At a Glance
- Tasks: Lead a team in managing daily investment operations and client reporting.
- Company: Join Q Wealth Partners, a leader in wealth management in North York.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Opportunity to enhance operational excellence in a fast-paced setting.
- Why this job: Make an impact in investment operations while leading a talented team.
- Qualifications: 8+ years in wealth management and strong leadership skills.
The predicted salary is between 98550 - 120450 $ per year.
Elevate your career in investment operations as a Manager at Q Wealth Partners in North York, Ontario.
Lead a talented team while overseeing critical investment operations and client reporting.
In this pivotal role, you’ll manage daily investment operations, including trade operations and client reporting for a nationwide wealth management business.
You will guide a team of 3-5 professionals, ensuring operational accuracy and efficiency.
Your responsibilities will include monitoring operational risks, developing robust procedures, and responding to complex operational challenges within a dynamic environment.
Key
Responsibilities
- Manage daily investment operations across partner offices
- Oversee tax reporting activities and client inquiries
- Own governance frameworks for client reporting
- Coordinate operational technology enhancements and vendor relations
- Lead incident responses and operational projects
Requirements
- 8+ years in wealth or asset management
- Strong analytical and communication skills
- Knowledge of NBIN, D1g1t, and investment regulations
- Proven leadership experience in project management
- Familiarity with U.
- S. custodial operations is a plus
Drive operational excellence and compliance in investment management with Q Wealth Partners. #J-18808-Ljbffr
Investment Operations Manager in Toronto employer: QWealth Partnership
At Q Wealth, we pride ourselves on being an exceptional employer that empowers our Portfolio Managers to thrive in a supportive and collaborative environment. Located in Saskatoon, our firm offers a unique opportunity to work alongside dedicated Financial Planners and Wealth Advisors, ensuring that you can focus on what you do best—advising clients and managing portfolios. With a commitment to fiduciary principles, integrated relationships, and a clear path for professional growth, Q Wealth is the ideal place for experienced professionals looking to make a meaningful impact in their clients' financial journeys.
