Take charge of Managed Accounts at Wellington-Altus. This role in Winnipeg or Toronto focuses on operational management, trading, and client engagement to drive account success.
As the Manager of Managed Accounts, you will oversee day-to-day operations of Private Wealth managed account programs. Key responsibilities include managing portfolios using the Envestnet trading platform, rebalancing accounts, and ensuring efficient interactions with internal teams and external providers. This position requires a strong understanding of investment management to effectively supervise operations and engage with stakeholders.
Key Responsibilities:
• Lead daily operations of the managed accounts team
• Manage trading and execution for multiple investment products
• Collaborate on process improvements for trade order management
• Support client needs through effective trading and account monitoring
• Engage in the enhancement of trading platforms and processes
Requirements:<...