Director - Subadvisory Relationships

Mass Financial Services; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Mass Financial Services in Toronto seeks a Director - Subadvisory Relationships to support Canadian subadvisory clients. You will coordinate resources for client roadshows, assist with due diligences, and act as a liaison between clients and internal teams to promote the firm's value proposition.

You will provide market intelligence on the Canadian retail landscape, prioritize growth opportunities, and collaborate with distribution teams on product launches and strategy. Travel is required.

Qualifications

• Bachelor's degree; CIM or CFA preferred.
• Minimum 8 years' investment-related or financial experience in retail market/wealth management.
• Knowledge of domestic and foreign financial markets and products.
• Excellent written and verbal communication skills as well as presentation skills.
• Ability to set priorities and meet deadlines.
• Ability to operate autonomously and in a collaborative team.
• Willingness to be registered with Securities Commissions as 'Associate Advising Representative' or 'Advising Representative'.
• Very strong interpersonal skills and passion for developing client relationships.
• Travel required.
• French language skills preferred.

Responsibilities

• Support on-going marketing and sales initiatives of subadvisory relationships within distribution channels; coordinate resources for client roadshows, events, due diligences, and opportunities.
• Support due diligence, compliance and manager research requests; organize meetings and showcase strategies.
• Promote awareness of MFS value proposition and products within client distribution and marketing teams; provide training on go-to-market launches.
• Provide market intelligence/infrastructure support to Canadian platform; collaborate with Canada Team on Retail market strategy.
• Update CRM with activities and meeting notes.
• Contribute to subadvisory product development opportunities and assist with gatekeeper initiatives.

Skills

Client relationships

Communication

Presentation skills

Industry knowledge

Autonomy

French language

Education

Bachelor's degree

CIM or CFA preferred

Job description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

Based in Toronto, you will work within a collaborative team environment supporting our Canadian subadvisory clients. The Director - Subadvisory Relationships will be responsible for being a key contact providing subadvisory clients with resources to help support the promotion and growth of our subadvisory mandates. Your strong industry knowledge will be required to support ongoing investment governance/due diligence meetings with subadvisory clients. In addition, you will be a liaison for subadvisory clients to help support their marketing and sales initiatives of subadvisory mandates. Furthermore, the Director - Subadvisory Relationships will also provide market intelligence and have a strong grasp of the Canadian retail landscape, including the role of a sub-advisor and product vehicle trends to understand how to prioritize growth opportunities with subadvisory clients.

WHAT YOU WILL DO

1. Support on-going marketing and sales initiatives of subadvisory relationships within their distribution channels:Organize and coordinate MFS resources for client roadshows, events, due diligences, webinars, recommended list opportunities and strategy updatesCoordinate internal resources (IPS, IPMs) for subadvisory support of investment speaking engagements, such as strategy and macro updatesIdentify potential MFS retail materials that could be leveraged with subadvisory relationshipsAnswer client requests and questions such as portfolio related information with internal product team
2. Support Due Diligence, compliance and manager research requests such as:Organize due investment diligence meetings as requested by clientsShowcase MFS strategies to manager research teams/gatekeepers for subadvisory opportunities
3. Help promote awareness of MFS, specifically MFS value proposition and focus products within the client Distribution teams and marketing teams: Inside Sales, Wholesalers by:Hold meetings with client distribution teams on MFS Value Proposition and Products as well as thought leadershipProvide training to distribution staff on 'go to market' product launches, identifying key differentiators and effective strategy positioning
4. Provide on-going market intelligence/infrastructure support to the Canadian platform/professional buyer team. Collaborate with MFS Canada Team on integrated approach to the Retail marketStay abreast of industry trends by reviewing industry publications such as Investor Economics, examine IIROC trends including AUM by asset class, statistics on sales numbers and cash flows per asset classProvide analytics on OKR's, activities, initiatives to leadership team
5. Update CRM database with activities and meeting notes.
6. Assume additional product and marketing initiatives including but not limited to:Work on subadvisory product development opportunities, including market case, feasibility, execution and go-to-market strategyShowcase/present MFS thought leadership and practice management to clients and their intermediariesAssist clients with gatekeeper initiatives such as recommended list opportunities

WHAT WE ARE LOOKING FOR

• Bachelor's degree. CIM or CFA preferred.
• Minimum 8 years' investment-related or financial experience in retail market/wealth management preferred with at least 3 years' experience in direct client-oriented capacity.
• Knowledge of domestic and foreign financial markets and products required.
• Excellent written and verbal communication skills as well as presentation skills.
• Ability to set priorities and meet deadlines.
• Ability to operate autonomously and enjoy working in a collaborate team environment.
• Ability to be registered with Securities Commissions as 'Associate Advising Representative' or 'Advising Representative.'
• Very strong interpersonal skills and passion for developing client relationships.
• Travel required.
• Ability to speak in French preferred.

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*This range represents base and incentive compensation

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What we offer:

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, cult