Associate Vice-President, Central Overlay Group

3 weeks ago

Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

Associate Vice-President, Central Overlay Group - Operations

Location: This position will be based out of our Winnipeg or Ontario office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

  • Investment Executive 2024 Brokerage Report Card.

The opportunity:

Reporting to the Senior Vice-President, Operations, the Associate Vice President, Central Overlay Group - Operations will be responsible for all trade execution for Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel (WAPC), and Wellington-Altus USA (WA USA).

The incumbent will oversee a team comprised of portfolio administrators and analysts who are responsible for supporting all trade functions for WAPW, WAPC, WA USA as well as the Wellington-Altus managed account program including portfolio modelling, trading, and client trade requests.

The Associate Vice-President, Central Overlay Group Operations will also support Wellington-Altus discretionary investment advisors with their portfolio modelling requirements ensuring we deliver a superior service level.

Key responsibilities include:

  • Portfolio Modelling – Managed Accounts
    • Developing and implementing standard operating procedures to support trade administration for Wellington-Altus managed account program(s).
    • Overseeing daily functions of portfolio administrators ensuring client portfolios are managed as per target allocation.
    • Executing rebalancing based on model updates from Portfolio Managers for Wellington-Altus managed account programs.
    • Executing trade requests for WA USA ensuring accurate execution and settlement with the custodian.
    • Working collaboratively with project teams to transition the managed account program to a new Portfolio Management system ensuring all requirements identified and team is operationally ready.
    • Working with Portfolio Management team to launch and support SMA/UMA and ultimately UMH program.
  • Portfolio Manager Support
    • Supporting Wellington-Altus discretionary investment advisors with trade execution for their managed accounts.
    • Assisting Portfolio Managers with best practice modelling using Enterprise Portfolio Management software.
    • Delivering superior service to Portfolio Managers as well as clients within the Wellington-Altus managed account program.
  • People Management
    • Managing a team of portfolio administrators and analysts ensuring the timely execution of model updates.
    • Handling rebalancing and trade requests.
  • System Management
    • Working with the Envestnet team to manage Portfolio Management software, ensuring it meets the needs of managed platforms, as well as the needs of our Portfolio Managers.
  • Performing other duties as assigned.

The ideal candidate will possess:

  • A degree or diploma in business administration, economics, or equivalent combination of education and experience within the financial services industry.
  • 8+ years’ experience within financial services, preferably with SMA/UMA experience.
  • Successful completion of the Canadian Securities Course (CSC).
  • CFP and/or CFA designation is a strong asset.
  • Experience with Portfolio Management software (EnvestNet is an asset).
  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • An ability to demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
  • Strong written and verbal communication skills with a dedication to providing a superior level of service to Wellington-Altus branches & advisory teams.
  • An excellent attention to detail.
  • Excellent problem-solving skills.
  • Strong organizational skills, and an ability to manage multiple and competing priorities.
  • Strong critical thinking and written and verbal communication skills.

Conditions of employment:

  • Must be legally eligible to work in Canada.
  • Must be able to travel within Canada 0-5% of the time.
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

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