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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, modeling, and product profitability management, with a strong ability to influence decisions and communicate effectively with executives. Proficient in translating complex financial data into actionable insights and recommendations for product performance improvement.
Highest-signal resume keywords
Financial ModelingProduct Profitability ManagementExecutive CommunicationWealth and Asset Management ExperienceBilingualism (English and French)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisP&L Performance ManagementRevenue ForecastingBreak-Even AnalysisCapital DeploymentProfitability ManagementPricing StrategyBusiness Case DevelopmentMarket Performance AnalysisScenario Analysis
Soft Skills
Influencing Without AuthorityChallenging AssumptionsManaging AmbiguityCoaching and DevelopmentCross-Functional Collaboration
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointEnterprise Planning ToolsReporting ToolsAnalytical Tools
Industry Keywords
Wealth ManagementAsset ManagementInvestment ProductsMutual FundsETFsProduct GovernanceManagement Fee EconomicsDistribution ArrangementsSeed CapitalFund Profitability
About the role
Key responsibilities & impact- Lead financial analysis across product launches, pricing, rationalization evaluations, strategic partnerships, and other product-related initiatives
- Own product-level P&L performance, including 15(c) profitability analysis, governance, and reporting
- Lead product revenue forecasting and margin analysis connecting AUM, flows, market performance, pricing, and expense drivers to earnings outcomes
- Develop performance views distinguishing structural economics from temporary impacts and identify value-creating or value-destroying products, channels, and initiatives
- Partner with Product and Distribution to translate financial results into recommendations, targets, and performance improvement plans
- Lead financial modeling for product launches, including revenue, expense, scale, margin, capital, sensitivity, and break-even analysis
- Assess pricing and fee structures, competitive positioning, client economics, and profitability trade-offs
- Manage product profitability across the full lifecycle from concept and launch through scale, repositioning, closure, or merger
- Support product rationalization through scenario analysis, stranded cost considerations, client impacts, and implementation economics
- Establish decision frameworks and monitoring for product economics
- Evaluate new initiatives and prepare decision-ready business cases
- Lead financial assessments of seed capital needs and capital usage
- Provide business case support for strategic partnerships
- Track approved initiatives against business case commitments and recommend corrective action
- Serve as the primary finance partner to Product and influence decisions without direct authority
- Lead marketing support planning and forecasting and evaluate investment effectiveness
- Prepare concise narratives, recommendations, and decision materials for executives and the Board
- Lead cross-functional analyses and projects with Product, Distribution, Marketing, Investments, Operations, Risk, Legal, Tax, and Finance teams
- Develop team capability through coaching, clear priorities, quality standards, and continuous improvement of product finance models, data, governance, and processes
Requirements
What you’ll need- University degree in Accounting, Finance, Business, Economics, or a related discipline
- 10+ years of progressive finance experience, including senior business partnership, financial planning and analysis, product economics, or profitability management
- Experience in wealth and asset management, investment products, or a comparable financial services environment
- Strong financial modeling capability across product P&Ls, pricing, break-even analysis, forecasting, business cases, capital deployment, and return on investment
- Ability to translate AUM, flows, market performance, fees, expenses, and capital usage into earnings, margin, and profitability implications
- Ability to challenge assumptions, manage ambiguity, lead complex cross-functional initiatives, and influence senior stakeholders without direct authority
- Excellent executive communication and financial storytelling skills
- Advanced proficiency with Microsoft Excel and PowerPoint
- Experience with enterprise planning, reporting, and analytical tools
- Experience with mutual funds, ETFs, institutional investment products, segregated funds, or related product structures
- Knowledge of management fee economics, distribution arrangements, product governance, seed capital, and fund profitability practices
- Experience supporting product launches, pricing decisions, product rationalization, strategic partnerships, or marketing investment planning
- Experience preparing materials for executive committees, Boards, or formal product governance forums
- People leadership experience and a track record of developing high-performing finance talent
- Bilingualism (English and French) is an asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance