Director, Manager Research & Oversight in Toronto

Aviso Wealth is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart.

The Opportunity: We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team. Reporting to the VP, Manager Research & Oversight, the Director is responsible for leading the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP). The Director oversees manager selection, due diligence, and sub-advisor oversight across public markets, private markets, and liquid alternatives.

As oneaviso:

• We Care – You do the right thing for clients, partners, and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported.
• We Dare – You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate, and are comfortable exploring new ways of working.
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge, and work together to help colleagues, clients, and partners succeed.
• We Deliver – You take ownership of your work, honour your commitments, and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve.

What your day looks like:

• Lead, develop and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets, and liquid alternatives.
• Drive and implement the research agenda and investment process.
• Provide thought leadership on manager selection, oversight, and asset allocation.
• Conduct ongoing manager research to review managers/strategies and keep up-to-date with trends in the institutional investment industry for opportunities to upgrade strategy or launch new products.
• Lead manager searches, due diligence, and selection recommendations for new and existing investment strategies, presenting clear, evidence-based conclusions to senior leadership.
• Monitor and evaluate the performance of all products, identifying opportunities for optimization and innovation.
• Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation.
• Provide actionable insights and investment recommendations to senior leadership based on manager performance and market conditions.
• Continuously enhance the research and oversight framework, including due diligence standards, monitoring tools, performance attribution, and the use of quantitative analytics to improve decision-making.
• Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives.

Your experience and skills:

• University Degree in Business, science, math, or any quantitative fields.
• CFA charter holder.
• Any additional finance-related professional designations are an asset (CAIA, CPA, etc.).
• Master’s degree in business, finance, or one that utilizes statistical models (Economics, Math, etc.) is an asset.
• 8-10+ years’ progressive investment industry manager research work experience in asset management, wealth management, or investment consulting.
• Demonstrated people leadership experience, including coaching, performance management, and team development.
• Proven track record of evaluating and managing relationships with external investment managers.
• Proven ability to lead investment teams and influence senior stakeholders.
• Advanced skills or able to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset.
• Strong written and oral communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset.
• Experience in researching global institutional investment strategies and making recommendations.
• Strong understanding of multi-asset investment strategies, investment products, and portfolio construction.
• Experience in using large amounts of data, python, or quantitative investment techniques is an asset.

Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental, and insurance benefits to meet the diverse needs of our employees.
• Generous vacation time, fitness benefit, parental leave top-up options.
• Matching contributions to our retirement program.
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
• Regular social events to foster teamwork.

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted. No recruiters or agencies, please.