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Senior Portfolio Manager
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Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJoin our team at Wellington-Altus Private Wealth Inc. as a Senior Portfolio Manager, Supervision. In this role, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key Responsibilities:Supervise the activities of Portfolio Managers and ensure...
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Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJoin our team at Wellington-Altus Private Wealth Inc. as a Senior Portfolio Manager, Supervision. In this role, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key Responsibilities:Supervise the activities of Portfolio Managers and ensure...
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Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionWellington-Altus Private Wealth Inc. is seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key...
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Senior Portfolio Manager
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. As a key member of our investment team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key...
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Senior Portfolio Manager
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. As a key member of our investment team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key...
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Senior Portfolio Manager
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJoin our team at Wellington-Altus Private Wealth Inc. as a Senior Portfolio Manager, Supervision. In this role, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key Responsibilities:Supervise the activities of Portfolio Managers, including...
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Senior Portfolio Manager
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Portfolio Manager, SupervisionJoin our team at Wellington-Altus Private Wealth Inc. as a Senior Portfolio Manager, Supervision. In this role, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key Responsibilities:Supervise the activities of Portfolio Managers, including...
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Senior Portfolio Manager, Supervision
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Title: Senior Portfolio Manager, SupervisionWellington-Altus Private Wealth Inc. is seeking a highly skilled and experienced Senior Portfolio Manager, Supervision to join our team.Job Summary:The Senior Portfolio Manager, Supervision will be responsible for supervising the activities of Portfolio Managers at Wellington-Altus Private Wealth (WAPW) with a...
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Senior Portfolio Manager, Supervision
1 week ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
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Winnipeg, Manitoba, Canada Wellington-Altus Full timeSenior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key...
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Senior Portfolio Manager, Supervision
4 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeSenior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.Key...
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Senior Portfolio Manager, Supervision
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Winnipeg, Manitoba, Canada Wellington-Altus Full timeSenior Portfolio Manager, SupervisionAbout the Role:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
3 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeSenior Portfolio Manager, SupervisionAbout the Role:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
-
Senior Portfolio Manager, Supervision
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth Inc. As a key member of our investment team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
-
Senior Portfolio Manager, Supervision
1 month ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth Inc. As a key member of our investment team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
3 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
3 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth Inc. As a key member of our organization, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
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Senior Portfolio Manager, Supervision
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced and skilled Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth Inc. As a key member of our investment team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...
-
Senior Portfolio Manager, Supervision
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. The successful candidate will be responsible for supervising the activities of Portfolio Managers, ensuring compliance with regulatory requirements, and maintaining the highest standards of business conduct.Key...
Senior Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. as an Associate Vice-President, Central Overlay Group Operations. This is a unique opportunity to work with a top-rated investment dealer in Canada and one of Canada's Best Managed Companies.
Key Responsibilities- Portfolio Modelling
- Develop and implement standard operating procedures to support trade administration for our managed account program(s).
- Oversee daily functions of portfolio administrators ensuring client portfolios are managed as per target allocation.
- Execute rebalancing based on model updates from Portfolio Managers for our managed account programs.
- Execute trade requests for our USA operations ensuring accurate execution and settlement with the custodian.
- Work collaboratively with project teams to transition the managed account program to a new Portfolio Management system ensuring all requirements identified and team is operationally ready.
- Work with Portfolio Management team to launch and support SMA/UMA and ultimately UMH program.
- Portfolio Manager Support
- Support our discretionary investment advisors with trade execution for their managed accounts.
- Assist Portfolio Managers with best practice modelling using Enterprise Portfolio Management software.
- Deliver superior service to Portfolio Managers as well as clients within our managed account program.
- People Management
- Manage a team of portfolio administrators and analysts ensuring the timely execution of model updates.
- Handle rebalancing and trade requests.
- System Management
- Work with the Envestnet team to manage Portfolio Management software, ensuring it meets the needs of managed platforms, as well as the needs of our Portfolio Managers.
- Other Responsibilities
- Perform other duties as assigned.
- A degree or diploma in business administration, economics, or equivalent combination of education and experience within the financial services industry.
- 8+ years' experience within financial services, preferably with SMA/UMA experience.
- Successful completion of the Canadian Securities Course (CSC).
- CFP and/or CFA designation is a strong asset.
- Experience with Portfolio Management software (EnvestNet is an asset).
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- An ability to demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Strong written and verbal communication skills with a dedication to providing a superior level of service to our branches & advisory teams.
- An excellent attention to detail.
- Excellent problem-solving skills.
- Strong organizational skills, and an ability to manage multiple and competing priorities.
- Strong critical thinking and written and verbal communication skills.
- Must be legally eligible to work in Canada.
- Must be able to travel within Canada 0-5% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
We are a top-rated investment dealer in Canada and one of Canada's Best Managed Companies. 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.
If you require accommodation for the recruitment process, please let us know at the point of application.
