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Senior Manager, Investment Products and Strategic Initiatives (18 Month Secondment)

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CIBC

12d ago

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • Toronto
  • Quick Apply

Requirements

  • Collaboration – Working with internal product manufacturers including Asset Management and Capital Markets to ensure product shelf offering is sufficient and competitive, this work is carried out through new investment product review and approval process as well as periodical product shelf review.
  • Problem Solving – Acting as a consultant, project manager and lead on any strategic business initiatives which would impact distribution across different advisory platforms. This includes but is not limited to reviewing and approving customized products and trade exceptions and creating and managing the long-term strategy as it pertains to product shelf management.
  • Critical thinking – Apply critical thinking, creativity, and sound judgment to determine the best possible outcomes by utilizing data to support strategic decision making.
  • Relationship Management – You build strong relationships internally and externally. You understand the views of various stakeholders and facilitate problem solving to find the best solution for our clients, employees, and stakeholders.
  • Who you are
  • You have a minimum of 5 years of financial service experience. You have a strong knowledge of mutual funds and the industry, and a broad knowledge of investment products. An understanding of Morningstar Advisor, Morningstar Direct and Bloomberg is an asset.
  • You have a Undergraduate degree with a major/specialization in Business, Finance, Statistics, Mathematics, or Engineering
  • You’re a certified professional. CSC mandatory, CFA and/or CAIA considered a strong asset
  • Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

Responsibilities

  • As the Senior Manager, Investment Products and Strategic Initiatives, you will support a multitude of functions including investment product research, delivering strategic initiatives and leveraging data and insights to make strategic recommendations to enhance the CIBC Imperial Investor Service platform, supporting our Imperial Service and Private Banking clients.
  • You will support the team to manage the Product Review committee mandate and conduct periodic industry and product specific analysis on Mutual Funds, Structured Notes and Market Linked GICs to ensure the CIBC Imperial Investor Service product shelf meets our mass affluent client needs. In addition, you will be heavily involved in the process of building and maintaining business intelligence/reporting capability (both regular and ad hoc) for the CIBC Imperial Investor Service business. You will also take a lead role in representing the business on various strategic business initiatives.

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools