Analyst for Wealth Management Support

Join Wellington-Altus as an Investment Practice Management Analyst, supporting operations in Winnipeg or Toronto. Contribute to advisor-facing platforms and manage diverse investment initiatives. In this role, you will report to the Senior Manager and play a vital part in executing investment programs and platform enhancements.

As the Analyst, you will ensure effective operational documentation and facilitate advisor onboarding onto the Envestnet platform. Collaborate with cross-functional teams to track project statuses and resolve issues promptly. Key Responsibilities: • Support daily operations of the Envestnet investment platform • Maintain and execute portfolio model updates • Assist in preparing advisor-facing guides and documentation • Document workflows and program requirements consistently • Coordinate training sessions across various mediums Requirements: • Degree in business, finance, or related field • 3-5 years in analytical or operations roles • Experience with investment platforms preferred • Proficient in MS Office suite, especially Excel • Strong interpersonal and problem-solving skills Enhance your career by leveraging your analytical skills in a supportive investment environment with Wellington-Altus. #J-18808-Ljbffr