Senior Manager, Product Solutions

Scotiabank • Toronto, ON

9d • Onsite

About The Position

Executes a comprehensive strategy to build, enhance, and sustain product and communication support for Scotia Global Asset Management’s portfolio solutions/managed asset program line up, across assigned proprietary brands that may include ScotiaFunds, Dynamic Funds, Dynamic Private Investment Pools, and Tangerine Investment Funds.

Requirements

• Minimum 5 years’ experience within asset management industry, preferably in a product management or investment communications role.
• Undergraduate degree
• Persuasive verbal and written communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively
• Strong strategic thinking and results-focused competencies
• Strong relationship management skills, both internally and externally
• Strong presentation and marketing skills
• Strong knowledge of investment products and experience working with Portfolio Managers and Sales teams.
• Working knowledge of modern portfolio theory and portfolio construction techniques.
• An understanding of financial markets and the key factors driving domestic and foreign market performance across major asset classes.
• Analytical background with experience sourcing and distilling fund data from multiple sources to deliver timely insights.
• Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.
• Knowledge of the regulatory requirements for sales communications.
• Self-starter with proven ability to work independently with minimal supervision.
• Technical writing skills and the ability to work under tight time lines.
• Proficiency in MS Office and experienced using Morningstar Direct.

Nice To Haves

• Enrollment in the CFA or CIM programs is considered a strong asset.
• Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions

Responsibilities

• Formulate contextual, accurate and timely product commentary and portfolio manager insights for a range of portfolio solutions/managed asset programs, working in close partnership with Portfolio Managers, Distribution teams, Marketing and Compliance teams. This will extend across a variety of brands, deliverables and mediums, including scheduled updates and regulatory communication, portfolio manager round tables, conference calls and presentation material.
• Working closely with wholesalers, develop new support ideas for key programs that will resonate with target advisor audiences and foster AUM growth. Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
• Contribute to the development of a comprehensive content strategy that builds, enhances and sustains retail advisors' knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Customer Experience, Marketing and Compliance.
• Prepare regular competitive insights and analysis on assigned products for a variety of audiences.
• Act as a content resource for various Marketing teams in the production of client-facing publications and campaigns, ensuring competitive positioning and compositional accuracy of programs.
• Working closely with Portfolio Managers, Product Development, Marketing and Scotia Global Asset Management Distribution partners, formulate product and communication support for assigned managed asset programs for a variety of audiences.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of their respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high performance environment and contributes to an inclusive work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior