19 Oct
|
QWealth Partnership
|
Toronto
19 Oct
QWealth Partnership
Toronto
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 workplace.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 projectsRequirements: - 8+ years in wealth or asset management - Strong 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 plusDrive operational excellence and compliance in investment management with Q Wealth Partners.#J-18808-Ljbffr
📌 Investment Operations Manager At Q Wealth (Toronto)
🏢 QWealth Partnership
📍 Toronto