Product Specialist driving full - cycle SaaS sales of Matador Conversational AI. Acquiring dealership customers across commercial truck, marine, equipment and recreational markets.
About the role
- Investment Fund Product Specialist managing Desjardins mutual funds, ETFs, and private funds. Driving product strategy, commercial performance, advisor education, and business development.
Responsibilities
- Manage the commercial performance of mutual funds and ETFs relative to peer groups
- Ensure products are properly positioned internally and externally and implement product business strategies
- Develop short- and long-term strategic business plans for funds under responsibility
- Understand portfolio managers’ investment philosophies, processes, and performance
- Maintain close relationships with portfolio management teams
- Identify performance drivers, positioning, and forward-looking outlooks
- Monitor competitive offerings and develop analytical tools
- Monitor portfolio manager performance relative to industry peers and recommend improvements
- Collaborate with manager selection teams on new appointments or manager changes
- Collaborate with sales teams to understand distribution-channel and advisor needs
- Train sales teams and provide ongoing support
- Deliver product presentations to sales teams and advisors
- Participate in business and commercialization plans for new product launches
- Build relationships with product development, manager selection, sales, and marketing teams
- Present at industry conferences and events
- Maintain an external professional network and represent the business unit on committees and industry working groups
Requirements
- Bachelor’s degree in Finance, Business Administration, or a related field
- A minimum of eight years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Experience in a sales-focused role (retail advisory, wholesaling, or other relevant experience)
- CFA designation or progress toward obtaining the designation
- Knowledge of French is required
- Expert proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Strong knowledge of financial products and the investment industry, particularly mutual funds and ETFs
- Knowledge of equities, fixed income, liquid alternatives, and private investments
- Strategic, customer-focused, action-oriented, adaptable, and interpersonal capabilities
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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