Director, Product Strategy and Research

Referral: Level 2

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 exceptional opportunity exists for a Director to join the Product Strategy Research & Oversight (PSRO) Team the strategic hub for Mackenzie Investments product shelf. We are seeking an advanced strategic thinker to shape the firms most critical decisions. This is not a typical strategy role. You will be the architect of the firms core strategic thinking responsible for generating decisive insights on command and exploring the future of our business beyond its current boundaries.

This is a senior advanced individual contributor role for a leader who can navigate ambiguity serve as a trusted advisor to senior leadership and multiply their impact by directing the work of other team members. Reporting to the VP Product Strategy Research and Oversight you will be behind our most complex and impactful work.

Own the Firms Central Knowledge Base & Research Agenda

• You will be the central owner of the firms company research capability developing a deep fact-based understanding of Mackenzies internal strategy cost structure and competitive positioning. You will integrate this with insights across four other key domains: financial markets the industry landscape client needs and our business drivers.
• Your primary responsibilities will be to:
• • Synthesize insights from these five domains to build and maintain the firms core knowledge basethe single source of truth that powers our strategic decisions.
  • Set the firms thematic research agenda translating insights into structured hypotheses and actionable research projects.
  • Direct and guide other team members in executing strategic analyses elevating the teams intellectual rigor and overall capabilities.

Shape Advocate and Evangelize Strategy

• • You will be the primary voice and advocate for our strategy across the organization. This goes beyond analysis to active translation and implementation. You will:
  • Translate high-level strategy into clear actionable direction for our product sales and marketing organizations.
  • Develop and champion strategic frameworks such as client segmentation models and empower the sales team to leverage them effectively.
  • Act as the internal voice of strategy representing the teams perspective in senior-level forums and ensuring our work is deeply integrated across the firm.

Drive Exploration into Adjacent Business Opportunities

• A core expectation of this role is to think beyond our current business model. You will be charged with answering the question: What could Mackenzie be beyond a traditional funds business You will:
• Lead research and evaluation of non-fund and non-core business opportunities.
• Develop business cases and strategic frameworks to assess new market entry strategies and revenue sources.
• Provide leadership with structured data-driven recommendations on where the firm should compete and how it can evolve in the long term.

What Success Looks Like

• You have developed a clear opinionated and defensible point of view on where Mackenzie wins and loses in the market.
• The research agenda you drive is directly tied to the firms most critical business decisions.
• The strategies you develop and advocate for are actively adopted and used by sales product and leadership.
• You have identified and presented at least one to two credible well-researched adjacency opportunities for the firm to consider.

Who You Are

• You are a proven strategic thinkerbut your talent lies in generating high-quality insighton demand. You dont just ideate; you consistently frame ambiguous problems develop structured hypotheses and arrive at actionable defensible recommendations in a repeatable way.
• You have 7-10 years of progressive experiencein a strategy function withinasset management management consulting (with a clear focus on thefinancial services/asset management sector) or a related business strategy role.
• Critically you possess deep investment and financial markets acumenwith a nuanced understanding of capital markets investment theory and the competitive asset management landscape. A CFA designation is strongly preferred. An MBA or other advanced business degree is highly desirable.
• You move seamlessly from abstract analysis to concrete commercially-driven have a track record of creating tangible business value and bringing the client perspective to strategic thinking.
• You are a leader who elevates have a proven ability to lead through influence mentor colleagues and elevate the capabilities of those around you without formal reporting lines.
• You have executive ability to synthesize complexity into crisp compelling narratives is exceptional. You command respect and communicate with poise judgment and gravitas.

The expected annual base salary range for this role is (128500 - 155500) 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.

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 Intelligence in Recruitment:As part of our Talent Acquisition process we may use artificial intelligence and automated tools to support activities such as candidate sourcing application review and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Please apply by May 11 2026.

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