Senior Investment Portfolio Manager / Wealth Management

About the position

The position involves providing high quality sales and service to investment clients to deliver an exceptional client experience. The role requires technical expertise in all aspects of investment management and administration to ensure compliance. The candidate will work collaboratively within the branch and the regional team as part of the client/relationship management solution, identifying and making referrals to other business groups as appropriate. The position also entails developing internal and external networks and referral sources to grow business in the assigned portfolio/jurisdiction, enhancing presence in the marketplace, and developing investment proposals. The candidate will provide investment management, fiduciary expertise, and strategic leadership for business, products, and policies to investment professionals within the assigned portfolio/jurisdiction.

Responsibilities
? Provides high quality sales and service to investment clients.
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? Ensures compliance in investment management and administration.
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? Collaborates within the branch and regional team.
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? Identifies and makes referrals to other business groups.
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? Develops internal and external networks to grow business.
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? Enhances marketplace presence through collaboration.
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? Develops investment proposals and participates in client meetings.
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? Provides fiduciary expertise and strategic leadership.
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? Makes recommendations to senior leaders on strategy.
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? Acts as a subject matter expert on regulations and policies.
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? Networks with industry contacts for insights and best practices.
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? Manages resources and leads execution of strategic initiatives.
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? Recommends business priorities and develops execution roadmap.
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? Conducts independent analysis to resolve strategic issues.
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? Supports execution of strategic initiatives with stakeholders.
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? Acts as the prime subject matter expert for stakeholders.
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? Analyzes data to provide insights and recommendations.
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? Defines business requirements for analytics and reporting.
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? Coordinates management of databases and ensures data governance.
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? Monitors performance and addresses issues.
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? Designs and produces reports and dashboards.
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? Collects data for quarterly performance reporting.
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? Develops model portfolios based on risk and return evaluation.
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? Prepares performance information and portfolio summaries.
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? Leads change management programs.
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? Develops communication strategies to influence behavior.
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? Leads operational program execution and quality assessment.
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? Manages governance meetings and oversight guidelines.
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? Provides support for regulatory requirements.
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? Oversees design and implementation of tools and training.
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? Acts as day-to-day contact for vendors.
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? Leads vendor relationship management and contract negotiations.
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? Participates in design and management of core processes.
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? Develops and manages business/group programs.
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? Reviews program effectiveness and recommends enhancements.
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? Identifies business needs and designs training programs.
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? Performs sales and service support activities.
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? Provides administrative support to team members.
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? Meets high-quality service standards for relationship retention.
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? Builds effective relationships with stakeholders.
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? Ensures alignment between stakeholders.
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? Follows risk and compliance processes.
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? Protects the Bank's assets and complies with regulations.
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? Operates at a group/enterprise-wide level as a specialist.
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? Applies expertise to address complex situations.
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? Implements changes in response to trends.

Requirements
? Typically 7+ years of relevant experience.
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? Post-secondary degree in related field or equivalent experience.
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? CFA, CIMA, or CFP Certifications.
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? In-depth understanding of portfolio management principles.
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? Expert knowledge of fiduciary law and trust investment accounts.
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? Expert knowledge of equity and fixed income markets.
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? Expert understanding of tax-related issues affecting investments.
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? Expert knowledge of the regulatory environment.
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? Strong verbal and written communication skills.
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? Strong analytical and problem-solving skills.
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? Strong influence and collaboration skills.
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? Ability to manage ambiguity.
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? Data-driven decision-making skills.

Nice-to-haves
? MBA or Finance certification preferred.

Benefits
? Health insurance
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? Tuition reimbursement
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? Accident and life insurance
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? Retirement savings plans

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