Vice President, Head of Investment Products

Job Description

Job Description

Vice President, Head of Investment Products

iA Wealth is a premier wealth management partner of entrepreneurial ‑ minded independent advisors. iA Wealth’s operations consist of three independent distribution networks: Investia (a mutual fund and exchange ‑ traded fund dealer), iA Private Wealth (a full ‑ service investment dealer), and Richardson Wealth (a leading Canadian full‑service investment dealer operating as a distinct brand following its acquisition by iA Financial). These networks are complemented by affiliate manufacturing partners iA Clarington (iAC), a mid ‑ tier mutual fund manufacturer, and iA Capital Markets (iACM), a mid ‑ tier provider of retail services and solutions. Together, IA Wealth comprises of over 2,400 advisors across its three dealer platforms and more than $200B in combined AUA/AUM.

This is a great opportunity to join a dynamic and results‑driven team leading sales and service professionals in supporting advisors who are looking to grow their business, deliver an excellent client experience and achieve key market activities.

What you’ll accomplish with us

As the VP & Head, Investment Products, Solutions and Capital Markets, IA Wealth, the incumbent will spearhead the development and stewardship of iA’s Wealth’s comprehensive products and solutions portfolio, ensuring maximal value generation for our clientele, advisors, and the organization.

As a member of the iA Wealth Executive leadership team, the VP & Head, Investment Products, Solutions and Capital Markets will oversee over $200B in AUA/AUM and will have the responsibility to contribute to the growth and success of the division by ensuring having a visible positive impact and driving results achieved through a holistic strategy of product, platform, portfolio construction, and practice management to provide a comprehensive wealth management solution for our advisors and clients, and the enhancement of product profitability across all distribution channels.

The Mandate

Reporting directly to the Executive Vice-President of iA Wealth, the role will have direct responsibility of the oversight, development, profitability, performance, and growth of the iA Wealth Asset Management, Product & Platform strategy. Under this leadership, our asset management capabilities are recognized by both affiliate and external advisors as bringing unique and value‑added solutions to the marketplace.

The VP & Head, Investment Products, Solutions and Capital Markets will be leading a team of professionals that will play a pivotal role in shaping the investment product landscape within our wealth management firm to support Investia, iA Private Wealth, Richardson Wealth and Capital Market & iA Clarington strategic plan.

Key Responsibilities

• Lead of Platform Management:
  
  
  
  • managed assets platform support
  
  
  • advisory services, etc.
  
  
  
  


• Lead of Program and Partner Strategy:
  
  
  
  • iA Wealth strategic partnerships through iAC’s and iAGAM’s strategic partnerships with sub‑advisors
  
  
  • drive consistent non‑grid revenue through differentiated solutions, with a focus on maximizing asset‑based fees and non‑grid revenues
  
  
  • UMA/SMA program infrastructure
  
  
  • competitive intelligence, etc.
  
  
  
  


• Lead of the Investment Product Research & Oversight:
  
  
  
  • curate the product shelf strategically, providing oversight on partner relationships
  
  
  • offers a complete range of options featuring managed account solutions, traditional and alternative investments, private placements, and a suite of proprietary and third‑party solutions
  
  
  • private shelf approval
  
  
  • mandates support
  
  
  
  


• Lead of the Investment Product Management:
  
  
  
  • responsible for the overall success of their products, which requires ongoing analysis and optimization. This includes tracking performance metrics, identifying areas for improvement, and making adjustments to ensure that the products continue to meet client needs and generate strong returns.
  
  
  • iA Clarington product management
  
  
  • iA Clarington oversight
  
  
  • iA Wealth UMA model support
  
  
  • product/solution for retail
  
  
  • PM relationships, etc.
  
  
  
  


• Lead of the Product Development:
  
  
  
  • Have a deep understanding of client needs and preferences, as well as the ability to identify and analyze market trends.
  
  
  • work closely with engineering and investment teams to develop products that are both innovative and effective.
  
  
  • establish new strategic partnerships with third‑party product providers
  
  
  • iA Clarington product development; iA Wealth solutions development
  
  
  
  


• Portfolio Construction:
  
  
  
  • offer value‑added portfolio construction support to affiliate advisors, earning greater adoption of its solutions both within and outside of the UMA
  
  
  • support to design bespoke solutions tailored to our clients’ needs or opt for any of our expertly constructed portfolios
  
  
  • oversee a diverse range of investment products & investment platforms, including but not limited to Mutual Funds, ETFs, SMAs, PPNs, UMA & iAC Product Management, distributed through our affiliates and non‑affiliates
  
  
  • ensure these products are profitable, performing and strategically aligned with our business objectives
  
  
  
  


• Work closely with key stakeholders within the organization to drive efficiency and cross‑collaboration:
  
  
  
  • executive alignment: Work closely with executive business leads and front‑end selling organizations to understand product needs and design effective solutions
  
  
  • functional excellence: ensure seamless product development, system support, compliance, and service delivery
  
  
  
  


• Execution and Innovation:
  
  
  
  • track record: Demonstrate a proven track record in executing successful product & platform development initiatives
  
  
  • stakeholder alignment: Align internal and external stakeholders, including management, board members, finance, operations, sales, compliance teams, legal counsel, investment managers, and investment bankers
  
  
  • industry research: Stay informed about industry trends and competitive analysis. Seek out and develop new product & platform opportunities
  
  
  
  

Qualifications

• Strong visionary with a clear vision for organization product portfolio and be responsible for critical decision related to product development, pricing and market positioning and decision‑making skills


• 15 plus years related industry experience in leading asset management, products, and platforms initiatives. Strong business acumen


• Have a deep understanding of financial markets and investment strategies, as well as the ability to communicate complex ideas to a range of stakeholders, including senior executives, financial advisors, and clients.


• Senior Leadership skills with the ability to manage a strong team


• Professional understanding of investment management


• Excellent Stakeholder alignment and Engagement


• Act as Spokesperson on behalf of Wealth


• Strategic Partnership and Vendor relations


• Advanced knowledge of both French and English is preferred


• University Degree ; CFA completed is an asset


• CFA completed is an asset

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;


• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;


• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;


• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s)

Toronto, Ontario

Other Possible Location(s): Montreal, Quebec, Québec, Québec

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.