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Director, Research At Mackenzie Investments

Location: Toronto, Ontario

Job Description

Job Description

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $61.3 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $142 billion. We are committed to the financial success of investors, through their eyes.


Our Vision

Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.


Our Values

Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.


At Mackenzie Investments you can Build Your Career with Confidence by:

Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.


This role will have the following accountabilities:
Primary, Syndicated Research and Tracking (60%)
  • Lead multiple complex research projects, serving as IGM’s research expert and proactively investigating client needs, communicating study progress, and delivering actionable insights
  • Develop annual research calendar, budget and communication plan
  • Understand the appropriate use of advanced analytics, sampling and weighting
  • Manage and support research vendor relationships ensuring consistency in the delivery of research and tracking methodologies across the IGM group of companies.
  • Closely monitor, communicate, and leverage research insights to uncover opportunities that enable the organization to meet its vision and objectives
  • Partner with leaders across the enterprise to determine key business challenges that need to be improved/modified/eliminated and determine research approaches that can support them
  • Interpret research and insights to strengthen the story focusing on the “so-what” and “what-know”
Research Design and Innovation (30%)
  • Initiate strategic and creative delivery of research design, analysis and reporting
  • Work in partnership with the Digital and Innovation teams to develop the methodology for research design
  • Implement new research methods to uncover pain points in the journey, collect user feedback and communicate insights that inform digital and innovation projects
Thought Leadership & Governance (10%)
  • Become an advocate for fact-based decision making by communicating and promoting insights uncovered from research projects
  • Apply external market knowledge, internal context and roadmap, and history as a key lens to inform client focused decisions
  • Bring forward best practices in research and brand tracking methodologies
The successful candidate will have the following attributes:
  • 7+ years related work experience in research, previous experience in Financial Services research roles is a plus
  • BA/BS required, post graduate degree desirable
  • Collaborative, Proactive, Curious
  • Experience across an array of research types (e.g., voice of the customer, product development, service optimization, brand positioning etc.)
  • Ability to design studies, write questionnaires and plan/create insightful and actionable reports
  • Experience managing multiple, complex, high value projects simultaneously
  • Fluency in the basics of analytics, weighting and sampling
  • Excellent written and verbal communication skills and exhibits creativity and problem solving, a thirst for knowledge, and storytelling
  • Ability to drill into multiple/complex research / data sources and uncover/bring to life insights that business stakeholders can understand and use to improve/build their business
  • Comfortable managing multiple stakeholders’ needs and expectations; bring a strong sense of action and high-level of personal accountability and ownership
  • Develop collaborative working partnerships with cross-functional teams to ensure that insights are derived to inspire high impact business decisions. Proactively identifying opportunities for efficiency, automation, standardization and process simplification as needed
  • Capable of navigating in dynamic and complex organization environments

Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by May 3, 2019. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 14. The referral bonus for this position is 3.


External Applicants:

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.


Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.


File #19-61