Senior Manager, Product Solutions

Scotiabank; Old Toronto; On-site; CAD 80,000 - 140,000; Full time

Job summary

Join a purpose-driven team as a Senior Manager, Product Solutions, where you will play a pivotal role in shaping product strategies for a $50 billion portfolio. This role involves developing insightful product commentary, engaging with advisors, and contributing to a comprehensive content strategy that enhances client understanding of investment solutions. You'll collaborate closely with Portfolio Managers and various teams to drive growth and ensure effective communication. If you are passionate about asset management and possess strong communication and analytical skills, this is an exciting opportunity to make a significant impact in a supportive and inclusive environment.

Qualifications

• 5+ years of experience in asset management, preferably in product management.
• CFA or CIM enrollment is a strong asset.
• Strong communication and analytical skills required.

Responsibilities

• Develop product commentary and insights for portfolio solutions.
• Engage with wholesalers and advisors to foster AUM growth.
• Contribute to advisor education and client communication strategies.

Skills

Asset Management

Investment Communications

Strategic Thinking

Relationship Management

Presentation Skills

Analytical Skills

Technical Writing

Communication Skills

Knowledge of Financial Markets

Proficiency in MS Office

Education

CFA Enrollment

CIM Enrollment

Tools

Morningstar Direct

Job description

Title: Senior Manager, Product Solutions

Requisition ID: 213278

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

Purpose:

The Senior Manager, Product Solutions is responsible for executing a comprehensive strategy to build, enhance, and sustain product and communication support for Scotia Global Asset Management’s $50 billion portfolio solutions lineup. The assigned product shelf spans proprietary brands including ScotiaFunds, Dynamic Funds, and Dynamic Private Pools.

Is this role right for you? In this role you will:

• Product Commentary & Insights: Formulate contextual, accurate, and timely product commentary and portfolio manager insights for a range of portfolio solutions/managed asset programs across a variety of brands, deliverables, and mediums. Working in close partnership with Portfolio Managers, Distribution, Marketing, and Compliance teams, develop content for scheduled updates, portfolio manager roundtables, podcasts, and presentation materials.
• Wholesaler/Advisor Engagement: Working closely with sales distribution, develop new support ideas for key programs that will resonate with target advisor audiences and foster AUM growth. Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
• Market Intelligence: Develop a deep understanding of assigned product assets and flows as well as the competitive environment to prepare regular insights and identify growth opportunities.
• Advisor Education: Contribute to the development of a comprehensive content strategy that builds, enhances and sustains retail advisors' knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Customer Experience, Marketing and Compliance.
• Client Communication: Act as a content resource for various Marketing teams in the production of client-facing publications and campaigns, ensuring competitive positioning and compositional accuracy of programs.
• Working closely with Portfolio Managers, Product Development, Marketing and Scotia Global Asset Management Distribution partners, formulate product and communication support for assigned managed asset programs for a variety of audiences.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of his/her 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 contributes 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 industry, preferably in a product management or investment communications role.
• Enrollment in the CFA or CIM programs is considered a strong asset.
• Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions.
• Persuasive verbal and written communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively.
• Strong strategic thinking and results-focused competencies.
• Strong relationship management skills, both internally and externally.
• Strong presentation and marketing skills.
• Strong knowledge of investment products and experience working with Portfolio Managers and Sales teams.
• Working knowledge of modern portfolio theory and portfolio construction techniques.
• An understanding of financial markets and the key factors driving domestic and foreign market performance across major asset classes.
• Analytical background with experience sourcing and distilling fund data from multiple sources to deliver timely insights.
• Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.
• Knowledge of the regulatory requirements for sales communications.
• Self-starter with proven ability to work independently with minimal supervision.
• Technical writing skills and the ability to work under tight timelines.
• Proficiency in MS Office and experienced using Morningstar Direct.

Location(s): Canada : Ontario : Toronto

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. 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.