Public Assets Product Specialist

Drive client engagement with Nicola Wealth as a Product Specialist in Public Assets. Leverage your expertise in public markets investing to connect portfolio management and wealth advisors effectively.

The Product Specialist role is pivotal in enhancing the impact of Asset Management at Nicola Wealth. With at least 10 years of experience, you will translate investment strategies and performance into insightful, client-ready communications. This hybrid position, based in Vancouver or Toronto, prioritizes collaboration with investment teams and supporting sales efforts to improve client understanding.

Key Responsibilities:

• Collaborate with investment teams on strategy and performance

• Communicate product positioning and investment narratives

• Represent the firm at client events and meetings

• Develop and maintain marketing and client materials

• Analyze market trends and client needs for product enhancements

Requirements:

• Minimum 10+ years in asset management

• Strong public markets and fund structures knowledge

• Bachelor’s degree in finance-related field

• CFA designation preferred

• Advanced Microsoft Office and financial system skills

Utilize your deep market insights and product knowledge to elevate client service at Nicola Wealth.
#J-18808-Ljbffr