Manager, Managed Accounts

Job description

Manager, Managed Accounts Location : This posting is for an existing vacancy in Wellington-Altus’ Winnipeg or Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2025 Brokerage Report Card. The opportunity: The Manager, Managed Accounts will be primarily responsible for the day-to-day operations of the Wellington-Altus Private Wealth (WAPW) managed account programs including its Private Platinum Portfolios using the Envestnet trading platform. The role will encompass oversight, trading and administration of the program, including periodic rebalancing. The role is responsible for carrying out all activities in an effic...