Product Manager, Investments

at  Coast Capital Savings

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Product Manager, Investments
Jul 30, 2024
Location(s): Surrey, Toronto - GTA or Vancouver - GVA
Job Type: Full Time
myWork Options: In-person, Hybrid
Starting Salary Range: $80.8k to $105k

• Drive the planning and execution of key initiatives around the investment product shelf as required to optimize the success of the product line.
• Act as a key resource for distribution (Retail, Wealth and Business Banking) and as a liaison and first point of contact for Coast’s strategic third-party partners.
• Work closely with the sales and marketing teams to support product positioning, various campaigns and the development of content/materials (presentations, articles and thought leadership).
• Play an active role in strengthening our operational foundations by helping to set up a newly formed investment committee, driving the evolution and expansion of Coast’s MFDA/IIROC service models, and working toward continuously improving our infrastructure and processes.
• Actively identify new product opportunities and support product development and cross-functional launch efforts for new initiatives in the portfolio, including enhancements to existing focus lists.
• Understand, manage, and monitor the organization’s portfolio of investment products and track/analyze key performance indicators (KPIs) to achieve objectives, key results, and the broader Coast 2025 corporate strategy.
• Develop and deliver key reporting elements and ensure Coast leadership is kept well-informed on the performance of the business line.
• Continuously evolve the product shelf by building relationships with Coast advisors and collaborating with the Enterprise Research team to develop a strong feedback channel to understand how the product shelf could better meet observed member needs.
• Provide oversight and management of investment programs for strategic partners.
• Execute risk management and compliance monitoring activities as needed.