Manager, Product Solutions

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Scotiabank in Toronto is seeking a Manager, Product Solutions to lead development, execution, and maintenance of product and communications for Scotia Global Asset Management’s portfolio solutions across brands.

You will craft persuasive sales support, coordinate performance updates, and collaborate with Marketing, Compliance, and Sales to deliver client-facing publications and materials, with a focus on advisor engagement and market intelligence.

Qualifications

• Minimum 5 years’ experience within asset management or financial services.
• Enrollment in the CFA or CIM programs is considered a strong asset.
• Strong analytical skills with experience sourcing and distilling market and fund data from multiple sources to deliver timely insights.
• Strong attention to detail with the ability to manage multiple tasks simultaneously.
• Extensive knowledge of the global investment funds business and the positioning of portfolio solutions / managed asset programs.
• Understanding of financial markets and key factors driving performance across major asset classes.
• Strong interpersonal and relationship management skills, both internally and externally.
• Knowledge of NI 81-102 regulatory requirements for sales communications.
• Proficiency in MS Excel, PowerPoint; Bloomberg and Morningstar Direct experience.
• Excellent writing skills with experience producing technical commentary and investor-friendly material.

Responsibilities

• Provide product commentary & insights to support sales and communications across brands.
• Prepare performance data inputs for updates, PM round tables, calls, and roadshows.
• Support Marketing in creating client-facing publications and ensure accuracy of programs.
• Produce and manage fund commentaries and performance reports with PMs, Fund Administration, Compliance, and external partners.
• Collaborate with Sales to create and update materials to drive AUM growth and respond to field inquiries.
• Develop advisor education materials to enhance knowledge of portfolio solutions.
• Conduct market intelligence and competitive analysis for managed asset programs.

Skills

Analytical skills

Attention to detail

MS Excel

PowerPoint

Bloomberg

Morningstar Direct

Investor communications

Relationship management

Regulatory knowledge NI 81-102

Writing skills

Education

CFA/CIM enrollment

Tools

Bloomberg

Morningstar Direct

MS Excel

PowerPoint

Job description

Select how often (in days) to receive an alert:

Select how often (in days) to receive an alert:

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title: Manager, Product Solutions

Requisition ID: 267341

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Manager, Product Solutions is responsible for supporting the development, execution and maintenance of 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.

What you will be doing:

• Product Commentary & Insights: Work with the broader Product Solutions and Multi-Asset Management team to support the development of persuasive, accurate and timely sales support and communication for a range of portfolio solutions across a variety of brands, deliverables and mediums.
• Formulate performance and data inputs for timely product commentary, updates and portfolio manager insights including scheduled updates, portfolio manager round tables, conference calls, PM roadshows, and presentation material.
• Act as a content resource for various Marketing teams in the production of managed-asset program product updates and client-facing publications, ensuring compositional accuracy of programs.
• Produce and project manage regulatory and ongoing fund commentaries, including the Management Reports of Fund Performance on a semi-annual basis or fund commentaries on a quarterly basis, working closely with Portfolio Managers, Fund Administration, Compliance, internal stakeholders, and/or external partners.
• Wholesaler/Advisor Engagement: In collaboration with sales partners, support the creation, maintenance, enhancement, and delivery of support materials for key programs to foster AUM growth. Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
• Advisor Education: Contribute to the development of material that builds, enhances, and sustains advisors knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Client Experience, Marketing and Compliance.
• Market intelligence. Support competitive analysis through data gathering and synthesis on managed asset programs.
• 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 the 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 contribute to an inclusive work environment

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• Minimum 5 years’ experience within asset management or financial services industry.
• Enrollment in the CFA or CIM programs is considered a strong asset.
• Strong analytical skills with experience sourcing and distilling market and fund data from multiple sources to deliver timely insights.
• Strong attention to detail with the ability to manage multiple tasks simultaneously.
• Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions / managed asset programs.
• An understanding of and interest in financial markets and the key factors driving domestic and foreign market performance across major asset classes.
• Strong interpersonal and relationship management skills, both internally and externally
• Knowledge of the regulatory requirements for sales communications (NI 81-102).
• Strong proficiency in MS Excel, PowerPoint and experience using Bloomberg and Morningstar Direct are required.
• Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Job Segment:

Relationship Manager, Marketing Manager, Compliance, CFA, Manager, Customer Service, Marketing, Legal, Finance, Management