Investment Product Manager

Grade: P7

Referral Level: Level 1

Division: MIPR

IGM Financial Inc. is one of Canadas leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financials unique business model based on leading brands and multichannel distribution strategy is Mackenzie Investments founded in 1967. Mackenzie Investments is a holistic assetmanagement partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team you will do some of your best work develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canadas Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning understanding and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada including racialized persons women Indigenous persons persons with disabilities 2SLGBTQIA community gender diverse and neurodiverse individuals as well as all who may contribute to the further diversification of ideas.

The Investment Product Manager will be a contributor in the Product Intelligence Team within Mackenzies Product division. The Product Intelligence Team is responsible for delivering product information and insight to a wide crosssection of stakeholders across the organization. The team is accountable to deliver fund insights marketing collateral competitive intelligence and broad perspective on Mackenzies funds in both business and competitive contexts. The team maintains accountability for information flow on the fund products in market builds and maintains information systems to support that flow and supports Mackenzies product strategy to Product leaders through continuous measurement and analysis of various success metrics. The Investment Product Manager will work on a team as a subject matter expert on products from all asset classes in both Retail and Institutional equity fixed income and balanced and help or lead projects aimed at improving the quality and delivery of information and insights to business stakeholders. Success is achieved by leveraging professional and academic experience in a combination of areas including asset management business analysis market analysis and organizing various technological tools. Naturally hardworking and takes pride in producing excellent work the ideal candidate seeks to build on their market and business acumen seeks continuous improvement and has aptitudes for dynamic problem solving communication and relationship management. Key drivers of success include:

Revenue Growth

• Lead by example on the Product Intelligence Team to improve product information flow to enhance the sales process
• Enhance and support messaging and update relevant content to differentiate Mackenzie products and explain performance
• Develop maintain and improve scalable team processes to make the most of team resources in Product Management cycle
• Raise profile of competitive investment strategies or solutions to the clientfacing organization
• Collaborate with clientfacing colleagues to develop customized client solutions
• Provide insight content and analytics in the completion of highly customized request for proposals (RFPs)
• Provide portfolio updates including attribution analysis to internal partners
• Assist Investment Directors and Senior Investment Director in understanding each channel and developing appropriate product strategy

Product Management

• Collaborate with Investment Directors and Senior Investment Director to create content for presentations to external constituencies
• Competitive Analysis Analyzing assets and flows competitive performance and positioning; communicating throughout the organization
• Articulate points of differentiation for Mackenzie products and strategies in the Institutional and Retail space
• Marketing support Creating content for fact sheets brochures or web content. Developing story lines for fund positioning and providing input on public relations website sales presentations and talking points
• Create new analytical tools and frameworks
• Develop longterm strategic business plans for existing products
• Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
• Develop and communicate expertise on mutual fund and institutional industry trends
• Coordinate with portfolio management sales and marketing to ensure and communicate consistent product positioning and messaging
• Develop proactive insights perspectives product training and support to sales teams

Product Development

• Occasionally contribute to new product development ideas
• Collaborate with product development and portfolio management colleagues to bring new ideas to market
• Create clientfacing enthusiasm for innovative new products

Business Partner

• Client advocate within the organization
• Comprehensive knowledge of investment philosophy process performance and research
• Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
• Understand investment strategies performance and attribution analysis
• Develop deep partner relationships with all Mackenzie functional units

Qualifications

• The ideal candidate will have at least 25 years of relevant experience
• Strong knowledge of capital markets and asset management business
• Skill to manage multiple constituent relationships within the organization
• Excellent interpersonal skills including excellent communication skills and product knowledge
• Must be a selfstarter who is achievementoriented motivated and has proven problemsolving skills in a client service role coupled with creative solutions
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• CFA designation is an asset
• Fluency in French is an asset but not essential

Values and Personal Attributes

• Analytical problem solver
• Ability to build relationships internally with all levels
• Comfort with ambiguity
• Flexible comfort managing multiple complex tasks at once; prioritizing
• Creative entrepreneurial spirit
• Ability to implement not just analyze
• Intellectual rigor
• Teamoriented mindset
• Warm friendly collegial and approachable
• Ability to relate well to all kinds of people
• Energetic leader
• Clientfocused
• High integrity
• Detailoriented
• Accountable

Please visit our career page by clicking on the following link: thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by May 8 2025.

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