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
- Solid 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.
📌 Investment Operations Manager at Q Wealth (Toronto)
🏢 QWealth Partnership
📍 Toronto
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