Director, Investment Product Development and Management
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Key skills for this role
About the Role
ATB Financial seeks a Director of Investment Product Development and Management to lead the end-to-end lifecycle of investment products. This hands-on role involves strategic product initiatives, market analysis, content creation, and cross-functional collaboration.
Key Skills for This Role
Responsibilities
- Lead the development and presentation of robust business cases for new investment product launches
- Conduct in depth analysis of Canadian and global investment markets to identify key trends, growth drivers, and competitive gaps
- Drive and manage multiple product oriented initiatives, ensuring all workstreams are aligned and meet deadlines
- Directly author clear and compelling product positioning, value propositions, and benefit statements for all investment solutions
- Proactively engage with subject matter experts across research and portfolio management teams to obtain and validate data for product materials
- Collaborate with Marketing and Sales to create effective messaging and advisor training materials
- Support the management of the product development roadmap, ensuring transparency and providing regular status updates to senior leadership
- Act as a liaison between Portfolio Management, Sales, Marketing, Compliance, and Legal to ensure products remain competitive and compliant
- Oversee relationships with external service providers while bringing technical expertise in house to improve efficiency
Requirements
- 7+ years of progressive experience in investment product development, management, or research
- Completed Bachelor's degree in Finance, Economics, Business or related field
- Deep expertise in diverse asset classes including Equities, Fixed Income, and Alternative Investments
- Proficiency in financial modeling and platforms such as Morningstar Direct, eVestment, or Bloomberg
- Exceptional written skills with proven ability to translate complex investment concepts into market ready narratives
- Proven ability to work effectively across diverse cross functional teams
- CFA designation or other relevant industry designation completed or in progress preferred
Full Job Posting
About The Role
- The Director, Investment Product Development and Management is a pivotal leadership role responsible for driving the end to end lifecycle of investment products at ATB Investment Management Inc (ATBIM).
- This individual will lead strategic product initiatives, from initial ideation and business case development to market launch and ongoing lifecycle management.
- The ideal candidate is a proactive Subject Matter Expert who can operate with high independence and collaborate across internal teams.
Accountabilities
- Lead the development and presentation of robust business cases for new investment product launches.
- Conduct in depth analysis of Canadian and global investment markets to identify key trends, growth drivers, and competitive gaps in the ATB shelf.
- Drive and manage multiple product oriented initiatives, ensuring all workstreams—including compliance, legal, and operational infrastructure—are aligned and meet established deadlines.
- Directly author clear and compelling product positioning, value propositions, and benefit statements for all investment solutions.
- Proactively engage with subject matter experts (SMEs) across the research and portfolio management teams to obtain and validate data for product materials.
- Collaborate with Marketing and Sales to create effective messaging and advisor training materials that articulate the unique benefits of our products.
- Support the management of the product development roadmap, ensuring transparency and providing regular status updates to senior leadership.
- Act as a liaison between Portfolio Management, Sales, Marketing, Compliance, and Legal to ensure products remain competitive and compliant.
- Oversee relationships with external service providers while bringing technical expertise in house to improve efficiency.
Skills, Experience & Requirements
- 7+ Years of progressive experience in investment product development, management, or research.
- Must have a completed Bachelor's degree ideally with a major in Finance, Economics, Business or other related field.
- CFA designation or other relevant industry designation completed or in progress is preferred.
- Deep expertise in diverse asset classes including Equities, Fixed Income, and Alternative Investments.
- Proficiency in financial modeling and platforms such as Morningstar Direct, eVestment, or Bloomberg.
- Exceptional written skills with a proven ability to translate complex investment concepts into market ready narratives.
- Proven ability to work effectively across diverse cross functional teams, fostering strong partnerships to achieve collective goals.
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