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Manager, Managed Accounts

Employment Status
Permanent Full-Time
Toronto, ON
Managed Accounts
Reporting To
Vice President, Managed Accounts
Job Id
PS - 022
Job Level
Seniority Level
Mid-Senior level
Position Overview

Reporting to the Vice President, Managed Accounts, the incumbent will work closely with our Advisor teams, assisting them with all operational aspects in managing their fee-based program accounts.

Duties & Responsibilities
  • Oversee modeling and trading activity for discretionary accounts utilizing RGMP’s central service bureau platform.
  • Oversee all portfolio accounting activity for all discretionary accounts are processed accurately and corporate actions elected on a timely basis.
  • Oversee the production of quarterly and annual reports, ensuring data is accurate and delivered on a timely basis.
  • Ensuring operational activity is compliant with firm policy and procedures.
  • Implement updates to departmental procedures based on amended and/or new policies.
  • Work with internal business analysts and third-party software vendors to streamline processes, maximize efficiency, minimize risk, and increase productivity.
  • Transition Advisor teams onto the new platform and empower them to use the system to manage their book of business and grow their client base.
  • Provide product and program expertise for Richardson Wealth’s operational projects.
  • Manage and coach staff.
Skills & Qualifications
  • Minimum 5-10 years’ experience in a fee-based program
  • Strong service orientation that will be reflected in professional client interaction and quality of service delivered.
  • Proficient with portfolio management tools. Experience with Envestnet and/or Dataphile preferred.
  • Strong understanding of portfolio management and trading best practices.
  • Ability to work independently and with minimal guidance.
  • Very thorough and detailed oriented
  • Excellent organizational, interpersonal, written and verbal skills
  • Used to working under time constraints in high volume situations
  • Flexible, team player, self-starter
  • Undergraduate degree in Business preferred.
  • CSC and Level one CFA completed preferred.