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 and strategic opportunity exists for a Director 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 Director you will be a leader on the team and the mind behind much of our most complex and impactful work. You are a seasoned strategic thinker who will be responsible for owning our research agenda and serving as an advanced individual contributor on high-priority strategic questions. While not a direct people manager you will be a recognized mentor and an indirect leader directing the work of other team members and elevating the teams capabilities through your deep expertise and influence. Reporting to the VP Product Strategy Research and Oversight this is a leadership role for an individual who can navigate ambiguity shape the firms strategic direction and serve as a trusted advisor to the VP.

Product Strategy & Research

• Own the Thematic Research Agenda:In partnership with the VP set and own the firms thematic research agenda identifying the key long-term trends and disruptive forces that will shape our future where to play and how to win investment theses.
• Drive Product Lifecyle Optimization: Lead the design and execution of a proactive product lifecycle framework and a formal Product Intervention playbook. Drive strategic interventions including mandate modernizations and structural pivots to ensure the product shelf remains highly competitive and continues to meet the needs of investors and advisors.
• Lead Strategic Analyses:Personally lead the most complex strategic projects from assessing new market entry strategies to evaluating new sources of revenue or value-add services.
• Drive Strategic Recommendations:Drive the development of business cases and strategic frameworks that define attractive market spaces for the firm. While our team defines the strategic direction you will partner closely with Product Innovation & Development to inform the development of specific solutions.
• Champion a Culture of Differentiation:Drive a continuous focus on identifying and leveraging Mackenzies unique capabilities ensuring our strategic choices amplify our competitive advantages.
• Innovate Analytical Frameworks: Design and institutionalize new analytical models and frameworks to elevate the quality consistency and intellectual rigor of the teams strategic evaluations.

Business Partner & Team Leadership

• Serve as a Senior Advisor:Act as a thought partner to the VP and other senior leaders translating complex research into clear concise and actionable strategic counsel.
• Collaborate across the PSRO Team: Partner seamlessly with Governance & Oversight and Technology Data Infrastructure & Reporting colleagues to produce high-quality synthesized recommendations.
• Mentor & Develop Talent:As a subject matter expert mentor and develop other team members. You will be responsible for guiding their work providing expert feedback and elevating the teams overall capabilities through your influence.
• Lead Senior Stakeholder Engagement:Own and manage relationships with senior partners in Product Innovation & Development Sales and Marketing ensuring the PSRO Teams work is deeply integrated across the firm.
• Represent the PSRO Function:Represent the teams perspective and insights in senior-level forums and on critical cross-functional working groups.

What you will bring

• Education:An undergraduate degree in Business Economics Finance or a related field is required. An MBA or other advanced degree is highly desirable.
• Experience:7-10 years of progressive experience in a strategy function within asset management management consulting (with a focus on financial services) or corporate development.
• Integrated Decision-Making:Proven ability to synthesize detailed quantitative analysis with nuanced qualitative insights and logical frameworks to support complex high-stakes decision-making.
• Strategic & Commercial Mindset:Proven ability to move from abstract analysis to concrete commercially-driven strategic recommendations that have created tangible business value. You have experience bringing the client perspective to strategic thinking.
• Investment & Market Acumen:Deep nuanced understanding of capital markets investment theory and the asset management landscape. You are seen as a subject matter expert.
• Executive Communication:Exceptional ability to synthesize complex information into crisp compelling narratives for an executive-level audience. You have poise judgment and gravitas.
• Influence and Mentorship:You have a track record of leading through influence mentoring colleagues and elevating the capabilities of those around you without formal reporting lines.
• Designation: CFA designation is strongly preferred.

Values and Personal Attributes

• You are a provenanalytical and strategic leaderknown for yourintellectual horsepowerand ability to solve ambiguous complex problems.
• You are skilled atinfluencing senior stakeholdersand have a track record of building strong collaborativerelationships.
• You are adeveloper of people with a natural inclination to coach mentor and multiply your impact through others.
• You areaccountable and results-oriented with anentrepreneurial spiritand a bias for action.
• You are acollegial and highly respectedteam member who embodies the firms values of integrity and client-centricity.

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

Please apply by April 20 2026.

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