Product Manager, Investment Product Management

Product Manager, Investment Product ManagementLP Toronto, ON, CA
2 days ago Requisition ID: 1589
About UsLet us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.
At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.
Here’s the job opportunity…This position is an existing vacancy
As Product Manager, Investment Product Management, you will be responsible for the lifecycle management and operational oversight of the retail mutual funds offered through ivari’s segregated fund and Universal Life product portfolios. You will monitor product performance, lead fund changes, support regulatory and contractual obligations, and coordinate with internal teams and third‑party service providers to maintain accurate, compliant, and sustainable investment offerings. You also will as a subject‑matter expert and primary contact for investment‑product matters involving internal stakeholders, third‑party mutual fund partners, service providers, and regulatory requirements.
Key Responsibilities
Manage assigned lifecycle, governance, and maintenance activities for ivari’s investment products
Oversee the lifecycle of the investment options offered through ivari’s segregated fund and Universal Life product portfolios
Collaborate with various departments to assess product implications, viability, and ensure alignment with contractual, regulatory, operational, and customer requirements, and deliver coordinated outcomes
Monitor fund performance, asset flows, product utilization, fees, and operational considerations, and support Actuarial in reviewing product and pricing implications across retail mutual funds and segregated funds
Coordinate with fund managers, service providers, and internal operations teams to ensure accurate reporting, timely updates, and effective fund administration
Lead the planning and implementation of fund additions, substitutions, mergers, etc., and ensure product communications and marketing materials are compliant
Serve as the subject‑matter expert for investment products and provide timely guidance to internal committees, business partners, and external stakeholders
Provide training, product updates, and strategic insights to distribution partners, advisors, and client‑facing teams
Coordinate recurring third‑party deliverables, ensuring they are complete, accurate, and delivered within established service standards
Support Budget projection deliverables in a timely manner
What we are looking for…
Five or more years of experience in investment product management, insurance, asset management, or financial services
Strong knowledge of mutual funds, segregated funds, Universal Life investment structures, asset classes, fees, performance measures, and fund administration
Experience coordinating cross‑functional initiatives
Knowledge of applicable insurance, securities, privacy, and market‑conduct requirements, including relevant OSFI, FSRA, and CIRO frameworks
Strong analytical, written communication, presentation, and project management skills
Ability to manage multiple priorities and deliverables in a regulated, deadline‑driven environment
University degree in finance, business, economics, or a related field
Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint
CFA designation, MBA, or a recognized financial planning credential is an asset
Experience with Morningstar Direct is considered an asset
What we pay…$79,000 - $108,000
What's in it for youAt ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.
We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…
Competitive compensation and annual bonus opportunity
Comprehensive health and dental benefits [for you and your family]
Pension and employee savings plans with company matching contributions
Hybrid work arrangement with dedicated in‑office collaboration days
Competitive vacation and paid time‑off programs
Professional development and continuous learning opportunities
Collaborative culture where individual contributions have visible impact
Wellness programs supporting physical and mental health
Who you are…Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…
Bringing clarity and focus to your work
Taking ownership and doing what you say you will
Remaining flexible
Collaborating with others
Does this sound like you? We’re looking for great people to join our team!
Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.
A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email View email address on ca.hrm.tc .
About UsLet us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.
At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.
Here’s the job opportunity…This position is an existing vacancy
As Product Manager, Investment Product Management, you will be responsible for the lifecycle management and operational oversight of the retail mutual funds offered through ivari’s segregated fund and Universal Life product portfolios. You will monitor product performance, lead fund changes, support regulatory and contractual obligations, and coordinate with internal teams and third‑party service providers to maintain accurate, compliant, and sustainable investment offerings. You also will as a subject‑matter expert and primary contact for investment‑product matters involving internal stakeholders, third‑party mutual fund partners, service providers, and regulatory requirements.
Key Responsibilities
Manage assigned lifecycle, governance, and maintenance activities for ivari’s investment products
Oversee the lifecycle of the investment options offered through ivari’s segregated fund and Universal Life product portfolios
Collaborate with various departments to assess product implications, viability, and ensure alignment with contractual, regulatory, operational, and customer requirements, and deliver coordinated outcomes
Monitor fund performance, asset flows, product utilization, fees, and operational considerations, and support Actuarial in reviewing product and pricing implications across retail mutual funds and segregated funds
Coordinate with fund managers, service providers, and internal operations teams to ensure accurate reporting, timely updates, and effective fund administration
Lead the planning and implementation of fund additions, substitutions, mergers, etc., and ensure product communications and marketing materials are compliant
Serve as the subject‑matter expert for investment products and provide timely guidance to internal committees, business partners, and external stakeholdersProvide training, product updates, and strategic insights to distribution partners, advisors, and client‑facing teams
Coordinate recurring third‑party deliverables, ensuring they are complete, accurate, and delivered within established service standards
Support Budget projection deliverables in a timely manner
What we are looking for…
Five or more years of experience in investment product management, insurance, asset management, or financial services
Strong knowledge of mutual funds, segregated funds, Universal Life investment structures, asset classes, fees, performance measures, and fund administration
Experience coordinating cross‑functional initiatives
Knowledge of applicable insurance, securities, privacy, and market‑conduct requirements, including relevant OSFI, FSRA, and CIRO frameworks
Strong analytical, written communication, presentation, and project management skills
Ability to manage multiple priorities and deliverables in a regulated, deadline‑driven environment
University degree in finance, business, economics, or a related field
Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint
CFA designation, MBA, or a recognized financial planning credential is an asset
Experience with Morningstar Direct is considered an asset
What we pay…$79,000 - $108,000
What's in it for youAt ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.
We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…
Competitive compensation and annual bonus opportunity
Comprehensive health and dental benefits [for you and your family]
Pension and employee savings plans with company matching contributions
Hybrid work arrangement with dedicated in‑office collaboration days
Competitive vacation and paid time‑off programs
Professional development and continuous learning opportunities
Collaborative culture where individual contributions have visible impact
Wellness programs supporting physical and mental health
Who you are…Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…
Bringing clarity and focus to your work
Taking ownership and doing what you say you will
Remaining flexible
Collaborating with others
Does this sound like you? We’re looking for great people to join our team!
Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.
To apply, please email your resume to: View email address on ca.hrm.tc
A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email View email address on ca.hrm.tc .
** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants**#J-18808-Ljbffr