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Senior Manager, Investment Solutions
Location:
Toronto
Description:
Requisition ID: 191797 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: As a key member of the Investment Solutions Team, the incumbent is responsible for contributing to the ongoing investment success of, and improvements to, the discretionary investment management platforms – Managed Portfolio Program (MPP), Scotia Investment Portfolios (SIP), Summit, and Fee Based Programs including Pinnacle, Partnership Plus and i: Partner. In addition, the incumbent will provide direct support to the Scotia Mc Leod channel and the sales team including portfolio construction, account transition to managed accounts and retention activities. Major Accountabilities: 1. Work closely with the Director, Portfolio Management and Oversight in managing the day to day operations of Managed Asset and Fee Based Programs by: Completing competitive analysis and reviews of managed and fee based programs Developing business cases to support recommendations, leading and implementing projects designed to achieve business objectives, enhancing processes and improving the overall efficiency of managed programs. Staying abreast of market conditions and regulatory changes that affect Advisors and Portfolio Managers Providing communication, and on-going education and training. This will include hosting conference calls, creating content for training materials, newsletters, and webinars etc. 2. Support Managed Portfolio Program Support advisors in all aspects of their MPP practice with a special focus on portfolio construction and adopting models Investment Portfolio Construction support Provide input on development of program management rules/supervision Work with MPP oversight team to vet new applicants for Portfolio Manager or Associate Portfolio Manager designations 3. Provide recommendations, support and insight to Scotia Mc Leod Advisors on Managed Asset Programs and Fee Based Programs by: Addressing. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 26 on ListedBuy
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More About this Listing: Senior Manager, Investment Solutions
Senior Manager, Investment Solutions is a Executive Manager Job at Scotiabank located in United States. Find other listings like Senior Manager, Investment Solutions by searching Oodle for Executive Manager Jobs.
Senior Manager, Investment Solutions is a Executive Manager Job at Scotiabank located in United States. Find other listings like Senior Manager, Investment Solutions by searching Oodle for Executive Manager Jobs.