Senior Manager, Product Strategy and Research

Job Description:

Department: Product & Solutions (Product Strategy, Research & Oversight - PSRO)

Location: Toronto, ON

Level: 8

Referral Level: Level 2

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.

The Opportunity

An exceptional opportunity exists for a Senior Manager to join the Product Strategy, Research & Oversight (PSRO) team—the strategic insights engine for Mackenzie Investments’ product shelf. This role is designed for a highly analytical and adaptable strategic thinker who can translate complex information into clear insights and actionable recommendations.

As a senior individual contributor and team leader, you will play a critical role in strengthening the firm’s strategic thinking by developing insight across key knowledge domains, identifying opportunities to enhance business performance, and contributing to high-impact strategic initiatives. Reporting to the VP, Product Strategy, Research & Oversight, you will be deeply involved in the team’s most important and complex work.

This role requires a strong ability to operate with pace and focus, translating information into insight and insight into action, while exercising sound judgment to prioritize efforts based on evolving business needs and opportunities.

Key Responsibilities

Own and Evolve Core Knowledge Bases & Insight Development

You will be responsible for the development, maintenance, and evolution of a defined set of the firm’s core knowledge bases, including Business Markets, Financial Markets, Client, Industry, Company (strategy, priorities, performance). Your accountability is to ensure these domains are continuously refreshed, insight-driven, and translated into clear, actionable points of view that inform decision-making.

Key accountabilities:

Synthesize inputs across sources to maintain relevant and actionable knowledge bases

Translate information into clear, structured insights (what we know, believe, and are learning)

Ensure effective dissemination of insights across product, sales, and marketing stakeholders

Apply data and business insight to anticipate stakeholder needs and improve outcomes

Prioritize and surface insights based on evolving business needs to enable timely action

Continuously improve how insights are developed, structured, and communicated

Generate Insights, Identify Opportunities & Drive Action Plans

You will play a central role in identifying trends, opportunities, and risks across knowledge domains and converting them into structured, actionable responses, executed with urgency.

Key accountabilities:

Integrate insights across markets, clients, products, industry, and company priorities

Translate signals into clear problem statements, hypotheses, and implications

Develop practical, high-impact action plans to improve business performance and client outcomes

Assess and prioritize opportunities and risks based on impact, urgency, and strategic relevance

Operate with urgency where required, accelerating analysis and decision support in response to changing conditions

Exercise judgment to balance speed and rigor, determining when directional insight versus deeper analysis is required

Proactively deliver timely insights and recommendations to enable rapid business response

Prioritize and execute high-impact work with minimal supervision

Align recommendations with organizational objectives and evolving priorities

Track outcomes and refine actions based on results, feedback, and new information

Lead and Contribute to Strategic Initiatives

You will act as a lead contributor across priority strategic initiatives within Product & Solutions and the broader organization.

Key accountabilities:

Lead or support workstreams across strategic initiatives, including product strategy, business planning, and growth efforts

Contribute clear, structured analysis and recommendations to cross-functional projects

Partner across teams to drive alignment and execution of shared objectives

Clarify roles, deliverables, and outputs to support efficient delivery and accountability

Communicate insights clearly and influence stakeholders to support adoption and impact

Contribute with a bias toward action and timely delivery, maintaining momentum on priority initiatives

Demonstrate flexibility and curiosity when working through ambiguous or evolving challenges

What Success Looks Like

Develop clear, insight-driven perspectives that inform decision-making across key knowledge domains

Knowledge bases are actively used and drive improved business outcomes

Identify opportunities and risks and translate them into actionable, high-impact plans

Strategies and recommendations are adopted and implemented effectively

Demonstrate strong judgment in prioritizing work, focusing on the highest-impact opportunities

Deliver timely, action-oriented insights that enable rapid response to changing conditions

Balance speed, rigor, and impact in a dynamic environment

Drive continuous improvement in individual and team performance

Adapt effectively, demonstrating resilience and ongoing development

Who You Are

5–7+ years of progressive experience in a strategy function within asset management, management consulting, or a related field.

Strong investment and financial markets knowledge, with a solid understanding of the asset management industry

MBA or advanced degree strongly preferred; CFA or similar accreditation is an asset

Ability to move from abstract analysis to clear, actionable recommendations

Strong critical thinking and problem-solving skills, with the ability to prioritize effectively

Works effectively across teams and leverages diverse perspectives to drive outcomes

Recognizes and builds on the strengths of others to enhance team performance

Communicates clearly and effectively across a range of stakeholders

Adapts communication style to different audiences and conveys complex ideas with clarity

Demonstrates curiosity, resilience, and openness to new ways of working

Continuously learns, evolves, and contributes to improving team effectiveness

The expected annual base salary range for this role is $113,000 - $141,500, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits:

COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by June 10 2026.

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