Job Summary: 

• Evaluate investment strategy performance using market conditions, industry trends, and Fidelity customer behavior.
• Communicate performance insights clearly to support strategic understanding.
• Collaborate on strategic product initiatives by providing data-driven analysis.
• Analyze client demand for Fidelity strategies relative to competitor offerings.
• Assess how market changes shape client interest across products.
• Study competitor activity to identify potential product ideas.
• Review competitive positioning to find differentiation opportunities.
• Develop selling strategies informed by competitive and market insights.
• Participate in cross-team projects to support broader strategic goals.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Market Research (Hard Skills)
• Competitive Analysis (Hard Skills)
• Strategic Thinking (Soft Skills)
• Clear Communication (Soft Skills)
• Cross-Team Collaboration (Soft Skills)
• Customer Insights (Hard Skills)
• Product Strategy (Hard Skills)

Job Summary: 

• Understand customer needs and industry trends, plan the crypto investment product strategy and roadmap.
• Manage the prioritisation and delivery of new investment products in different markets.
• Transform business requirements into feasible product offerings and priorities.
• Lead project management with a focus on resource and timeline management.
• Establish clear milestones with visible progress regularly, emphasizing quick iterations.
• Balance business impact, technical feasibility, user experience, and implementation schedules.
• Analyze product performance data to identify areas for improvement.
• Collect user feedback to optimise user experience.
• Continuously refine processes to ensure efficient and effective product delivery.

Skills on Resume: 

• Customer Insights (Hard Skills)
• Market Trend Analysis (Hard Skills)
• Product Strategy (Hard Skills)
• Project Management (Soft Skills)
• Requirements Analysis (Hard Skills)
• Milestone Planning (Soft Skills)
• Performance Analysis (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Manage the investment product offering by identifying opportunities for innovation and development.
• Execute on these opportunities by delivering and commercializing new products and enhancements.
• Evaluate the existing product set to determine which offerings require future investment.
• Identify growth, digitization, and capability-building priorities across the product lineup.
• Determine which non-strategic products should be rationalized based on current business needs.
• Deliver on both growth initiatives and rationalization efforts to strengthen the platform.
• Play an instrumental role in major business initiatives, including the integration of a merged commercial banking business.
• Support the organization through the LIBOR transition by coordinating key product impacts.
• Work closely with the investment desk and interact directly with clients.
• Manage day-to-day strategy and deal flow for the Investments Portfolio and the Collateralized Deposits Portfolio.
• Make pricing decisions and interface directly with customers.
• Maintain analytical models to support decision-making and portfolio management.

Skills on Resume: 

• Product Innovation (Hard Skills)
• Product Evaluation (Hard Skills)
• Growth Prioritization (Hard Skills)
• Portfolio Management (Hard Skills)
• Client Interaction (Soft Skills)
• Pricing Decisions (Hard Skills)
• Analytical Modeling (Hard Skills)
• Cross-Team Collaboration (Soft Skills)

Job Summary: 

• Develop and maintain investment products-related policies.
• Act as the owner of product governance internal regulations under MiFID II and coordinate investment products governance-related bodies.
• Contribute to the implementation of SFDR-related internal regulations and other ESG arrangements for investment products.
• Act as the project manager for inquiries from local regulators.
• Follow market practice in the investment regulations area and develop ideas for improving internal processes.
• Proactively plan, deliver, and follow up on personal tasks on time and according to set quality standards, budget, and organizational values.
• Contribute to team and company performance through effective collaboration and by acting with energy, enthusiasm, and commitment.
• Take responsibility for professional self-development.
• Contribute to individual and team performance improvement through constructive feedback and relevant suggestions.
• Ensure consistent adherence to regulatory expectations while supporting continuous improvement across investment product governance.

Skills on Resume: 

• Policy Development (Hard Skills)
• Product Governance (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Project Management (Soft Skills)
• Process Improvement (Hard Skills)
• Effective Collaboration (Soft Skills)
• Self-Development (Soft Skills)
• Constructive Feedback (Soft Skills)

Job Summary: 

• Own the investment and payment domain and set the vision and direction for the teams.
• Work closely with internal and external stakeholders to align on strategic goals.
• Identify real customer problems and think big to develop impactful solutions.
• Create buy-in for the product vision across internal groups and key external partners.
• Scope and prioritise activities based on business objectives and customer needs.
• Evaluate impact carefully to ensure focus on the highest-value initiatives.
• Act as a product evangelist to build awareness and understanding of the vision.
• Represent the company by visiting customers to gather feedback on products and services.
• Collaborate with product, proposition, project, UX, and engineering teams to deliver on objectives.
• Ensure all teams remain aligned and equipped to execute the product vision effectively.

Skills on Resume: 

• Product Vision (Soft Skills)
• Stakeholder Alignment (Soft Skills)
• Customer Insights (Hard Skills)
• Solution Development (Hard Skills)
• Activity Prioritisation (Hard Skills)
• Impact Evaluation (Hard Skills)
• Product Evangelism (Soft Skills)
• Cross-Team Collaboration (Soft Skills)

Job Summary: 

• Manage the design and strategy of technology initiatives for the business and clients.
• Perform due diligence and brainstorm new ideas for initiatives.
• Assist with scoping and assessing the viability of initiatives, prioritize initiatives against scarce resources, and manage the alignment of initiatives across regional and global forums.
• Lead initiatives from research to implementation, support resolving and escalating issues to accelerate initiative delivery, and own stakeholder engagement and awareness.
• Guide future technology needs by building market-leading solutions for clients, and ensure that system stability and platform continuity are maintained.
• Focus on scaling the business across the three main pillars of trading, operations, and technology as part of a significant multi-year integration into a broader ecosystem.
• Collaborate with internal partners to ensure initiatives are executed effectively and efficiently.
• Continuously assess opportunities to enhance technology capabilities and drive long-term strategic growth.

Skills on Resume: 

• Technology Strategy (Hard Skills)
• Due Diligence (Hard Skills)
• Initiative Prioritisation (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Project Leadership (Soft Skills)
• Solution Development (Hard Skills)
• Systems Stability (Hard Skills)
• Cross-Team Collaboration (Soft Skills)

Job Summary: 

• Engage in regular research and reading to stay apprised about the world, especially Asia, global financial markets, and general current events.
• Maintain current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, blockchain, and trusts.
• Work closely with investment analysts to assess financial information and investment opportunities.
• Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
• Use complex financial models to project future earnings and profit potential, and use this data to inform decisions and proposals.
• Acquire and manage high-net-worth clients with high efficiency.
• Provide financial solutions to clients to meet their objectives.
• Promote and sell a wide range of wealth products to clients.
• Monitor and assess the activities of competitors to proactively satisfy and retain clients.
• Continuously refine approaches to client engagement to strengthen long-term relationships.

Skills on Resume: 

• Market Research (Hard Skills)
• Financial Products Knowledge (Hard Skills)
• Investment Analysis (Hard Skills)
• Client Presentation (Soft Skills)
• Financial Modeling (Hard Skills)
• Client Acquisition (Soft Skills)
• Financial Solutions (Hard Skills)
• Competitor Monitoring (Hard Skills)

Job Summary: 

• Manage daily product operations, including onboarding, monitoring, dealing, and reporting on the full range of investment products for customers.
• Ensure full compliance with regulatory requirements and internal policies.
• Ensure end-to-end product readiness and robustness for product sales.
• Manage internal relationships with key enablement partners and stakeholders.
• Manage relationships with major counterparties and product providers.
• Support the development and testing of systems and post-transaction reporting systems.
• Work with team members to ensure adequate dealing coverage at all times.
• Support the team in meeting their annual sales and financial targets.
• Package market ideas with inputs from research, industry intelligence, and market trends.
• Provide relationship managers and investment counselors with trading ideas, market information, and sales tools in both English and Traditional Chinese.
• Drive investment themes and product focus, giving color and depth to the frontline with actionable ideas to navigate the markets.
• Provide solutions for ad-hoc requests from relationship managers and investment counselors.
• Educate relationship managers and investment counselors on investment products, especially funds and structured products.
• Be a recognized authority in funds and structured products.

Skills on Resume: 

• Product Operations (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Stakeholder Management (Soft Skills)
• Counterparty Management (Soft Skills)
• System Testing (Hard Skills)
• Market Insights (Hard Skills)
• Sales Support (Soft Skills)
• Product Expertise (Hard Skills)

Job Summary: 

• Maintain a deep awareness of mutual fund products, their key competitors, and industry trends.
• Work closely with sub advisors to represent the views of the funds and firms with wealth distribution partners.
• Leverage technical expertise to filter relevant information into credible and impactful messages that help educate and build confidence in the fixed income mutual fund product line-up.
• Originate innovative ideas and create content and collateral for advisor materials and communications.
• Support wealth distribution partners with targeted product and market information to ensure stakeholders are well-informed and capable of relaying critical product information to advisors.
• Provide data support for messaging and content in materials to differentiate mutual funds and explain drivers of performance.
• Be responsible for the analysis of competitive performance and positioning for assigned strategies.
• Actively participate in quarterly investment manager due diligence calls.
• Respond to product and data requests from internal partners, including wealth distribution.
• Ensure reporting accuracy and data integrity by researching and resolving discrepancies.
• Create quarterly and monthly reports for mutual funds.
• Collaborate with the Director, Product Management, and other Investment Product Managers to create content for presentations.
• Create and deliver presentations to an internal audience.
• Responsible for annual and semi-annual MRFP commentary.

Skills on Resume: 

• Mutual Fund Knowledge (Hard Skills)
• Competitive Analysis (Hard Skills)
• Technical Communication (Soft Skills)
• Content Creation (Hard Skills)
• Market Information Support (Hard Skills)
• Data Integrity (Hard Skills)
• Performance Reporting (Hard Skills)
• Presentation Delivery (Soft Skills)

Job Summary: 

• Lead the design and development of new funds, ensuring product initiatives follow the appropriate product governance processes and associated approvals are obtained.
• Partner with investment and distribution teams to define the investment strategy, fund requirements, and features such as securities lending, collateral models, distribution models, share class features, and fee structures.
• Lead changes to existing funds, ensuring existing products remain current, appropriate, and compliant for clients.
• Provide technical expertise and advise the business regarding fund structures and processes.
• Serve as the owner of all fund documentation, including M&A, Prospectus, Supplement wording, KIIDs, RMP, Fund Profiles, and Sub-IM IMA’s.
• Ensure optimal management of funds on an ongoing basis.
• Present fund initiatives to internal governance forums or fund boards.
• Monitor regulatory impacts on funds and determine appropriate actions.
• Set investment guidelines with Sub-IMs and perform post-trade compliance monitoring at the fund level.
• Provide first-line risk and control for fund management activities.
• Liaise with legal counsel and other stakeholders on fund matters.
• Develop and maintain market and segment expertise to assist decision-making and execution.

Skills on Resume: 

• Fund Design (Hard Skills)
• Investment Strategy (Hard Skills)
• Product Compliance (Hard Skills)
• Technical Expertise (Hard Skills)
• Documentation Management (Hard Skills)
• Governance Presentation (Soft Skills)
• Regulatory Monitoring (Hard Skills)
• Risk Control (Hard Skills)

Job Summary: 

• Play a key role in developing and delivering product messaging.
• Advise internal and external business partners and directly engage with the Investment Directors and Investment Groups to foster understanding of investment strategies and with distribution partners to best articulate positioning within the marketplace.
• Develop a deep understanding of and act as the lead Investment Product Manager subject matter expert for a given set of multi-asset investment strategies.
• Work in close collaboration with Investment Directors, who serve as client-facing Portfolio Managers.
• Act as the primary resource to clients and various internal groups regarding product and investment strategy inquiries.
• Participate in projects related to product development, product messaging, and product growth.
• Help design and articulate new strategies, recommend content frameworks across strategies, and provide analytical support and positioning for products and solutions.
• Ensure that information regarding investment strategies is accurately represented in client-facing material by reviewing and authoring content.
• Perform original research concerning a designated set of strategies, which entails data sourcing, analysis of data, and effective articulation of insights and conclusions.
• Provide written insights for both internal and external audiences.
• Utilize industry publications, industry databases, internal proprietary databases, and additional internal resources in research.
• Ensure consistency and clarity of messaging across all materials and communications.

Skills on Resume: 

• Product Messaging (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Strategy Expertise (Hard Skills)
• Client Support (Soft Skills)
• Analytical Research (Hard Skills)
• Content Development (Hard Skills)
• Data Analysis (Hard Skills)
• Communication Clarity (Soft Skills)

Job Summary: 

• Own the development and lifecycle management, including enhancements, extensions, and rationalization of direct index strategies.
• Develop committee proposals for new investment products as well as for enhancements, extensions, and rationalization of existing products.
• Lead investment product development and cross-functional launch efforts by following the product launch playbook.
• Develop investment product positioning content and work with internal parties to ensure representation of the direct index strategies is accurate and compelling.
• Answer product inquiries and assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence.
• Identify resources and collect information to research and analyze all aspects of competitor products, peer performance, and the competitive industry landscape, and then use that intelligence to support messaging.
• Proactively identify product innovation and existing product positioning opportunities based on industry trends, the current market environment, and competitive advantages to meet customer needs.
• Perform analysis on key performance indicators and measurements of product success to inform product design.
• Analyze product revenue and product profitability to determine performance levels.
• Evaluate customer satisfaction and quality metrics to identify opportunities for improvement.
• Review cost implications and forecasts associated with product decisions.
• Use the combined insights to guide strategic product enhancements and future development.

Skills on Resume: 

• Product Lifecycle (Hard Skills)
• Proposal Development (Hard Skills)
• Launch Leadership (Soft Skills)
• Positioning Content (Hard Skills)
• Competitive Intelligence (Hard Skills)
• Product Innovation (Hard Skills)
• Performance Analysis (Hard Skills)
• Customer Evaluation (Soft Skills)

Job Summary: 

• Act as an investment expert both internally and externally in the industry.
• Provide investment support and guidance to relationship management and sales teams, and be regularly called upon to participate in meetings with clients as it relates to index equity product offerings.
• Lead analyses of investment product issues confronting the index equity line-up.
• Leverage and manage cross-functional teams.
• Prepare and present strategic analysis and recommendations to senior management at various forums.
• Develop and maintain key internal stakeholder relationships across the organization.
• Leverage client and sales feedback on index equity products to assess product health and drive ongoing index equity product improvements and positioning.
• Attend and present at industry conferences and client-specific events related to index equity funds and ETFs.
• Provide thought leadership in support of the index equity product lineup.
• Drive the creation of dynamic content and technical marketing used to position index equity products and to respond to investor queries.
• Contribute to new product launches and develop go-to-market strategies.
• Facilitate internal training and communications, including training on launches and changes to existing index equity products.
• Ensure coordination and consistency of product-related marketing initiatives and external communications across divisions.
• Support business line research agendas to enhance client experience and business results.

Skills on Resume: 

• Investment Expertise (Hard Skills)
• Client Support (Soft Skills)
• Product Analysis (Hard Skills)
• Cross-Team Leadership (Soft Skills)
• Strategic Recommendations (Hard Skills)
• Stakeholder Management (Soft Skills)
• Product Positioning (Hard Skills)
• Thought Leadership (Soft Skills)

Job Summary: 

• Work independently across the broader organization to pull data and compile, and analyze information for senior leadership.
• Be a resource on products and industry intelligence and trends, requiring becoming an expert on leading resources for global institutional market data and intelligence, including publications, investment consultant research, and management consulting research.
• Manage multiple projects simultaneously while meeting deadlines and providing quick turnaround, offering advice proactively, and remaining focused in a fast-paced environment.
• Utilize MS Excel and PowerPoint to construct detailed analyses for product, sales, and marketing partners.
• Leverage research tools such as Barclays, Bloomberg, Fed, and Morningstar to run models and ensure data is up to date for product teams.
• Responsible for the organization and assembly of quarterly materials for board meetings and trustees.
• Organize and analyze investment data in support of product managers.
• Be involved in ongoing product management responsibilities and support other product managers within the group on initiatives and ongoing management responsibilities.
• Work closely with investment teams, performance teams, portfolio analytics teams, and compliance teams in developing and producing materials.
• Support sales efforts by providing data and analysis of portfolios.
• Support marketing efforts through detailed portfolio data and insights.
• Ensure accuracy and consistency in all data used for reporting and presentations.
• Assist in enhancing processes to improve efficiency and data quality across product management activities.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Industry Intelligence (Hard Skills)
• Project Management (Soft Skills)
• Excel & PowerPoint (Hard Skills)
• Research Tools (Hard Skills)
• Data Organization (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Assist in the development and analysis of strategic product roadmaps, product enhancement and development, product launches, and product marketing to gain maximum benefit from each product, as well as review surveys and analyze competitive industry landscapes to identify relative trends, threats, and opportunities for product managers.
• Participate in day-to-day product management for core products such as product delivery, client experience, and client communication strategies, as well as help the team prioritize, negotiate, and remove obstacles to achieve business results.
• Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to clients.
• Provide informal guidance or on-the-job training to new team members.
• Oversee client and competitor market research, develop product innovation roadmap, and assist product managers in addressing fundamental trials of product commoditization to create an advanced set of solutions.
• Contribute to the achievement of acquisition targets, product financial performance, revenue performance, and expense management goals.
• Oversee the identification and execution of opportunities and gaps in business plans.
• Implement team procedures, client problem resolution, and client management.
• Assess risk appropriately when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding its clients and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Skills on Resume: 

• Product Roadmapping (Hard Skills)
• Product Management (Hard Skills)
• Value Proposition (Hard Skills)
• Team Guidance (Soft Skills)
• Market Research (Hard Skills)
• Performance Management (Hard Skills)
• Opportunity Identification (Hard Skills)
• Risk Assessment (Soft Skills)

Job Summary: 

• Synthesize field and customer feedback, industry trends, and competitor products to help set direction for product evolution that fits the investment approach.
• Handle escalations of advisor issues, conduct research, and respond appropriately.
• Use field, client, and industry insight to recommend, craft, and develop new products and features.
• Maintain co-creation with the field throughout the product development process.
• Possess in-depth knowledge of technology platforms available for investment products.
• Assess available offerings and make decisions on which parts of the technology platforms fit the product needs.
• Drive profitability for assigned products through sales growth, net cash flow, sound product design, and managed expenses.
• Direct implementation of product design changes related to advisor compensation, client pricing, rates, and partnerships.
• Coordinate with key home office divisions and departments to present recommendations that address opportunities in integrating the product line into a company-wide approach focused on meeting field and customer needs.
• Lead efforts to develop new or improve existing products and features by partnering with project management, technical, operational, compensation, investment, and regulatory experts.
• Responsible for leading business decisions that impact scope, risk, business value, schedule, and budget.
• Provide input in the department-wide prioritization process.
• Partner across the home office on regulatory issues impacting assigned products.
• Recommend changes to products, programs, or processes to maintain compliance.
• Manage a team of individuals and be responsible for their growth and development.

Skills on Resume: 

• Product Direction (Hard Skills)
• Issue Resolution (Soft Skills)
• Product Development (Hard Skills)
• Co-Creation Engagement (Soft Skills)
• Technology Assessment (Hard Skills)
• Profitability Management (Hard Skills)
• Regulatory Coordination (Soft Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Lead by example on the Product Intelligence Team to improve product information flow to enhance the sales process.
• Enhance and support messaging and update relevant content to differentiate products and explain performance.
• Develop, maintain, and improve scalable team processes to maximize resources in the product management cycle.
• Raise the profile of competitive investment strategies or solutions to the client-facing organization.
• Collaborate with client-facing colleagues to develop customized client solutions.
• Provide insight, content, and analytics in the completion of highly customized requests for proposals.
• Provide portfolio updates, including attribution analysis, to internal partners.
• Assist investment directors in understanding each channel and developing an appropriate product strategy.
• Collaborate with investment directors to create content for presentations to external constituencies.
• Conduct competitive analysis by examining assets and flows, competitive performance, and positioning, and communicate findings throughout the organization.
• Articulate points of differentiation for products and strategies in both institutional and retail spaces.
• Support marketing through content creation for fact sheets, brochures, or web content while developing storylines for fund positioning and contributing to public relations, website content, sales presentations, and talking points.
• Create new analytical tools and frameworks, and develop long-term strategic business plans for existing products.
• Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging while providing product training and support to sales teams.
• Develop deep partner relationships across all functional units and act as a client advocate within the organization.

Skills on Resume: 

• Product Intelligence (Hard Skills)
• Messaging Enhancement (Hard Skills)
• Process Optimization (Hard Skills)
• Client Solutions (Soft Skills)
• Proposal Analytics (Hard Skills)
• Competitive Analysis (Hard Skills)
• Content Creation (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Own the development and lifecycle management, including enhancements, extension, and rationalization of multi-asset managed portfolio product lines, including multi-asset income, target date, and risk-based strategies.
• Develop committee proposals for new investment products as well as for enhancements, extensions, and rationalization of existing products.
• Lead investment product development and cross-functional launch efforts by following the product launch playbook.
• Develop investment product positioning content and work with internal parties to ensure representation of the multi-asset managed portfolio strategies is accurate and compelling.
• Answer product inquiries and assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence.
• Identify resources and collect information to research and analyze all aspects of competitor products, peer performance, and competitive industry landscape, and use that intelligence to support messaging.
• Proactively identify product innovation and existing product positioning opportunities based on industry trends, current market environment, and competitive advantages to meet customer needs.
• Perform analysis on KPIs and measurements of product success, such as product revenue, product profitability, customer satisfaction, quality, cost implications, and forecasts to inform product design.

Skills on Resume: 

• Lifecycle Management (Hard Skills)
• Proposal Development (Hard Skills)
• Cross-Functional Leadership (Soft Skills)
• Product Positioning (Hard Skills)
• Analytical Skills (Hard Skills)
• Competitive Research (Hard Skills)
• Innovation Strategy (Soft Skills)
• KPI Analysis (Hard Skills)

Job Summary: 

• Lead by example on the Product Intelligence Team to improve product information flow to enhance the sales process.
• Enhance and support messaging and update relevant content to differentiate Mackenzie products and explain performance.
• Develop, maintain, and improve scalable team processes to make the most of team resources in the Product Management cycle.
• Raise the profile of competitive investment strategies or solutions to the client-facing organization.
• Collaborate with client-facing colleagues to develop customized client solutions.
• Provide insight, content, and analytics in the completion of highly customized requests for proposals (RFPs).
• Provide portfolio updates, including attribution analysis, to internal partners.
• Assist Investment Directors and the Senior Investment Director in understanding each channel and developing an appropriate product strategy.
• Collaborate with Investment Directors and Senior Investment Directors to create content for presentations to external constituencies.
• Conduct competitive analysis by analyzing assets and flows, competitive performance, and positioning, and communicate findings throughout the organization.
• Articulate points of differentiation for Mackenzie products and strategies in the Institutional and Retail space.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Product Messaging (Hard Skills)
• Process Improvement (Hard Skills)
• Client Collaboration (Soft Skills)
• Competitive Analysis (Hard Skills)
• Insight Analytics (Hard Skills)
• Product Strategy (Hard Skills)
• Differentiation Messaging (Hard Skills)

Job Summary: 

• Support marketing by creating content for fact sheets, brochures, or web content, developing storylines for fund positioning, and providing input on public relations, website, sales presentations, and talking points.
• Create new analytical tools and frameworks.
• Develop long-term strategic business plans for existing products.
• Define product positioning and competitive differentiation with a focus on unique capabilities and benefits/value proposition to effectively retain existing clients.
• Develop and communicate expertise on mutual fund and institutional industry trends.
• Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging.
• Develop proactive insights, perspectives, product training, and support to sales teams.
• Occasionally contribute to new product development ideas.
• Collaborate with product development and portfolio management colleagues to bring new ideas to market.
• Create client-facing enthusiasm for innovative new products.
• Act as a client advocate within the organization.
• Maintain comprehensive knowledge of investment philosophy, process, performance, and research.
• Understand investment strategies, performance, and attribution analysis.
• Develop deep partner relationships with all Mackenzie functional units.

Skills on Resume: 

• Marketing Content (Hard Skills)
• Analytical Tools (Hard Skills)
• Strategic Planning (Hard Skills)
• Product Positioning (Hard Skills)
• Industry Expertise (Hard Skills)
• Cross-Functional Coordination (Soft Skills)
• Sales Enablement (Hard Skills)
• Client Advocacy (Soft Skills)