Discover a rewarding role as a Public Assets Specialist with Nicola Wealth. This hybrid position focuses on client engagement and investment strategy communication. Reporting directly to the Head of Public Assets, you'll collaborate with portfolio managers and wealth advisors to translate complex investment strategies into accessible insights. The role involves not just client support but also requires operational involvement in product development and market positioning. Key Responsibilities:
Collaborate with investment teams on client strategies
Create and maintain marketing and client communications
Present at meetings and industry events with expertise
Analyze market trends for product development
Assess and optimize product performance Requirements:
Minimum 10 years in asset and product management
Solid expertise in equity and fixed income
Proven experience with high-net-worth clients
Bachelor's Degree in finance or relevant discipline
Preferred CFA designation Engage with clients confidently as you support public assets at Nicola Wealth. #J-18808-Ljbffr

📌 Nicola Wealth Hybrid Public Assets Specialist Toronto
🏢 Nicola Wealth
📍 Toronto