Employment type: other Job Description Referral Level: Level 3 Mackenzie Investments IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. Position Summary The Assistant Vice President, Institutional Investment Product Management is a senior investment product leader responsible for the strategy, positioning, commercial effectiveness, and ongoing management of Mackenzie’s institutional investment capabilities. The role combines deep investment knowledge, institutional market insight, and commercial judgment to translate client, consultant, and market needs into differentiated product strategies and solutions. Working closely with Institutional Distribution, Portfolio Management, Product Development, Marketing, and other functional partners, the AVP acts as a senior connector between the market and Mackenzie’s investment capabilities. The role develops a deep understanding of institutional channels, clients, consultants, and competitive dynamics; provides objective feedback to investment and distribution teams; and influences decisions regarding product positioning, development priorities, and the composition of the institutional product shelf. Operating with a high degree of independence, the AVP is expected to anticipate stakeholder needs, establish clear priorities, lead complex cross-functional initiatives, and deliver measurable commercial outcomes. The role represents Mackenzie with clients, prospects, consultants, and gatekeepers and helps ensure institutional product strategy remains relevant as markets, client needs, and competitive conditions evolve. Institutional Distribution and Client Partnership • Act as a senior strategic partner to Institutional Distribution, bringing product, investment, and market expertise to client acquisition, retention, and growth priorities. • Possess a deep understanding of institutional channels and client segments and translate their differing needs into appropriate product positioning and growth strategies. • Gather intelligence from client, prospect, consultant, and gatekeeper interactions and embed those external perspectives into product and investment decision-making. • Represent Mackenzie in client and prospect meetings, consultant discussions, due diligence reviews, conferences, and presentations where senior product expertise is required. • Develop proactive insights, perspectives, training, and portfolio updates that strengthen the effectiveness of client-facing teams. • Partner on complex RFPs, RFIs, DDQs, and other customized institutional opportunities, ensuring responses clearly communicate investment capabilities and differentiation. • Act as a client advocate within the organization, balancing stakeholder needs with business priorities and long-term enterprise value. Investment Capability and Business Partnership • Maintain comprehensive knowledge of assigned investment philosophies, processes, portfolios, performance, attribution, and research. • Build trusted partnerships with Portfolio Managers and investment teams and serve as an independent, objective feedback mechanism between Investment, Product, and Distribution. • Interpret portfolio outcomes and performance drivers and translate complex investment concepts into clear, decision-useful insights for institutional audiences. • Coordinate with Portfolio Management, Distribution, Marketing, and Product colleagues to ensure consistent and accurate positioning and messaging. • Share market and client insights across functional teams to improve investment, product development, and commercial outcomes. • Break down functional silos, clarify roles and decision rights, and bring together the right stakeholders to resolve complex product and client issues. Institutional Product Management • Advance product strategy for assigned institutional investment capabilities, aligning client needs, market opportunities, and Mackenzie’s broader business priorities. • Advocate for product opportunities within the organization and influence decisions regarding focus, investment priorities, and composition of the institutional product shelf. • Lead competitive analysis across assets, flows, performance, pricing, positioning, and emerging industry trends, translating findings into clear implications and recommendations. • Define and articulate differentiated value propositions for Mackenzie investment strategies and solutions. • Monitor product and strategy performance, client demand, and competitive positioning and recommend changes to improve relevance and commercial outcomes. • Develop analytical tools, frameworks, and insights that strengthen product decision-making and institutional market intelligence. Product Development and Innovation • Collaborate with Product Development and Portf