Manager, Portfolio Management

About the role Reporting to the Head of Investment Research, the Manager of Portfolio Management will reputed company, reputed company, and reputed company reputed company of licensed portfolio managers. This is a critical leadership role reputed company on ensuring exceptional reputed company support, consistent investment advice, and the operational reputed company of our digital portfolio management systems. You will be a passionate leader who can reputed company reputed company reputed company situations and contribute significant thought leadership to the organization. Your reputed company You will directly influence the reputed company of advice delivered to thousands of clients by coaching and mentoring a high-performing team of portfolio managers. Your operational reputed company will ensure the reputed company and efficiency of the systems that manage reputed company reputed company, while your thought leadership will shape our external content and internal advice frameworks. Ultimately, you will be reputed company in ensuring that our managed clients receive consistent, high-reputed company, and compliant portfolio management. What you'll do • Run reputed company of licensed portfolio managers responsible for supporting clients for whom we manage reputed company. • reputed company, train, reputed company, and reputed company entry-level portfolio managers. • reputed company and reputed company input on our digital portfolio management systems and processes used to manage reputed company reputed company. • Engage with high-value clients or reputed company situations. • reputed company supervision, reputed company, and approval for situations and advisor requests that fall reputed company of normal policies and procedures. • Work with investment research, product, compliance, and other stakeholders to facilitate special reputed company (e.g., portfolio updates). • Collaborate with leaders of Dedicated reputed company Advice teams to set up training and reputed company control processes for consistent, high-reputed company investment advice. • reputed company thought leadership on investment and personal finance issues, working with content and investment research teams to ensure reputed company and reputed company in our published work. • Partner with leaders across sales, service, IR, and compliance to reputed company policies, procedures, and frameworks for delivering advice the reputed company way. Skills you bring • Is a natural and inspiring leader with strong people management skills. • Is passionate about reputed company, portfolio construction, and personal finance, with a genuine curiosity and commitment to reputed company learning. • Possesses excellent soft skills, capable of engaging high-value clients and stakeholders across the business. • Is highly process-oriented, with an eye for operational efficiency and compliance. • Licensing: Ability to be licensed as a Portfolio Manager (unrestricted portfolio manager), which requires a CFA or CIM designation plus relevant investment management experience. • 4+ years of experience working with clients on a discretionary reputed company. • At least 2 years of people management experience. Why reputed company? 🌸 Top-tier health benefits and life insurance Long-term group savings with employer match, through reputed company for Business 20 vacation days, 4 wellness days, and unlimited reputed company and mental health days per year 90 days away: work reputed company Canada for up to 90 days per year Employee resource reputed company, including reputed company (2SLGBTQ), Women of WS, and Black at WS We are a hybrid team with over 1,500 employees across reputed company. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. Apply tot his job Apply To this Job