Manager, Fee Products

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.

At Haywood, we foster long-term relationships with the companies we support through our often multiple financings in the capital markets and our ongoing advisory services. Our goal is not only to ensure the success of the venture, but also to build enduring value for our investors.

At Haywood, we continually strive to enhance our practice of providing clients with ideas and investments that are well-founded and profitable. Our greatest strength lies in our skilled and dedicated employees who are supported by a work environment that promotes creativity and performance.

Haywood Securities Inc. is seeking an experienced Manager, Fee Based Products to join our team in our Vancouver office Reporting to the Executive Vice President and Chief Operating Officer, this position plays a key role in supporting fee-based advisory investments s position is responsible for the administration, monitoring, and operational support of managed accounts, and advisory fee programs, ensuring compliance with CIRO regulations, firm policies, and client service standards.

The role also serves as a subject matter expert for advisors and internal partners on fee-based products and platforms.

• Support the ongoing maintenance and administration of fee-based accounts, including fee calculations and processing.
• Ensure accurate fee group setup, reconciliation, and exception resolution for fee-based accounts.
• Ongoing administration of SMA platform, including SMA fee set-up, calculation, processing and posting, & production tickets.
• Producing monthly SMA performance numbers report.

• Act as a subject matter expert on fee-based platforms, managed solutions, model portfolios, and third-party investment managers.
• Provide guidance to Investment Advisors and branch staff on program eligibility, features, pricing, and operational processes.

• Monitor fee-based accounts for adherence to regulatory requirements, firm policies, and best practices.
• Identify and escalate potential compliance, suitability, or billing issues.
• Assist with audits, regulatory inquiries, and internal reviews related to fee-based products.

• Post-secondary education in Business, Finance, Economics, or a related field.
• Registered as an RR required.
• Supervisory courses an asset.
• Additional designations (e.g., CIM or CFA) considered an asset.

• 10+ years of experience in brokerage operations, wealth management, or investment services.
• Strong hands-on experience with fee-based, discretionary, or managed account programs in a Canadian brokerage environment.
• Familiarity with CIRO regulations, KYC/KYP, suitability, and fee disclosure requirements.
• Strong understanding of fee-based investment products and advisory platforms.
• High attention to detail with excellent analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication skills and ability to work collaboratively with advisors and internal stakeholders.
• Proficiency with brokerage systems, portfolio management platforms, and Microsoft Office – advanced Excel skills required.

Haywood understands that its greatest strength lies in our skilled and dedicated employees. Whether you are just starting out in the work force or beginning a new career path, Haywood offers a challenging environment well-suited to those with an entrepreneurial spirit.

Haywood believes in supporting its employees to enable them to meet their full potential. We offer competitive salaries as well as opportunities for professional and personal development. We also offer a full suite of competitive benefits which includes extended health, dental, long-term disability, life insurance and accidental death and dismemberment coverage.

Permanent full-time

$80,000 - $120,000, based on experience and qualifications

Please note, to be considered for employment at Haywood, candidates will need to provide proof of eligibility to work in Canada. We would like to thank all candidates for their interest in this position, however only qualified candidates will be contacted. No phone calls will be accepted.