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Senior Manager, Investment Distribution Management

  • Toronto, ON, M5H 0B4, Canada

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Job details

Experience
5+ years of experience in the asset management industry, financial services, or an investment-related role.
Posting language
English
Posted

Original job description

Requisition ID: 269837

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Senior Manager, Investment Distribution Management, is responsible for the design and execution of strategies to distribute alternative and specialty equity products across intermediary channels. This role is responsible for bridging the managing teams of these products with internal and external client engagement, ensuring that the offerings are effectively supported and well positioned.

What you will be doing:

Product Support & Insights:

  • Provide direct support to the managing teams with the development of persuasive, accurate and timely sales support and communication for a range of alternative and specialty products across multiple brands, deliverables and mediums. 
  • Formulate performance and data inputs for timely product commentary, positioning updates and portfolio manager insights including scheduled updates, portfolio manager round tables, conference calls and presentation material.
  • Prepare client-specific materials such as briefing notes, product summaries and presentation preparation materials.
  • Act as a key content resource for various Marketing teams in the production of alternatives and specialty product updates and client-facing publications, ensuring compositional accuracy of programs.
  • Participate in ad hoc projects and initiatives supporting the portfolio management team and Investment Distribution Management.

Sales Enablement & Relationship Management

  • Collaborate with key partners in Retail and Institutional distribution, to support the creation of and/or edit existing support for key products to support AUM growth. 
  • Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.

Market Intelligence

  • Perform and support competitive analysis through data gathering and synthesis on alternatives and specialty product industry trends.Track the managing teams distribution performance metrics, including sales volumes, client engagement, product communication effectiveness, and channel effectiveness.
  • Ensure compliance with all relevant regulations and internal policies.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

  • Undergraduate degree in finance, business, economics or a related field required.
  • Progress toward CFA, CIM or an interest in pursuing relevant professional designations is an asset.
  • 5+ years of experience in the asset management industry, financial services, or an investment-related role.
  • Strong interest in financial markets and investment strategy.
  • Strong communication skills (written and verbal).
  • Ability to work efficiently in a fast-paced environment with shifting priorities.
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks.
  • Analytical and strategic thinker with the ability to assess complex products.
  • Collaborative and team-oriented, with a proactive and resourceful mindset.
  • Proficiency in Microsoft Office, particularly PowerPoint and Excel.
  • Knowledge and use of AI-powered productivity platforms

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

More about this job

Responsibilities

The Senior Manager is responsible for designing and executing distribution strategies for alternative and specialty equity products across intermediary channels. They will also provide direct support to managing teams through sales communication, performance insights, and competitive market analysis.

Requirements

Candidates must have an undergraduate degree in finance, business, or economics and at least 5 years of experience in the asset management or financial services industry. Strong analytical, communication, and organizational skills are required, along with proficiency in Microsoft Office and AI productivity tools.

Skills

  • Investment strategy
  • Financial analysis
  • Product management
  • Relationship management
  • Sales enablement
  • Market intelligence
  • Competitive analysis
  • Communication skills
  • Presentation skills
  • Data synthesis
  • Portfolio management
  • Microsoft PowerPoint
  • Microsoft Excel
  • AI-powered productivity platforms
  • Strategic thinking
  • Organizational skills

Visa sponsorship

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Categories

  • Finance & Accounting
  • Management & Leadership
  • Sales
  • Marketing
  • Consulting

Keywords

  • Investment Distribution
  • Alternative Products
  • Specialty Equity
  • Asset Management
  • Financial Services
  • Sales Support
  • Portfolio Management
  • Market Intelligence
  • Competitive Analysis
  • AUM Growth
  • Client Engagement
  • Investment Strategy
  • Financial Markets
  • CFA
  • CIM
  • Microsoft Office
  • PowerPoint
  • Excel
  • AI-powered productivity platforms
  • Strategic Thinking
  • Relationship Management
  • Institutional Distribution
  • Retail Distribution
  • Product Commentary
  • Compliance

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