Grade: E11 
Referral Level: Level 3  
Division: MI-DR

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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 years 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 Vice President, National Accounts is a senior sales leader responsible for managing and growing strategic relationships with key retail distribution partners (e.g., banks, broker-dealers, financial advisory firms). This role drives sales of Mackenzie’s investment products, enhances brand visibility, and ensures alignment with Mackenzie’s strategic objectives in the retail channel.

Responsibilities

Strategic Relationship Management

• Leads our interface with head office contacts to implement dealer level initiatives. Work with respective business leaders at each firm to promote, defend and align MFC’s positioning to their strategy.
• Leads our effort to source leader level insights related to business strategy, asset mix, sales trends and territory level analysis.
• Work closely with retail teams, help to set a strategy to maximize our sales, capture rate and optimize mix.
• A lead participant in the development of dealer level strategy and account plans.
• Coordinate Mackenzie resources to provide holistic coverage of IIROC channel.

Sales Strategy & Execution

• Develop and execute national account strategies to drive sales growth, increase market share, and deepen product penetration across platforms.
• Manage the team that actively promotes Mackenzie’s suite of Fund and ETFs to analysts and portfolio managers at the major Canadian banks, insurance companies, brokerage firms, and independent financial planning companies
• Leads the identification of opportunities to participate on fund recommended lists (ETFs + Mutual Funds), working directly with Team Leads and other members of the investment team to prepare for investment due diligence.
• Creates custom technical content to support and influence the sales process and arrangements – strong partnership with Legal and Compliance
• Develop strategy to engage with new distribution models to enhance strategic partnerships.
• Currently this role supports 25 distinct products, with a total of over 80 recommendations on 13 dealer recommended lists.

Platform management & recommendations

• Serve as a subject matter expert on the firm’s investment solutions, collaborating with product, marketing, and portfolio management teams to align offerings with client needs.
• Identifies opportunities to participate in Dealer model portfolios.
• Works directly with Team Leads and other members of the investment teams to develop customized solutions that fit with individual dealers and prepare for investment due diligence.
• Negotiate the terms of the arrangements
• Leads sales support model with retail
• Responsible for the implementation of the arrangements
• Responsible for over $1B of AUM, generating over $6M a year in revenue and annual sales of $100M.

Business Development:

• Identify and pursue sub-advisory opportunities with all Canadian financial services companies, working directly with investment teams to progress through due diligence and develop custom solutions
• Negotiate the terms of the arrangements
• Responsible for the implementation of and servicing of all arrangements
• Provides relationship management for a handful of high value legacy accounts
• Responsible for close to $4B in AUM, generating roughly $11 in annual revenue

Internal Engagement & Partnership

• Partner with internal wholesalers, marketing, compliance, and operations to ensure seamless execution of sales initiatives and client servicing.
• Manage internal resources such as legal, compliance, fund administration, investment management and private client to assure ongoing requirements from strategic partners are met.
• Work closely with the leadership team of Retail Distribution to align MFC’s firm level activities.
• Work closely with Marketing to develop and deliver suitable content for each partnership.
• Work closely with Dealer Relations, Compliance, Legal, Training & Development and other service providers to address range of opportunities and ad hoc dealer level issues.

Qualification

• Bachelor’s degree preferably in commerce, business or economics
• 10+ years of experience in business relationship management
• Direct experience working for a mutual fund dealer or experience as a financial advisor preferred
• Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
  

Additional Requirements

• Travel required to all offices globally to ensure consistency and quality control of workflows.
• Given time zones, often requires communication with Hong Kong based team in the evenings.

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: competitive health and dental coverage; employer sponsored coverage for you and your family.  
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. 
• INSURANCE: employer sponsored short-term and long-term disability. 
• 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.  

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

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