AVP National Accounts

• Serves as a senior relationship lead for assigned national and strategic dealer partners, acting as a key point of contact for head office stakeholders.
• Supports the development and execution of dealer-level strategies and account plans aligned to Mackenzie’s retail distribution priorities.
• Gathers and synthesizes insights on dealer strategy, asset mix, sales trends, and platform dynamics to inform sales and product positioning.
• Partners with internal retail sales teams to optimize sales outcomes, capture rates, and product mix across platforms.

• Executes on national account initiatives that drive sales growth, increase market share, and expand product penetration.
• Leads engagement with dealer research teams, analysts, and portfolio managers to support inclusion on recommended lists for mutual funds and ETFs.
• Coordinates preparation for investment due diligence, working closely with investment teams and internal partners.
• Contributes to the development of customized technical and sales content, in partnership with Marketing, Legal, and Compliance.
• Supports engagement with evolving distribution models and new partnership opportunities.

• Acts as a subject matter expert on Mackenzie’s investment solutions, aligning product offerings to dealer and client needs.
• Identifies and advances opportunities within dealer model portfolios and platform arrangements.
• Supports negotiation, implementation, and ongoing management of platform and distribution agreements.
• Oversees execution of sales support models and ensure seamless delivery of agreed-upon arrangements.
• Contributes to the management of significant AUM and revenue responsibilities across assigned accounts

• Support identification and advancement of sub-advisory and custom mandate opportunities with Canadian financial institutions.
• Partner with investment teams through due diligence, solution design, and implementation phases.
• Assist in ongoing servicing and relationship management for select high-value or legacy accounts.

• Collaborate closely with internal wholesalers, marketing, operations, compliance, and investment teams to ensure coordinated account coverage.
• Manage cross-functional resources to meet ongoing partner requirements and resolve dealer-level issues.
• Contribute to broader Retail Distribution initiatives and support alignment with firm-level priorities.
• Provide mentorship, guidance, and functional leadership within the national accounts team as appropriate.

• Bachelor’s degree preferably in commerce, business or economics, or a related field
• 8-10 years of experience in investment sales, relationship management, or financial services distribution
• Direct experience with mutual fund dealers, wealth platforms, or as a financial advisor strongly preferred
• Strong communication and presentation skills, with the ability to influence senior internal and external stakeholders.
• Demonstrated ability to manage complex relationships and execute strategic initiatives in a matrixed environment.

• Travel required to all offices globally to ensure consistency and quality control of workflows.
• Given time zones, often requires communication with Hong Kong based team in the evenings.

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• EMPLOYEE BENEFITS: competitive health and dental coverage; employer sponsored coverage for you and your family.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• INSURANCE: employer sponsored short-term and long-term disability.
• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

Mackenzie Investments