19 Apr
|
IG Wealth Management
|
Winnipeg
19 Apr
IG Wealth Management
Winnipeg
Apply on Kit Job: kitjob.ca/job/2g9bdz
Position Details Director, Investment Programs responsible for leading the strategic oversight, development and execution of investment programs and portfolios, with a focus on model-driven programs such as iProfile and SMA. The role ensures alignment with client objectives, regulatory requirements and the firm’s investment philosophy, and collaborates with investment management, distribution, compliance and operations teams to deliver high-quality, customised portfolio solutions.
Responsibilities
Develop and manage investment programs (iProfile and SMA)
Enhance the advisory experience in iProfile (Non-Discretionary and Discretionary)
Develop additional program capabilities and flexibility across all programs
Continuously improve operating scale
Support the promotion and growth of the programs
Platform strategy & Innovation
Strategically advance all components of iProfile programs toward a single model-driven program
Develop future investment models and products
Advance integrated investment solutions for HNW clients (private assets, use of models and funds, etc.)
Investment program oversight and governance
Ensure all programs are within the corporate suitability framework
Maintain compliance with regulatory requirements
Build controls and mechanisms to adhere to investment targets
Strategic initiatives
Lead and/or support strategic initiatives within the investment solutions team
Requirements
Degree in Finance, Economics, Business or related field; Master’s degree (MBA, MSc Finance) or CFA charterholder preferred.
7+ years of experience in investment management,
portfolio construction or investment program management. Relevant investment management experience preferred.
Qualifications: CFA, CIM, experience with project initiatives.
Strong understanding of capital markets, asset allocation and portfolio management.
Experience with platform development or enhancements.
Perks
Competitive base salary (CAD 122,000–164,000), short-term incentive, health and well-being perks, retirement and savings plan, paid time off, career development.
Competitive health and dental coverage, short- and long-term disability plans.
Voluntary Defined Contribution Pension Plan.
Paid volunteer days, competitive time off including 10 wellness days, WorkPerks discount program, hybrid & flex work arrangements.
Inclusive culture and diversity initiatives: living core values of Be a Team, Be Accountable, Be Better; engagement through Business Resource Groups.
EEO Statement IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce. We encourage applications from all qualified candidates across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and all who may contribute to the further diversification of ideas.
Accessibility IG is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or information in an alternate format during the recruitment process, please contact the Talent Acquisition team to meet your needs.
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Apply on Kit Job: kitjob.ca/job/2g9bdz
📌 Director - Investment Programs (Winnipeg)
🏢 IG Wealth Management
📍 Winnipeg