Investment Product Manager - Mutual Funds (Hybrid)

ivari Holdings Inc.; Toronto; Hybrid; CAD 79,000 - 108,000; Full time

Benefits offered by this job

Hybrid work arrangement

Health and dental benefits for family

Pension and savings plans with company

Job summary

ivari Holdings Inc. is seeking a Product Manager, Investment Product Management, to oversee the lifecycle and compliance of ivari’s retail mutual funds and segregated funds within Universal Life portfolios.

The role acts as a SME for investment products, coordinating with internal teams and external partners to ensure accurate reporting and timely fund changes. You will partner with actuaries, fund managers, and distributors, driving product performance, pricing implications, and regulatory

Qualifications

• Five or more years of experience in investment product management, insurance, asset management, or financial services.
• Strong knowledge of mutual funds, segregated funds, Universal Life investment structures, asset classes, fees, performance measures, and fund administration.
• Experience coordinating cross-functional initiatives.
• Knowledge of OSFI, FSRA, and CIRO frameworks.
• Strong analytical, written communication, presentation, and project management skills.
• Ability to manage multiple priorities and deliverables in a regulated, deadline-driven environment.
• University degree in finance, business, economics, or a related field.
• Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint.
• CFA designation, MBA, or a recognized financial planning credential is an asset.
• Experience with Morningstar Direct is considered an asset.

Responsibilities

• Manage assigned lifecycle, governance, and maintenance activities for ivari’s investment products.
• Oversee the lifecycle of the investment options offered through ivari’s segregated fund and Universal Life product portfolios.
• Collaborate with various departments to assess product implications, viability, and ensure alignment with contractual, regulatory, operational, and customer requirements, and deliver coordinated outcomes.
• Monitor fund performance, asset flows, product utilization, fees, and operational considerations, and support Actuarial in reviewing product and pricing implications across retail mutual funds and segregated funds.
• Coordinate with fund managers, service providers, and internal operations teams to ensure accurate reporting, timely updates, and effective fund administration.
• Lead the planning and implementation of fund additions, substitutions, mergers, etc., and ensure product communications and marketing materials are compliant.
• Serve as the subject‑matter expert for investment products and provide timely guidance to internal committees, business partners, and external stakeholders.
• Provide training, product updates, and strategic insights to distribution partners, advisors, and client‑facing teams.
• Coordinate recurring third‑party deliverables, ensuring they are complete, accurate, and delivered within established service standards.
• Support Budget projection deliverables in a timely manner.

Skills

Investment product management

Cross-functional coordination

Analytical skills

Project management

Written communication

Ability to manage multiple priorities

Microsoft Excel

Microsoft Word

Education

University degree in finance, business, economics, or related field

Tools

Morningstar Direct

Excel

Word

PowerPoint

SharePoint

Job description

ivari Holdings Inc. is seeking a Product Manager, Investment Product Management, to oversee the lifecycle and compliance of ivari’s retail mutual funds and segregated funds within Universal Life portfolios.

The role acts as a SME for investment products, coordinating with internal teams and external partners to ensure accurate reporting and timely fund changes. You will partner with actuaries, fund managers, and distributors, driving product performance, pricing implications, and regulatory