Job Description

:

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We\'re looking for a Senior Manager, Product Marketing to join our Marketing team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the Director, Product Marketing, the Senior Manager, Product Marketing is responsible for developing and executing compelling go-to-market plans that will increase product penetration within both the credit union and third-party financial advisor intermediary distribution channels.

If you have extensive asset management marketing experience, are obsessive about performance and demonstrate strong data-driven decision-making capabilities, digital marketing, and building cohesive marketing programs that fulfill on business strategy, keep reading.

Our dream candidate is driven, collaborative, and has a proven track record of building new content to deploy cohesive end to end multi-channel marketing programs, product launches and sales enablement tools successfully. You have a growth mindset, always strives for continuous improvement, and excited by performance optimization. You are someone who enjoys operating in the weeds with a \xe2\x80\x9cget-it-done-right\xe2\x80\x9d attitude. You understand the importance of Due Diligence and has the passion and experience to drive innovative marketing strategies for Asset Management.

The Senior Manager, Product Marketing will partner with the Asset Management (NEI Investments) business line to deliver results aimed at strengthening awareness and the competitive positioning of this business across target markets, as well as achieving market adoption and division growth objectives. The range of responsibilities includes market analysis, competitive analysis, content development, communication, and promotion of key products and solutions using a variety of channels.

You bring solid execution skills, including a willingness to roll up your sleeves and do what it takes to create lasting value and product line revenue growth.

Who you are:

• Service - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients\' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution - You are committed to achieving your goals and to succeed. This includes focusing on \xe2\x80\x9cgetting things done\xe2\x80\x9d, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Develop and execute go-to-market plans for the Asset Management business line in collaboration with division leadership, internal cross-functional teams, and external stakeholders
• Understand the competitive landscape, customer insights and digital trends to develop segmentation strategies and product positioning
• Engage with stakeholders and leaders to gather content and feedback in developing/refining relevant and compelling marketing programs, and messaging
• Build and execute plans that differentiate our products and position them as industry-leading solutions
• Develop campaign and program marketing briefs and plans
• Lead the development and implementation of campaign and program launches, marketing programs, events, sales enablement (fact sheets, case studies, tools, etc.), PR/influencers, advertising, social media, working with a cross functional team of business and marketing professionals
• Monitor results and optimize plans to deliver value and achieve targeted KPIs
• Ensure compliance with communication policies, procedures, and brand standards
• Form and foster relationships with internal colleagues to leverage existing resources and align goals across product lines and delivery channels
• Represent Marketing on any cross-functional Asset Management working groups, as required
• Excellent project management skills (preferably Agile ways of working experience) with ability to multi-task, set measurable objectives, manage defined timelines and budgets for each campaign
• Strong understanding of Canada\'s regulatory environment, specifically as it relates to mutual funds /asset management products and services
• Experience marketing to Canada\'s independent, third-party financial advisors
• Create compelling and strategic presentations to obtain buy-in and alignment from key stakeholders
• Build and maintain process documentation, establish best practices, and execute acquisition and lifecycle marketing operations
• Proactively identify gaps in process, propose solutions, and ultimately, improve efficiency
• Create and maintain daily, weekly, monthly, and quarterly reports to help manage the business and identify trends, channel, and market opportunities
• Keep current with industry changes and the competitive landscape

Requirements:

Your experience and skills:

• Bachelor\'s degree required (Business, Marketing, Communications or similar)
• Minimum 5 years of experience within the investment management industry, including an understanding of responsible investing
• 7+ years of relevant product marketing experience and a successful track record of building strong product marketing strategies, both online and off, to maintain a sustained competitive advantage.
• Fluent in dealing across multiple channels, in a B2B environment with multiple partners and more broadly with the market as a whole
• Strong creative and content development skills, with the ability to shape product messaging and partner with internal resources to deliver results.
• Strong analytical background: understanding of how marketing drives positive business outcomes and how to use data to refine and improve marketing activities
• Excellent project management skills (Experience with Agile ways of working is preferred) with ability to multi-task and set measurable objectives within defined timelines and budgets
• Self-starter with strong communication and interpersonal skills
• Ability to prioritize in a fast-paced environment
• CFA designation an asset
• A responsible investment certification through the RIA Canada a definite asset
• Fluent communication skills in English required and bilingual skills in French are an asset

Benefits:

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Aviso Wealth