Strategic Portfolio Management Professional

2 days ago

Oakville, Ontario, Canada Société Financière Manuvie Full time

Job Summary

Société Financière Manuvie seeks an experienced Strategic Portfolio Management Professional to supervise the firm's discretionary Advisor Managed Program for advisors managing client assets in Canada and the United States. The successful candidate will oversee Associate Portfolio Managers and Portfolio Managers, ensuring accounts are managed according to established program framework.

Key Responsibilities:

  • Supervise trading activities of Portfolio Managers to ensure prudence and alignment with established program framework
  • Review and approve model portfolios submitted by Associate PMs, suggesting improvements where necessary
  • Monitor activity of all PMs using designated portfolio management system
  • Ensure trading activity aligns with customer-signed Investment Policy Statements

Individual Accountabilities:

  • Ensure Portfolio Managers' trading activities are prudent and fall within established program framework
  • Review and approve model portfolios submitted by Associate PMs, suggesting changes or improvements where vital
  • Review and approve Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessary
  • Monitor the activity of all PMs in the program using the designated portfolio management system
  • Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements

Supervisory Responsibilities:

  • Supervise Associate Portfolio Managers and Portfolio Managers in accordance with Manulife standards and regulatory standards prescribed by IIROC
  • Articulate and promote standard methodologies with respect to discretionary portfolio management
  • Serve as Subject Matter Expert of the use of the designated portfolio management system
  • Conduct and document formal annual performance reviews of the PMs
  • Participate in quarterly Managed Accounts Committee meetings to report on advisor conduct
  • Assess client KYC parameters against investments in the account

Collaboration and Contribution:

  • Contribute to the firm's Investment Committee and other relevant working groups
  • Contribute to the review of asset allocation mixes and asset class assumptions in our model portfolios and our financial planning software
  • Actively provide feedback on advisor's usage of various vehicle types and investments with the goal of helping provide an appropriate investment offering

Requirements:

  • Minimum 15 years experience in financial services industry
  • Supervising Portfolio Manager Designation required
  • CFA/CAIA/CIMA or MBA preferred
  • Dealer and Asset Management experience preferred
  • Experience working with independent and employee advisors servicing clients across North America
  • Ability to set goals, work independently and drive results
  • Experience with presentation development and delivery

Compensation and Benefits:

The estimated annual salary for this position is $120,000 - $150,000, commensurate with experience and qualifications. Additional benefits include a comprehensive health insurance package, retirement savings plan, and opportunities for professional growth and development within Société Financière Manuvie.

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