Hybrid Wealth Operations Manager

Position: Hybrid Wealth Operations Manager Opportunity
Join Successful Investor Wealth Management as a Wealth Operations Manager in North York, Toronto. This hybrid role offers a chance to take charge of wealth management operations and lead a team towards success.

With over 20 years in the industry, Successful Investor Wealth Management seeks a candidate with a solid financial and operational background. You'll oversee key functions such as portfolio management and compliance, while motivating your team to achieve excellence in service delivery. Your experience in process improvement will be essential to enhance operational workflows.

Key Responsibilities:

• Manage daily business operations and team productivity

• Develop strategies for efficient portfolio administration

• Analyze and improve internal processes for better outcomes

• Collaborate with external partners to streamline operations

• Ensure adherence to compliance standards and documentation

Requirements:

• Bachelor’s degree in a relevant field

• 5+ years in related wealth management roles

• Ability to register with the Ontario Securities Commission

• Strong knowledge of investment operations and fund accounting

• Excellent leadership and communication abilities

Lead a transformative change in wealth management operations with Successful Investor Wealth Management.
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