Senior Portfolio Manager in Investment Practice

Join Wellington-Altus as a Senior Portfolio Manager focused on Investment Practice Management and UMA Program Design in Winnipeg or Toronto. Lead innovative investment solutions in a prestigious financial institution.

Reporting to the VP, Investment Platform Support, this senior role is key for overseeing the design and governance of UMA and Separately Managed Account programs. You will play a central role in shaping and refining investment practices, while providing guidance on portfolio management tools. This position requires leadership and strategic insights to ensure program compliance and competitiveness.

Key Responsibilities:

• Strategically design UMA and SMA investment programs

• Refine UMA programs for growth and scalability

• Establish investment management policies

• Act as an expert in portfolio management and trading

• Support advisor training and resource adoption

Requirements:

• Relevant degree or diploma in finance or business

• Over 10 years in financial services, strong in portfolio management

• Valid CFA or CIM designation required

• Experience with advisor platforms and workflow systems

• Excellent communication and organizational skills

Bring your expertise in portfolio management and program design to Wellington-Altus, where innovation meets excellence.
#J-18808-Ljbffr