Job Description
Director & Portfolio Manager, On Strategy Portfolio - Toronto
Requisition ID: 264781
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
Oversees the On Strategy Portfolio Management team, ensuring business strategies, plans and initiatives are executed in compliance with governing regulations, internal policies, procedures and best practices. Leads portfolio rebalancing, model maintenance, order generation and cash management across the business. Builds and sustains the team as a centre of excellence for in-field Wealth Managers and their teams, with a focus on high client satisfaction. Applies deep expertise and sound judgment to improve processes, technology, risk management and organizational effectiveness.
Works closely with operations and technology teams to implement regulatory and platform changes, applying an operational lens to direct and embed changes across the...
Requisition ID: 264781
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
Oversees the On Strategy Portfolio Management team, ensuring business strategies, plans and initiatives are executed in compliance with governing regulations, internal policies, procedures and best practices. Leads portfolio rebalancing, model maintenance, order generation and cash management across the business. Builds and sustains the team as a centre of excellence for in-field Wealth Managers and their teams, with a focus on high client satisfaction. Applies deep expertise and sound judgment to improve processes, technology, risk management and organizational effectiveness.
Works closely with operations and technology teams to implement regulatory and platform changes, applying an operational lens to direct and embed changes across the...