30 Sep
|
TD Bank Group
|
Toronto
30 Sep
TD Bank Group
Toronto
Advance your career as a Manager of Privately Managed Portfolios with TD in Toronto, Ontario. This role focuses on optimizing advisor operations and managing investment strategies for private clients. The Manager will be integral to the Wealth Investment Office, overseeing the Privately Managed Program with substantial assets under management.
Your responsibilities include enhancing compliance and streamlining processes in collaboration with various teams. Effective communication and a detail-oriented mindset are imperative. Key Responsibilities:
Oversee the design of the PMP and compliance frameworks
Implement enhancements with recent technology solutions
Collaborate across departments to ensure program effectiveness
Coordinate training and onboarding for Portfolio Managers
Facilitate communications through newsletters and program material Requirements:
Experience in investment or wealth management
Proficient in Excel, PowerPoint, and MS applications
Understanding of discretionary portfolio management principles
Bachelor’s degree; industry accreditation is a plus
Proven ability to build relationships and manage priorities Contribute to a team-oriented setting while enhancing portfolio management strategies at TD.
📌 Manager, Portfolio Management At Td Toronto
🏢 TD Bank Group
📍 Toronto