Office, particularly PowerPoint and Excel.
Knowledge and use of AI-powered productivity platforms

Nice To Haves

Progress toward CFA, CIM or an interest in pursuing relevant professional designations is an asset.

Responsibilities

Provide direct support to the managing teams with the development of persuasive, accurate and timely sales support and communication for a range of alternative and specialty products across multiple brands, deliverables and mediums.
Formulate performance and data inputs for timely product commentary, positioning updates and portfolio manager insights including scheduled updates, portfolio manager round tables, conference calls and presentation material.
Prepare client-specific materials such as briefing notes, product summaries and presentation preparation materials.
Act as a key content resource for various Marketing teams in the production of alternatives and specialty product updates and client-facing publications, ensuring compositional accuracy of programs.
Participate in ad hoc projects and initiatives supporting the portfolio management team and Investment Distribution Management.
Collaborate with key partners in Retail and Institutional distribution, to support the creation of and/or edit existing support for key products to support AUM growth.
Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
Perform and support competitive analysis through data gathering and synthesis on alternatives and specialty product industry trends.
Track the managing teams distribution performance metrics, including sales volumes, client engagement, product communication effectiveness, and channel effectiveness.
Ensure compliance with all relevant regulations and internal policies.