Managed Accounts Operations Manager Role
Wellington-Altus Financial Inc. • winnipeg, Canada
Role Description
Step into a key leadership role as Manager of Managed Accounts at Wellington-Altus in Winnipeg or Toronto, leading efficient trading and operations workflows. Manage a high-performance team while enhancing client services.
The Manager will be responsible for overseeing the operational processes of managed accounts, ensuring efficient trading and administration of the Private Platinum Portfolios. This role involves collaboration with various advisors, teams, and external partners. You will also play a crucial role in improving the Envestnet trading platform.
Key Responsibilities: • Manage daily operations of managed accounts team • Ensure effective service delivery and resource allocation • Address operational and client issues promptly • Collaborate on trade order management enhancements • Supervise trading activities in multiple asset classes
Requirements: • Degree in Business or related field • Previous managing experience in investment accounts • Familiari...
The Manager will be responsible for overseeing the operational processes of managed accounts, ensuring efficient trading and administration of the Private Platinum Portfolios. This role involves collaboration with various advisors, teams, and external partners. You will also play a crucial role in improving the Envestnet trading platform.
Key Responsibilities: • Manage daily operations of managed accounts team • Ensure effective service delivery and resource allocation • Address operational and client issues promptly • Collaborate on trade order management enhancements • Supervise trading activities in multiple asset classes
Requirements: • Degree in Business or related field • Previous managing experience in investment accounts • Familiari...