Managed Accounts Manager at Wellington-Altus

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: • Post-secondary education in Business or Administration • Experience with managed accounts and trading platforms • Proficiency with MS Office and portfolio management tools • Strong communication skills for client interaction • Analytical mindset for problem-solving in investment management Become a pivotal part of Wellington-Altus by ensuring excellence in managed account operations. #J-18808-Ljbffr