Scotiabank

Manager, Product Solutions

Scotiabank • $90K — $120K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 5 years' experience in asset management or financial services
  • Undergraduate degree required
  • Enrollment in CFA or CIM programs is a strong asset
  • Strong analytical skills for sourcing market and fund data
  • Attention to detail with multitasking abilities
  • Extensive knowledge of global investment funds and portfolio solutions
  • Understanding of financial markets and their performance drivers
  • Strong interpersonal and relationship management skills
  • Knowledge of regulatory requirements for sales communications (NI 81-102)
  • Proficient in MS Excel, PowerPoint, and familiar with Bloomberg and Morningstar Direct
  • Excellent writing skills for diverse content production

Responsibilities

  • Develop timely sales support and communication for portfolio solutions
  • Formulate performance and data inputs for product updates
  • Act as a content resource for Marketing teams on fund updates
  • Produce and manage regulatory fund commentaries and reports
  • Support creation and maintenance of materials for AUM growth
  • Contribute to advisor education materials and programs
  • Support competitive analysis through data gathering

Benefits

  • Access to a supportive work environment that champions high performance
  • Opportunities for professional growth and development
  • Inclusion in a team-oriented culture
  • Resources to enhance understanding of financial markets and products
  • Collaboration with seasoned professionals across various functional groups
Full Job Description
Requisition ID: 267341

Purpose

The Manager, Product Solutions is responsible for supporting the development, execution and maintenance of product and communication support for Scotia Global Asset Management's portfolio solutions/managed asset program line up, across assigned proprietary brands that may include ScotiaFunds, Dynamic Funds, Dynamic Private Investment Pools, and Tangerine Investment Funds.

What you will be doing:

  • Product Commentary & Insights: Work with the broader Product Solutions and Multi-Asset Management team to support the development of persuasive, accurate and timely sales support and communication for a range of portfolio solutions across a variety of brands, deliverables and mediums.
  • Formulate performance and data inputs for timely product commentary, updates and portfolio manager insights including scheduled updates, portfolio manager round tables, conference calls, PM roadshows, and presentation material.
  • Act as a content resource for various Marketing teams in the production of managed-asset program product updates and client-facing publications, ensuring compositional accuracy of programs.
  • Produce and project manage regulatory and ongoing fund commentaries, including the Management Reports of Fund Performance on a semi-annual basis or fund commentaries on a quarterly basis, working closely with Portfolio Managers, Fund Administration, Compliance, internal stakeholders, and/or external partners.
  • Wholesaler/Advisor Engagement: In collaboration with sales partners, support the creation, maintenance, enhancement, and delivery of support materials for key programs to foster AUM growth. Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
  • Advisor Education: Contribute to the development of material that builds, enhances, and sustains advisors knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Client Experience, Marketing and Compliance.
  • Market intelligence. Support competitive analysis through data gathering and synthesis on managed asset programs.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of the 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 contribute 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 or financial services industry.
  • Undergraduate degree.
  • Enrollment in the CFA or CIM programs is considered a strong asset.
  • Strong analytical skills with experience sourcing and distilling market and fund data from multiple sources to deliver timely insights.
  • Strong attention to detail with the ability to manage multiple tasks simultaneously.
  • Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions / managed asset programs.
  • An understanding of and interest in financial markets and the key factors driving domestic and foreign market performance across major asset classes.
  • Strong interpersonal and relationship management skills, both internally and externally
  • Knowledge of the regulatory requirements for sales communications (NI 81-102).
  • Strong proficiency in MS Excel, PowerPoint and experience using Bloomberg and Morningstar Direct are required.
  • Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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