Grade: L8

Referral Level: Level 2

Division: IGM Asset Management Operations 

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. 

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.

Position

The Dealer Relations and Operations Department at Mackenzie Investments is accepting applications for the position of Senior Manager, Dealer Relations. Dealer Relations is a professional-level team, performing activities for the purpose of building solid relationships with our dealer partners to ensure ongoing support of our products and efficient interactions between Mackenzie and the distributors of our products and services. The team acts as advocates for improving the experience for Dealers, Advisors and investors with Mackenzie investments.

Reporting to the AVP of Business Enablement and Industry Relations, the successful candidate will be responsible for:

• Creating a positive awareness of Mackenzie Dealer Relations within the mutual fund industry, and a strong service culture within the Team
• Building strong relationships with our dealer back-office partners; promoting more efficient interactions through use of industry standards including fundserv and other regulatory groups
• Actively create and implement divisional, department and team strategies. Report on the progress and success of activities associated with the activities
• Working with peers and colleagues to develop and efficiently complete departmental objectives
• Liaising with internal partners such as Client Solutions, Client Relations, Product, Distribution, Compliance and Marketing to resolve dealer issues for a positive outcome
• New Business Implementations - supervise the implementation of new Products, Services, regulatory changes, and other business activities to Client Solutions
• Provide data driven opportunities for operational efficiencies by streamlining, purging, or reinventing processes
• Provide ongoing success measurements to determine future developments
• Initiate and responsible for the planning and execution of written and verbal communications and presentations to the dealer community when necessary
• Mentoring and supporting the team in their relationship management activities and overall support of the dealer community
• Collaborate with reporting teams to deliver metrics to measure the success of dealer-focused activities and team performance, implementing improvements and measuring effectiveness
• Working with AVP and other senior leadership to identify training and development needs, implementing programs and collaborating closely with internal and external training groups to ensure needs are met
• Participate on industry committees sharing Mackenzie’s position and raise challenges and opportunities with members
• Hire, motivate, coach, and provide ongoing feedback to the team

This is a dynamic position. The qualities that we seek in the successful candidate are a combination of strong relationship-building skills, mutual fund industry knowledge, confirmed written and verbal communication skills, successful development and management of professional staff, flexibility, passion and confirmed leadership skills. 

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• At least three to five years of people management experience
• Must have knowledge of fundserv, Dealer administrative and back-office processing systems
• Strong understanding of Operational processes and requirements and a strong preference for experience with Mackenzie policies, procedures, and products
• Knowledge of dealer regulatory requirements  within the industry
• Resourceful, results-oriented, dynamic, and a team player
• Confirmed relationship-building skills
• Superior written and verbal communication skills
• Excellent interpersonal and leadership abilities
• Analytical, decisive, and creative problem-solving skills
• An in-depth understanding of service and quality issues
• Proficiency in Word, Excel, and PowerPoint an asset
• Successful completion of IFIC Operations Course and CSC an asset
• Post-secondary education in related field an asset
• Project management experience an asset
• Bilingualism (English/French) an asset
• Travel is required for this position

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

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

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please apply by February 10, 2025.

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