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Title:  Channel Management & Support Senior Manager

 

 

 

Requisition ID: 120211

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

 

Purpose of Job:

As a key member of the Investment Solutions Team, the incumbent is responsible for contributing to the ongoing investment success of and improvements to the discretionary investment management platforms – Managed Portfolio Program (MPP), Scotia Investment Portfolios (SIP), Summit, and Fee Based Programs including Pinnacle, Partnership Plus and i-Partner.  In addition the incumbent will provide direct support to the ScotiaMcLeod channel and the sales team including portfolio construction, account transition to managed accounts and retention activities.

 

Major Accountabilities:

  1. Work closely with the Director, Portfolio Management and Oversight in managing the day to day operations of  Managed Asset and Fee Based Programs by:

 

  • Completing competitive analysis and reviews of managed and fee based programs
  • Developing business cases to support recommendations, leading and implementing projects designed to achieve business objectives, enhancing processes and improving the overall efficiency of managed programs.
  • Staying abreast of market conditions and regulatory changes that affect Advisors and Portfolio Managers
  • Providing communication, and on-going education and training.  This will include hosting conference calls, creating content for training materials and webinars etc.

 

  1. Provide recommendations, support and insight to ScotiaMcLeod Advisors on Managed Asset Programs and Fee Based Programs by:

 

  • Working with ScotiaMcLeod Advisors, including new recruits, in the transition to Managed Asset Programs, ensuring accurate account transfers and setup and considering all factors, such as tax implications.
  • Addressing questions, concerns and issues surrounding investment portfolio construction and management, manager selection, mandate and portfolio performance, rebalancing and account activities
  • Providing in-depth coaching and input for new Portfolio Managers as they transition into MPP.

 

  1. Manage multiple interdependent relationships with the broader Fee Based Group, 1832, PIC, Operations, Compliance, vendors, portfolio advisors, Legal and consultants by:
  • Ensuring open communication and strong partnerships that benefit our Managed Asset Programs
  • Maintaining effective two-way communication pertaining to managed programs and developments
  • Influencing (without direct authority) partners and vendors to ensure the needs & initiatives of the Managed Asset and Fee Based Programs are being met
  • Maintain and oversee the documentation changes and enhancements

 

  1. Contribute to the effective functioning of the Scotia Wealth Management Investment Solutions team by:
  • Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

 

Education/Work Experience/Designations:

Musts:

  • University degree in a relevant discipline or equivalent experience
  • CFA/CIM designation or equivalent education
  • Detailed knowledge and understanding of capital markets, portfolio management, provincial and national securities regulations, mutual funds and the mutual fund industry

Minimum 5 years relevant experience in mutual fund, investment management or brokerage industry

 

Dimensions:

As a key member of the Investment Solutions team, the incumbent is responsible for the ongoing monitoring of Managed Asset Programs and delivery of detailed investment analyses and insight.

 

Functional Competencies:

  • Highly developed PC skills and comfort with relevant industry software (MPower, Bloomberg, Zephyr, Morningstar Direct, MS Excel, Charles River etc.)
  • Significant comfort with and expertise in research methods and statistical analysis
  • Self-motivated and demanding environment
  • Able to work both independently and as part of a team
  • Strong ability to build and maintain key internal and external relationships
  • Strong oral and written communication skills
  • Well-developed presentation skills

 

Working Conditions:

  • Multiple competing demands
  • Required to work with multiple sources of data and multiple computer based analytical systems
  • Some irregular hours may be required from time to time
  • Travel may be required, though infrequent

 

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.


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