Product Manager, Investment Product Management

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

Product Manager, Investment Product Management

LP Toronto, ON, CA

2 days ago Requisition ID: 1589

About Us

Let us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

This position is an existing vacancy

As Product Manager, Investment Product Management, you will be responsible for the lifecycle management and operational oversight of the retail mutual funds offered through ivari’s segregated fund and Universal Life product portfolios. You will monitor product performance, lead fund changes, support regulatory and contractual obligations, and coordinate with internal teams and third‑party service providers to maintain accurate, compliant, and sustainable investment offerings. You also will as a subject‑matter expert and primary contact for investment‑product matters involving internal stakeholders, third‑party mutual fund partners, service providers, and regulatory requirements.

Key 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

What we are looking for…

• 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 applicable insurance, securities, privacy, and market‑conduct requirements, including relevant 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

What we pay…

$79,000 - $108,000

What's in it for you

At ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…

• Competitive compensation and annual bonus opportunity
• Comprehensive health and dental benefits [for you and your family]
• Pension and employee savings plans with company matching contributions
• Hybrid work arrangement with dedicated in‑office collaboration days
• Competitive vacation and paid time‑off programs
• Professional development and continuous learning opportunities
• Collaborative culture where individual contributions have visible impact
• Wellness programs supporting physical and mental health

Who you are…

Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…

• Bringing clarity and focus to your work
• Taking ownership and doing what you say you will
• Remaining flexible
• Collaborating with others

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email [e-mail] .

About Us

Let us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

This position is an existing vacancy

As Product Manager, Investment Product Management, you will be responsible for the lifecycle management and operational oversight of the retail mutual funds offered through ivari’s segregated fund and Universal Life product portfolios. You will monitor product performance, lead fund changes, support regulatory and contractual obligations, and coordinate with internal teams and third‑party service providers to maintain accurate, compliant, and sustainable investment offerings. You also will as a subject‑matter expert and primary contact for investment‑product matters involving internal stakeholders, third‑party mutual fund partners, service providers, and regulatory requirements.

Key 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 stakeholdersProvide 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

What we are looking for…

• 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 applicable insurance, securities, privacy, and market‑conduct requirements, including relevant 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

What we pay…

$79,000 - $108,000

What's in it for you

At ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…

• Competitive compensation and annual bonus opportunity
• Comprehensive health and dental benefits [for you and your family]
• Pension and employee savings plans with company matching contributions
• Hybrid work arrangement with dedicated in‑office collaboration days
• Competitive vacation and paid time‑off programs
• Professional development and continuous learning opportunities
• Collaborative culture where individual contributions have visible impact
• Wellness programs supporting physical and mental health

Who you are…

Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…

• Bringing clarity and focus to your work
• Taking ownership and doing what you say you will
• Remaining flexible
• Collaborating with others

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

To apply, please email your resume to: [e-mail]

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email [e-mail] .

** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants**