Senior Portfolio Management Lead

17 hours ago


Oakville, Ontario, Canada Manulife Insurance Malaysia Full time

Manulife Financial Corporation is a leading international financial services provider. We help people make informed decisions and improve their lives.

Key Responsibilities:

We are seeking a Senior Portfolio Management Lead to oversee our discretionary Advisor Managed Program for advisors managing client assets in Canada and the United States. The successful candidate will supervise Associate Portfolio Managers and Portfolio Managers, ensuring accounts are managed according to our established program framework.

The Senior Portfolio Management Lead will be responsible for:

  • Ensuring Portfolio Managers' trading activities align with our established program framework
  • Reviewing and approving model portfolios submitted by Associate PMs, suggesting changes or improvements where necessary
  • Reviewing and approving Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessary
  • Maintaining oversight of all PMs in the program using our designated portfolio management system

Requirements:

  • Minimum 15 years of experience in the 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

Salary: $103,050 - $185,490 per year



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