Senior Manager, Investment Distribution Management

Scotiabank; Toronto; On-site; CAD 120,000 - 170,000; Full time

Job summary

Scotiabank in Toronto is seeking a Senior Manager, Investment Distribution Management to design and execute strategies to distribute alternative and specialty equity products across intermediary channels, bridging product teams with client engagement.

You will develop sales support materials, analyze performance data, prepare client briefs, collaborate with Retail and Institutional partners, ensure regulatory compliance, and drive AUM growth through effective product communications.

Qualifications

• Undergraduate degree in finance, business, economics or related field.
• 5+ years in asset management or financial services.
• Strong communication skills, written and verbal.
• Ability to work in a fast-paced environment with shifting priorities.
• Analytical and strategic thinker with ability to assess complex products.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Knowledge and use of AI-powered productivity platforms.

Responsibilities

• Provide direct support to the managing teams with the development of persuasive materials for alternative products.
• Formulate performance inputs for timely product commentary and updates.
• Prepare client briefing notes, product summaries and presentation materials.
• Act as a key content resource for Marketing for product updates and client publications.
• Collaborate on ad hoc projects supporting the portfolio management team.
• Coordinate with Retail and Institutional distribution to drive AUM growth.
• Ensure compliance with relevant regulations and internal policies.

Skills

Strong communication

Analytical thinking

Collaborative team player

AI productivity platforms

Education

Undergraduate degree in finance or related field

Tools

Microsoft Office (PowerPoint, Excel)

AI productivity platforms

Job description

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Title: Senior Manager, Investment Distribution Management

Requisition ID: 269837

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

Purpose

The Senior Manager, Investment Distribution Management, is responsible for the design and execution of strategies to distribute alternative and specialty equity products across intermediary channels. This role is responsible for bridging the managing teams of these products with internal and external client engagement, ensuring that the offerings are effectively supported and well positioned.

What you will be doing:

• Provide direct support to the managing teams with the development of persuasive, accurate and timely sales support and communication for a range of alternative and specialty products across multiple brands, deliverables and mediums.
• Formulate performance and data inputs for timely product commentary, positioning updates and portfolio manager insights including scheduled updates, portfolio manager round tables, conference calls and presentation material.
• Prepare client-specific materials such as briefing notes, product summaries and presentation preparation materials.
• Act as a key content resource for various Marketing teams in the production of alternatives and specialty product updates and client-facing publications, ensuring compositional accuracy of programs.
• Participate in ad hoc projects and initiatives supporting the portfolio management team and Investment Distribution Management.
• Collaborate with key partners in Retail and Institutional distribution, to support the creation of and/or edit existing support for key products to support AUM growth.
• Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
• Perform and support competitive analysis through data gathering and synthesis on alternatives and specialty product industry trends. Track the managing teams distribution performance metrics, including sales volumes, client engagement, product communication effectiveness, and channel effectiveness.
• Ensure compliance with all relevant regulations and internal policies.

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

• Undergraduate degree in finance, business, economics or a related field required.
• Progress toward CFA, CIM or an interest in pursuing relevant professional designations is an asset.
• 5+ years of experience in the asset management industry, financial services, or an investment-related role.
• Strong interest in financial markets and investment strategy.
• Strong communication skills (written and verbal).
• Ability to work efficiently in a fast-paced environment with shifting priorities.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks.
• Analytical and strategic thinker with the ability to assess complex products.
• Collaborative and team-oriented, with a proactive and resourceful mindset.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Knowledge and use of AI-powered productivity platforms

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. If you require technical assistance, please click here .

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