Manager, Managed Accounts in Winnipeg

Lead day-to-day operations as the Manager of Managed Accounts at Wellington-Altus in Winnipeg or Toronto. Oversee trading, account administration, and team management in a dynamic role. Wellington-Altus Financial Inc. seeks a Manager, Managed Accounts, to oversee managed account operations and Private Platinum Portfolios.

This role demands collaboration with portfolio managers, advisors, and service providers to ensure efficient operations. The successful candidate will also support the enhancement of trading platform systems, ensuring best practices and efficiency. Key Responsibilities: • Supervise the managed accounts team's daily operations • Allocate resources to align with business needs • Resolve operational and client-related issues • Manage trade order processes with stakeholders • Oversee daily trading across various securities Requirements: • Post-secondary education in Business or Administration • Experience with portfolio management platforms like Envestnet • CFA candidate or CIM designation preferred • Strong communication and organizational skills • High attention to detail and client service focus Drive effective managed account operations and enhance trading support at Wellington-Altus, utilizing your strong analytical skills. #J-18808-Ljbffr