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Senior Portfolio Manager
Job Description & How to Apply Below
Become a Senior Portfolio Manager with Wellington-Altus in Winnipeg or Toronto. Lead the evolution of managed investment programs while ensuring regulatory compliance and strategic alignment.
In this role, you will provide strategic oversight for Unified Managed Account (UMA) programs at Wellington-Altus Financial Inc., recognized as one of Canada’s top investment firms. Your extensive background in financial services will guide the development of policies and tools that support advisors and enhance the firm's investment offerings. Expect to collaborate across teams to optimize program effectiveness.
Key Responsibilities- Oversee Unified and Separately Managed Account program governance
- Manage the UMA program’s competitive positioning
- Develop and implement investment management policies
- Act as subject matter expert on portfolio management
- Guide advisor training on investment platforms
- Business or finance degree, or equivalent experience
- Minimum of 10 years in financial services
- Active CFA or CIM designation is mandatory
- Familiarity with trading platforms and financial technologies
- Excellent communication and problem-solving abilities
Shape the future of investment management at Wellington-Altus, enhancing the experience for both advisors and clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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