Scotiabank

Senior Manager, Product Solutions

Scotiabank$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years of experience in asset management, preferably in product management or investment communications
  • Enrollment in CFA or CIM programs is a strong asset
  • Extensive knowledge of global investment funds and portfolio solutions
  • Undergraduate degree required
  • Persuasive communication skills to build credibility with colleagues and clients
  • Strong relationship management and strategic thinking abilities

Responsibilities

  • Formulate timely product commentary and insights by collaborating with Portfolio Managers and other teams
  • Develop support ideas for wholesalers to enhance advisor engagement and drive AUM growth
  • Contribute to a comprehensive content strategy to enhance retail advisors' knowledge of portfolio solutions
  • Prepare competitive insights and analysis on products for various audiences
  • Act as a content resource for Marketing teams on client-facing publications and campaigns
  • Ensure adherence to operational risk management and regulatory compliance practices
  • Foster a high-performance and inclusive work environment

Benefits

  • Collaborative and supportive team environment
  • Opportunities for professional development and advancement
  • Engagement with industry professionals and thought leaders
  • Chance to influence key product communication strategies
  • Access to a wide range of resources and tools to support work
Full Job Description
Requisition ID: 264820

Purpose:

Executes a comprehensive strategy to build, enhance, and sustain 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.

Is this role right for you? In this role, you will:

  • Product Commentary & Insights: Formulate contextual, accurate and timely product commentary and portfolio manager insights for a range of portfolio solutions/managed asset programs, working in close partnership with Portfolio Managers, Distribution teams, Marketing and Compliance teams. This will extend across a variety of brands, deliverables and mediums, including scheduled updates and regulatory communication, portfolio manager round tables, conference calls and presentation material.
  • Wholesaler/Advisor Engagement: Working closely with wholesalers, develop new support ideas for key programs that will resonate with target advisor audiences and 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 a comprehensive content strategy that builds, enhances and sustains retail advisors' knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Customer Experience, Marketing and Compliance.
  • Market intelligence. Prepare regular competitive insights and analysis on assigned products for a variety of audiences.
    Client communication. Act as a content resource for various Marketing teams in the production of client-facing publications and campaigns, ensuring competitive positioning and compositional accuracy of programs.
  • Working closely with Portfolio Managers, Product Development, Marketing and Scotia Global Asset Management Distribution partners, formulate product and communication support for assigned managed asset programs for a variety of audiences.
  • 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 their 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 contributes 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 industry, preferably in a product management or investment communications role.
  • Enrollment in the CFA or CIM programs is considered a strong asset.
  • Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions
  • Undergraduate degree
  • Persuasive verbal and written communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively
  • Strong strategic thinking and results-focused competencies
  • Strong relationship management skills, both internally and externally
  • Strong presentation and marketing skills
  • Strong knowledge of investment products and experience working with Portfolio Managers and Sales teams.
  • Working knowledge of modern portfolio theory and portfolio construction techniques.
  • An understanding of financial markets and the key factors driving domestic and foreign market performance across major asset classes.
  • Analytical background with experience sourcing and distilling fund data from multiple sources to deliver timely insights.
  • Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.
  • Knowledge of the regulatory requirements for sales communications.
  • Self-starter with proven ability to work independently with minimal supervision.
  • Technical writing skills and the ability to work under tight time lines.
  • Proficiency in MS Office and experienced using Morningstar Direct.


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
5 Year Trend
+7%
NASDAQ

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