Portfolio Management Leader
3 days ago
As a Portfolio Management Leader, you will play a pivotal role in the strategic development and day-to-day management of Manulife Wealth's fee-based investment programs. Working closely with Program Directors, you will lead the charge in trading our centrally managed accounts and collaborate with internal teams to support daily management and regular deliverables.
- Support the day-to-day management of fee-based programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
- Initiate trades in response to sub-advisor trade recommendations, client cash flow requests, and managed account overlay activities.
- Monitor orders for timely and accurate execution.
- Work with the Trade Desk to investigate and correct trading errors involving centrally traded accounts.
About the Role
This position requires strong leadership skills, with 10+ years of experience in fee-based programs and/or managed accounts strongly preferred. A general technical proficiency is essential, with a focus on core business applications such as Microsoft Office, Dataphile, and Portfolio Management Tools.
- University degree in business, finance, math, statistics, or a related area is an asset.
- Completion of the Trader Training Course would be an asset.
- CIM or CFA designation would be an asset.
What We Offer
We offer competitive compensation, with an estimated salary range of $120,000 - $180,000 per year, based on location and performance. In addition to a comprehensive benefits package, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, we also offer various retirement savings plans and financial education and counseling resources.
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