Elevate your career in investment operations as a Manager at Q Wealth Partners in North York, Ontario. Lead a talented team while overseeing critical investment operations and client reporting.

In this pivotal role, you’ll manage daily investment operations, including trade operations and client reporting for a nationwide wealth management business. You will guide a team of 3-5 professionals, ensuring operational accuracy and efficiency. Your responsibilities will include monitoring operational risks, developing robust procedures, and responding to complex operational challenges within a dynamic environment.

Key Responsibilities:
• Manage daily investment operations across partner offices
• Oversee tax reporting activities and client inquiries




• Own governance frameworks for client reporting
• Coordinate operational technology enhancements and vendor relations
• Lead incident responses and operational projects

Requirements:
• 8+ years in wealth or asset management
• Robust analytical and communication skills
• Knowledge of NBIN, D1g1t, and investment regulations
• Proven leadership experience in project management
• Familiarity with U.S. custodial operations is a plus

Drive operational excellence and compliance in investment management with Q Wealth Partners.
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📌 Investment Operations Manager at Q Wealth (Ontario)
🏢 QWealth Partnership
📍 Ontario