Director, portfolio management, investment programs

Opportunity:

As a Portfolio Manager, you will support the strategic development and day-to-day management of Manulife Wealth’s fee-based investment programs, working closely with Program Directors and playing a lead role in trading our centrally managed accounts. In the role, you will collaborate with several internal teams, including Operations, Advisor Support, Legal, Compliance, Marketing, and others, to support the daily management and regular deliverables of the fee-based programs. Furthermore, you will support advisors with issue escalations and engage with them to grow program adoption. Overall, the role will require you to be a fee-based program champion for internal stakeholders and advisors/assistants, supporting daily trading activities and helping drive the strategic development of the programs.

Responsibilities include:

• Support day-to-day management of fee-based programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
• Initiate trades in centrally managed accounts in response to sub-advisor trade recommendations, client cash flow requests, and any other managed account overlay activities.
• Monitor orders for centrally managed accounts for timely and accurate execution.
• Work with the Trade Desk to investigate and correct trading errors involving centrally traded accounts.
• Train new users on the portfolio management system and help users with modeling and trading questions.
• Partner with key departments to develop new advisor-facing content that will support our product development goals, including user guides, policies & procedures, videos, e-learning content, videoconferencing calls, and more.
• Support advisors by resolving complex issue escalations and identifying opportunities to increase program adoption through various advisor engagements.
• Proactively identify and engage with internal stakeholders on program enhancements and process improvement ideas based on advisor feedback.
• Lead the production of program value-add/thought leadership content collateral.
• Maintain the programs’ policies and procedures documentation.

Role requirements include:

• 10+ years of experience with fee-based programs and/or managed accounts strongly preferred.
• Familiarity with equity and fixed income trading is a plus.
• Excellent written and verbal communication skills.
• Ability to thrive in a fast-paced environment.
• Ability to create and deliver professional presentations internally and externally, and answer routine and complex questions.
• Strong personal initiative and interpersonal skills.
• General technical proficiency with a focus on core business applications such as Microsoft Office, Dataphile, and Portfolio Management Tools.

Education:

• University degree in business, finance, math, statistics or a related area an asset.
• Completion of the Canadian Securities Course and Conduct and Practices Handbook Course.
• Completion of the Trader Training Course would be an asset.
• CIM or CFA designation would be an asset.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.