Funds & ETFs Platform Manager

Position Summary:

The Funds & ETFs Platform Manager is responsible for managing the Bank’s mutual fund and ETF platform end-to-end. The role owns the approved product universe, fund manager relationships, product lifecycle, exposure monitoring, investment opportunity generation, platform governance and business support. The position ensures that the fund and ETF offering is robust, well governed, aligned with the Bank’s investment strategy and corporate framework, and effectively supported across advisory and commercial channels.

Position Duties / Responsibilities

Funds & ETFs Platform Ownership and Product Lifecycle

• Own and manage the Bank’s mutual fund and ETF platform, including the approved universe, product range, governance, product lifecycle, and alignment with the Bank’s investment strategy.

• Determine, maintain, and review the selected universe of mutual funds and ETFs.

• Manage product onboarding, maintenance, changes, removals, documentation, and platform updates.

• Ensure product information, materials, and platform data are accurate, updated, and available to users.

Fund Manager Relationships & Commercial Coordination

• Maintain relationships with external fund managers and asset managers, ensuring timely access to product updates, portfolio insights, market views, and strategy information.

• Coordinate approved commercial and educational initiatives, including client events, training sessions, and sponsorship arrangements.

• Ensure activities are conducted in line with internal policies, compliance requirements, and business priorities.

Bank Book Exposure Oversight

• Monitor the Bank’s exposure by fund, strategy, and asset manager to assess positioning, concentration levels, and potential risks.

• Maintain oversight of AUM, flows, product usage, and concentration trends.

• Support decision-making on fund manager relationships, product prioritization, platform governance, and risk escalation.

Fund & ETF Selection Coordination and Monitoring

• Coordinate with the Global Funds Unit on the selection, review, and monitoring of mutual funds and ETFs.

• Ensure approved lists, watchlist actions, and product recommendations are implemented and followed locally.

• Monitor the selected universe and escalate relevant performance, risk, liquidity, manager, or product issues as needed.

Investment Ideas and Business Support

• Identify investment opportunities within the mutual fund and ETF universe aligned with the Bank’s investment strategy.

• Translate opportunities into product recommendations, investment proposals, and portfolio ideas.

• Support advisors, bankers, and investment teams with product expertise, investment rationale, comparative analysis, and implementation support.

Alternative Fund Requests and Off-Platform Review

• Support the review and approval of alternative investment fund requests, including off-platform and non-recommended funds.

• Assess product characteristics, risks, suitability considerations, operational requirements, and documentation needs.

• Coordinate with internal stakeholders in accordance with established policies, governance standards, and approval frameworks.

• Lead, coach and develop team members by providing ongoing guidance, prioritization and performance feedback to ensure the effective delivery of fund platform management, reporting, monitoring and business support activities. Oversee workload allocation, review key deliverables and foster the development of technical expertise, analytical capabilities and product knowledge to support individual growth, operational excellence and overall team effectiveness.

• Other duties as assigned or requested by immediate supervisor.

Education:

Bachelor’s degree required or equivalent experience

Business Experience:

6 - 8 years of relevant experience or demostrated required level of proficiency

Specialized and/or Technical Knowledge:

• Strong knowledge of mutual funds, ETFs, asset allocation, and investment products.

• Fund selection, due diligence, and manager evaluation expertise.

• Understanding of financial markets, portfolio construction, and investment strategies.

• Product lifecycle management and platform governance experience.

• Strong analytical and quantitative skills, including AUM, flow, and exposure analysis.

• Ability to assess investment, liquidity, operational, and concentration risks.

• Commercial acumen and ability to identify investment opportunities and business initiatives.

• Ability to translate investment views into actionable product recommendations.

• Ability to work effectively across global and local teams and manage multiple priorities.

• Proficiency in Microsoft Excel, PowerPoint, and investment research tools (e.g., Morningstar, Bloomberg, FactSet).

• Knowledge of regulatory, compliance, and governance requirements applicable to investment products.

• Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.

• Ability to work closely and co-operatively in a small team environment.

• Excellent written and oral communications skills.

• Excellent organizational and time management skills.

Licenses / Certifications:

Chartered Financial Analyst (CFA) designation preferred.

Languages:

English and Spanish, required.