Join Wellington-Altus as the Manager, Managed Accounts to oversee investment operations. This role in Winnipeg or Toronto requires expertise in trade management and client service.
As the Manager of Investment Operations, you will handle the daily management of managed account programs, particularly using the Envestnet trading platform. This includes ensuring compliance, facilitating communication among teams, and enhancing the trading process. Your ability to navigate complex financial operations will be vital for successful account administration and client engagement.
Key Responsibilities:
• Direct daily operations for managed account programs
• Manage the execution of trades across investment products
• Collaborate to document and refine trade management workflows
• Assist with regulatory compliance and audits
• Build partnerships to enhance managed account services
Requirements:
• Post-secondary education in Business or related discipline
• Experience...