Wellington-Altus is seeking a skilled Investment Program Manager in Winnipeg or Toronto to lead the design of managed investment programs. Utilize your expertise in portfolio management to drive firm innovation.In this pivotal role, you will report to the VP, Investment Platform Support, shaping the future of Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA). Your responsibilities will encompass developing management policies, overseeing advisor adoption of tools, and ensuring compliance with regulatory obligations. This position calls for senior-level insights in investment practice management.Key Responsibilities:Design and manage UMA and SMA programsEnhance the UMA program for strategic alignmentCreate investment management policies and proceduresAdvise on trading platforms and portfolio managementSupervise advisor training and onboardingRequirements:Business or finance degree requiredAt least 10 years of financial services experienceCFA and/or CIM designation requiredFamiliarity with financial services technologyOutstanding analytical and communication skillsJoin Wellington-Altus to influence the future of investment management programs and advisor support.

📌 Investment Program Manager At Wellington-Altus (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg