The Investment Products, Marketing and Strategy team is the team responsible for all securities products offered by Primerica. The team works closely with the Executive Leadership team and business line leaders to solve business problems through research, analysis and compelling recommendations. Investment Products, Marketing and Strategy team members have access to a unique vantage point to participate and shape some of the most important strategic decisions for Primerica.
Primerica is looking for candidates at the Vice President – Investment Products level, who are team-oriented, critical thinkers with a passion for solving business problems. The ideal candidate will be a self-starter, comfortable in high visibility settings, be able to innovate, and build a deep working knowledge of Primerica’s unique capabilities and assets. Successful candidates may work alone in some projects and may work with large teams in other projects. Ongoing management and review of all securities products offered by Primerica – this includes reviewing performance of existing products, fund managers, portfolio managers, sub-advisors etc. Prepare materials and lead product shelf and performance review meetings for securities products
Lead and coordinate project management with internal and external stakeholders for Investment Products related initiatives
Act as the subject matter expert on industry tools and technology (Morningstar, Client Data Now etc.)
Manage the Primerica securities microsite and ensure that all product related information and content on the microsite is updated on a regular basis
Co-ordinate US / Canada special projects and initiatives
Identify and implement initiatives in conjunction with Training & Development teams to support mutual fund licensing growth and continuing education activities
Work closely with the Investment Marketing team to
Support Primerica investment products marketing objectives in Canada
Facilitate regulatory requirements for mutual fund and segregated fund reporting (Fund Facts, Management Report of Fund Performance (MRFP), Simplified Prospectus)
The VP Investment Products will be an integral part of the Investment Products, Marketing and Strategy team, and will be expected to act as a highly fungible resource. The focus of the Investment Products team can vary from time to time, and the successful candidate will be expected to work on the immediate priorities for the business and the team at the time. Undergraduate / postgraduate degree from top-tier institution with exceptional academic performance
Strong financial orientation and project management experience
Experience with securities products and the securities regulatory environment in Canada
Strong understanding of Mutual Fund products, preferably with Mutual Fund product management experience. Mutual Fund License an asset (Canadian Securities Course or IFSE Mutual Funds Course)
Track record demonstrating excellent management, conflict resolution and interpersonal skills and the ability to establish and maintain effective working relationships
Exceptional planning and analytical skills, ability to discern research information / data and focus on the critical business issues
Proficiency with Excel, PowerPoint, Word, and other common business applications
It has been and will continue to be the policy of Primerica, Inc., We provide equal opportunity to all qualified individuals regardless ofrace, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Our office is located in Mississauga, ON.
Primerica is a leading distributor of financial products to Main Street households in the United States and Canada with 125,000+ licensed sales representatives. Primerica Canada’s roots date back to 1986 when the company began a revolutionary crusade to transform the life insurance industry. Primerica originated the “Buy Term and Invest the Difference” philosophy which encourages families to purchase affordable term life insurance so they can get the protection they need at a price they can afford and have more money to invest in their family's future.
Primerica’s Canadian Head Office in Mississauga is integral to the support and growth of our sales force. As the largest independent financial services marketing organization in North America,
Primerica Life Insurance Company of Canada has an A+ rating from A.M. From coast to coast, Canadian families have more than $100 billion dollars of life insurance coverage through Primerica
PFSL Investments Canada Ltd. currently administers more than $10 billion in Canadian assets
Primerica has the largest distribution force in Canada
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