Investment Product Manager

Vanguard; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading investment management firm in Toronto is seeking a Product Manager to provide expertise and support for the success of investment products. The role involves analyzing product issues, engaging with clients, and collaborating with teams to enhance product health. Ideal candidates will have significant experience in product management and a strong educational background. A hybrid working model is implemented for this role.

Qualifications

• Five years of related work experience, including three years in product management and investment analysis/strategy.
• Strong experience working with cross-functional teams and presenting to senior management.

Responsibilities

• Conduct analyses of investment product issues and prepare recommendations for senior management.
• Provide active investment support and guidance to relationship management and sales teams.
• Leverage client feedback to assess product health and drive improvements.

Skills

Product management

Investment analysis

Client engagement

Cross-functional collaboration

Education

Undergraduate degree or equivalent

Graduate degree preferred

CFA preferred

Job description

Provide active product expertise to crew and clients and to collaborate with business and investment teams to ensure the health and commercial success of the products

Core Responsibilities

• Provide active product expertise to crew and clients and to collaborate with business and investment teams to ensure the health and commercial success of the products
• Conducts analyses of investment product issues confronting Vanguard's product line-up. Leverages and manages cross-functional teams as required. Prepares and presents strategic analysis and recommendations to senior management at various forums.
• Acts as an active equity investment expert both internally and externally in the industry. Provides investment support and guidance to relationship management and sales teams; is regularly called upon to participate in meetings with clients, acting as a proxy for Vanguard’s portfolio managers. The candidate will serve as the primary contact in delivering investment expertise and capital markets perspective about the fixed income market.
• Attends and presents at industry conferences and client specific events related to the product category of focus.
• Leverages the client and sales feedback on products in order to assess product health and drive ongoing product improvements and positioning.
• Supports the creation of dynamic content used to position Vanguard investment products and to respond to investor queries.
• Creates and facilitates internal training and communications including training on launches and changes to existing products. Ensures coordination and consistency of product-related marketing initiatives and external communications across divisions.
• Contributes to business line research agendas to enhance client experience and business results.
• Stays current on industry, market, product, and competitive trends in the local markets supported.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years related work experience, including three years experience in product management and investment analysis/strategy.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.