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Executive Vice-President, Investment Management

2 months ago

Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time
About the Role:

We are seeking a highly experienced and skilled Executive Vice-President, Investment Management to join our team at Wellington-Altus Private Wealth Inc. This is a unique opportunity to lead our investment management team and drive growth in our discretionary managed channel.

About Wellington-Altus Private Wealth Inc.:

Wellington-Altus Private Wealth Inc. is a leading investment dealer in Canada, with over $30 billion in assets under administration. We are a top-rated* investment dealer and one of Canada's Best Managed Companies. Our organization is committed to providing exceptional service to our clients and advisors, and we are seeking a talented individual to join our team.

Key Responsibilities:
  • Collaborate with the Executive Committee, Senior Management Team, and cross-functionally to align operational goals with overall company objectives
  • Deliver, implement, and monitor strategy, policy, and key performance indicators for the discretionary managed channel
  • Work with the President and portfolio management staff to position and promote the UMA & SMA program for relevant segments of IAs, APM/PM portfolios
  • Build strong partnerships with service providers and partners to support an exceptional IA and client experience
  • Provide ongoing support regarding recruitment & transition of new advisors to the WAPW platform
  • Develop and deliver guidance on the use of internally managed programs and third-party solutions
  • Provide ongoing support, training, and development opportunities for IAs, APM/PMs
  • Assess, recommend, and approve new APM and PM regulatory applications
  • Develop and write licensing submissions
  • Maintain day-to-day oversight of the UMA & SMA platform and coordinate with Independent Advisor Solutions (IAS)
  • Liaise with IAS with respect to portfolio positioning, strategic/tactical decisions, and trade rationale
  • Support distribution of manager commentaries and investment strategy communications for the UMA and SMA platforms to advisors
  • Oversight and direct supervision of discretionary PM's, including coaching and mentoring new Portfolio Managers
  • Ensure compliance with regulatory requirements, industry standards, and internal policies related to securities
  • Oversight of analysts supporting a range of activities, including new product due diligence, security risk ratings, and portfolio management committees
Requirements:
  • Bachelor's Degree or advanced degree in finance, business administration, economics, or related field of study
  • 10+ years securities industry experience, with at least 7+ years of leadership experience
  • 5+ years of Supervisory and Portfolio Management Experience
  • Direct field experience dealing with Investment Advisors and Portfolio Managers
  • Thorough understanding of Securities Industry products, capital markets, financial instruments, and investment strategies
  • Deep working knowledge of "best practices" in the financial services industry, with particular focus on portfolio management
  • Completion of applicable securities industry courses offered by the Canadian Securities Institute
  • Successful completion of the Chartered Financial Analyst (CFA) program and/or Chartered Investment Manager (CIM) designation
  • Current licensing as a Registered Representative (RR) with CIRO under the Portfolio Manager category or as an Advising Representative (AR) under the Portfolio Manager category
  • Knowledge and proficiency with portfolio management and risk modelling systems
  • Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook
  • Demonstrated high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals
  • Ability to develop and communicate on complex financial products/strategies
  • High attention to detail with the ability to handle multiple priorities at the same time
  • Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums
  • Excellent problem-solving skills
  • High tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities
  • Effective critical thinking and written and verbal communication skills
  • Strong work ethic and aim to succeed, demonstrate a high level of professionalism at all times
Conditions of Employment:
  • Must be legally eligible to work in Canada
  • Must be able to travel within Canada 10-15% of the time
  • Must possess current licensing as a Registered Representative (RR) with CIRO under the Portfolio Manager category or as an Advising Representative (AR) under the Portfolio Manager category
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment
Wellington-Altus Private Wealth Inc. is an Equal Opportunity Employer:

We are committed to equity and diversity within our community and welcome 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.