Manager, Managed Accounts

2 weeks ago


Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Managed Accounts

**Reporting To**:
Vice President, Managed Accounts

**Job Id**:
PS - 022

**Job Level**:
L5

**Seniority Level**:
Mid-Senior level

**Position Overview**:
Reporting to the Vice President, Managed Accounts, the incumbent will work closely with our Advisor teams, assisting them with all operational aspects in managing their fee-based program accounts.

**Duties & Responsibilities**:

- Oversee modeling and trading activity for discretionary accounts utilizing RGMP’s central service bureau platform.
- Oversee all portfolio accounting activity for all discretionary accounts are processed accurately and corporate actions elected on a timely basis.
- Oversee the production of quarterly and annual reports, ensuring data is accurate and delivered on a timely basis.
- Ensuring operational activity is compliant with firm policy and procedures.
- Implement updates to departmental procedures based on amended and/or new policies.
- Work with internal business analysts and third-party software vendors to streamline processes, maximize efficiency, minimize risk, and increase productivity.
- Transition Advisor teams onto the new platform and empower them to use the system to manage their book of business and grow their client base.
- Provide product and program expertise for Richardson Wealth’s operational projects.
- Manage and coach staff.

**Skills & Qualifications**:

- Minimum 5-10 years’ experience in a fee-based program
- Strong service orientation that will be reflected in professional client interaction and quality of service delivered.
- Proficient with portfolio management tools. Experience with Envestnet and/or Dataphile preferred.
- Strong understanding of portfolio management and trading best practices.
- Ability to work independently and with mínimal guidance.
- Very thorough and detailed oriented
- Excellent organizational, interpersonal, written and verbal skills
- Used to working under time constraints in high volume situations
- Flexible, team player, self-starter

**Education**:

- Undergraduate degree in Business preferred.
- CSC and Level one CFA completed preferred.


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