Wellington-Altus Investment Accounts Manager

Lead investment operations as the Manager of Managed Accounts at Wellington-Altus. This role supports trading and account management in Winnipeg or Toronto for high-net-worth clients.
In this managerial position, you will direct the activities of the Managed Accounts team, focusing on the Envestnet trading platform and ensuring precision in managing client investments. Your responsibilities will include overseeing trade execution and collaborating with various stakeholders to enhance operational efficiencies. A solid grasp of financial concepts and client service is essential to thrive in this role.
Key Responsibilities:
• Supervise managed accounts team and operations
• Oversee daily trading activities for diverse investment instruments
• Implement process enhancements within order management
• Liaise with advisors and support trading-related inquiries
• Support strategic initiatives and platform improvements
Requirements:
• Degree in Business or related fie...