07 Aug
|
Socket.dev
|
Vancouver
07 Aug
Socket.dev
Vancouver
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 performanceCommunicate product positioning and investment narrativesRepresent the firm at client events and meetingsDevelop and maintain marketing and client materialsAnalyze market trends and client needs for product enhancementsRequirements:Minimum 10+ years in asset managementStrong public markets and fund structures knowledgeBachelor's degree in finance-related fieldCFA designation preferredAdvanced Microsoft Office and financial system skillsUtilize your deep market insights and product knowledge to elevate client service at Nicola Wealth.#J-18808-Ljbffr
📌 Public Assets Product Specialist Vancouver
🏢 Socket.dev
📍 Vancouver