Manager, Product Strategy and Research

Refferal: Level 1

Location: Toronto

Department:Product & Solutions (Product Strategy Research & Oversight - PSRO)

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments founded in 1967 is a key part of IGMs business model serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.We are proud to be recognized as one of Canadas Top 100 Employers for the fourth consecutive yearsand one of Canadas Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment where you spend three days a week in the office connecting collaborating and enjoying quality time with your amazing colleagues!Our Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

The Opportunity

An exciting and unique opportunity exists for a Manager to join the Product Strategy Research & Oversight (PSRO) Team the strategic hub for Mackenzie Investments product shelf. Our teams mission is to be the engine that makes and informs the hard choices that will drive the firms growth ensuring our product lineup is profitable high-quality aligned with market opportunities and most importantly focused on meeting the needs of investors and advisors.

As a Manager you will be a key contributor to ourStrategy & Researchpillar conducting the deep analysis that answers the question Where should we compete and how can we win You will integrate insights from ourGovernance & Oversightpillar which monitors the performance and health of our products to ensure your strategic recommendations are grounded in a complete and evidence-based view of our business. This is a high-visibility role for a curious and analytical individual who wants to have a direct impact on business outcomes.

Product Strategy & Research

• Market & Competitor Analysis:Conduct in-depth research and analysis of industry assets flows competitive performance and positioning and then communicating key findings throughout the organization.
• Thematic Research:Lead research deep-dives on specific strategic topics (e.g. retirement income ESG private markets) to establish a forward-looking perspective for the firm.
• Develop Strategic Recommendations:Create detailed business cases and investment proposals for new product ideas. Your work will provide the analytical rigor and commercial rationale required to advance concepts into the formal development pipeline.
• Identify Differentiation:Use your analysis to identify and articulate the unique capabilities and points of differentiation for Mackenzies products and strategies forming the basis for our strategic positioning.
• Create Analytical Frameworks:Create new analytical tools and frameworks to understand and evaluate the commercial viability and strategic fit of potential investment products.

Business Partner

• Data Synthesis & Storytelling:Transform complex data and research findings into clear compelling presentations and narratives for senior leadership.
• Integrate Performance Insights:Synthesize findings from our product oversight function to ensure that new strategic initiatives are informed by the performance risks and opportunities within our current product set.
• Provide Strategic Insight for RFPs:Serve as a subject matter expert by providing the core insights market context and analytics required for the completion of highly customized client Requests for Proposal (RFPs).
• Collaborate Across Functions: Develop deep partner relationships within the PSRO Team and across Product Innovation & Development Product Solutions Sales and Marketing to share insights vet ideas and support the end-to-end product lifecycle.

What you will bring

• Education:An undergraduate degree in Business Economics Finance or a related field. We particularly value candidates who demonstrate a multidisciplinary approach to problem-solving with experience integrating concepts from various fields to form a comprehensive view.
• Experience:3-5 years of relevant experience in asset management investment consulting product research or a strategic analysis role within financial services.
• Quantitative & Data Expertise:You have strong hands-on quantitative skills and a proven ability to work with large financial datasets to build models and extract meaningful insights. High proficiency in Excel is essential and experience with data platforms like Morningstar FactSet and/or Bloomberg as well as visualization tools like Tableau is a significant asset.
• Investment & Market Knowledge:Strong capital market knowledge combined with the ability to interpret and communicate the impacts of market trends on investment strategy. Comprehensive knowledge of investment philosophy and process is essential.
• Communication Skills:Demonstrated persuasive writing and presentation ability including the skill to communicate complex topics effectively to technical and non-technical audiences alike.
• Business Acumen:A strategic thinker with the ability to gain insight from business results and articulate the best courses of action.
• Self-Starter:Must be a motivated achievement-oriented self-starter with proven problem-solving skills and the ability to manage multiple complex tasks simultaneously.
• Designation:CFA designation or significant progress towards it is highly preferred.
• French language skills are valued.

Values and Personal Attributes

• You are ananalytical and strategic thinkerwith strongintellectual rigorandattention to detail.
• You have a naturalcuriosity a creative andentrepreneurial spirit and theability to implementideas not just analyze them.
• You are ateam-orientedandapproachablecolleague with the ability tobuild relationshipsinternally with all levels.
• You havecomfort with ambiguityand areflexiblein managing multiple often complex tasks at once.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe 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.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment experience.If you require 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.

How to Apply:Interested candidates are invited tosubmittheir resume and a cover letter detailing their qualifications and experience to thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

The expected annual base salary range for this role is (82000 - 99000) which is determined based on skills knowledge and experience and geographic addition to base salary this role is eligible for annual short-term incentive health and well-being benefits retirement and savings plan paid time off and career development.

Please apply by April 20 2026.

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