Managed Account Supervisor - [SPB-278]

Managed Account Supervisor - [SPB-278]

12 Jul
|
Canaccord Genuity Group
|
Toronto

12 Jul

Canaccord Genuity Group

Toronto

Managed Account Supervisor Toronto Job #5317 Summary: We are currently looking for a Managed Account Supervisor. The role of the Managed Account Supervisor is to oversee Canaccord Genuity Wealth Managements managed account platforms, working directly with Investment Advisors to support their managed account business. To be successful in this role, the ideal candidate will require leadership qualities, excellent communication skills combined with the ability to prioritize, manage and delegate a complex workload.



As an expert in the field, the successful candidate will be responsible for maintaining ongoing relationships with Advisors as well as providing managed account supervision.

The successful candidate will have an extensive understanding of managed accounts, portfolio management as well as IIROC regulations pertaining to managed accounts. This position reports to the Managing Director, Platform, Products & Services.



Domestic travel will be required for this role. Responsibilities: Advisory Relationships: Work with our national team of Investment Advisors to: Support the construction of discretionary model portfolios; Assist portfolio managers with the development and maintenance of models, ensuring an optimal client outcome and adherence to regulatory obligations; Assist portfolio managers in developing their value proposition, Investment Policy Statement and model constraints; Encourage and support the usage and uptake of the Envestnet ecosystem. Program Development: Maximize partnerships and synergies between departments by maintaining an understanding of Canaccord Genuity Wealth Managements products and services; Identify gaps and present solutions to ensure Canaccord Genuitys managed account platform remains an industry leader; Liaise with external asset managers to identify solutions for Canaccord Genuity Wealth Managements Unified Managed Account Platform; Work with an external consultant to ensure existing external asset managers remain a good fit for Canaccord Genuity Wealth Managements Unified Managed Account Platform.



Supervision: Supervise Canaccord Genuity Wealth Managements managed account platforms, reviewing daily, weekly, monthly and quarterly results as required; Provide a comprehensive review of the Private Investment Management platform on a quarterly basis; Identify and address policy and regulatory concerns as they arise; Maintain and enhance existing supervisory policies, procedures and processes as needed. Leadership: Provide leadership and guidance to other team members, ensuring a team orientated, collaborate environment. Skills & Qualifications: Completion of the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation; IIROC licensed as a Portfolio Manager and ability to be registered as a Managed Account Supervisor; 10 years of relevant experience; Experience in a leadership capacity; Investment industry knowledge is an asset; Experience with Envestnet and Dataphile is an asset; Strong knowledge of Microsoft Office (Word, Excel, PowerPoint); Excellent verbal and written communication skills, with impeccable presentation skills; Ability to work effectively and independently in team environments; Proven supervisory skills.

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/32231273/managed-account-supervisor-spb-278-toronto/?utm_source=html

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