Job Title

iA Wealth is a premier wealth management partner of entrepreneurialminded independent advisors. iA Wealths operations consist of three independent distribution networks: Investia (a mutual fund and exchangetraded fund dealer), iA Private Wealth (a fullservice investment dealer), and Richardson Wealth (a leading Canadian fullservice 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 midtier mutual fund manufacturer, and iA Capital Markets (iACM), a midtier 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 resultsdriven 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 Youll Accomplish With Us As the VP & Head, Investment Products, Solutions and Capital Markets, IA Wealth, the incumbent will spearhead the development and stewardship of iAs Wealths 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 VicePresident 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 valueadded 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 iACs and iAGAMs strategic partnerships with subadvisors, drive consistent nongrid revenue through differentiated solutions, with a focus on maximizing assetbased fees and nongrid 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 thirdparty 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 and 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 thirdparty product providers, iA Clarington product development; iA Wealth solutions development. Portfolio Construction: offer valueadded 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 nonaffiliates; 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 crosscollaboration: executive alignment, functional excellence, execution and innovation; track record: demonstrate a proven track record in executing successful product & platform development initiatives; stakeholder alignment; 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 decisions related to product development, pricing and market positioning and decisionmaking 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. Why youll 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! Still unsure about applying? 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! #J-18808-Ljbffr