Senior Manager, Product Solutions

 
 
Requisition ID: #
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
 
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 almost $50 billion portfolio solutions/managed asset program line up, across assigned proprietary brands that include 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
-Undergraduate degree
-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 time lines.
-Proficiency in MS Office and experienced using Morningstar Direct.
Location(s):  Canada : Ontario : Toronto
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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.