Portfolio Manager, Investment Practice Management & Program Design
Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Toronto office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2025 Brokerage Report Card.
The opportunity:
Reporting to the VP, Investment Platform Support, the Portfolio Manager, Investment Practice Management & Unified Managed Account (UMA) Program Design is responsible for the design, governance, and ongoing evolution of the firm’s managed investment programs, including UMA program architecture, discretionary models, and investment practice standards. This role provides strategic leadership and oversight while ensuring alignment with firm strategy, platform capabilities, and regulatory requirements.
Key responsibilities include:
- Lead the design and governance of Unified Managed Account (UMA), Separately Managed Account (SMA), and model-based managed account programs.
- Take ownership of the ongoing management, refinement, and evolution of the UMA program to ensure it remains competitive, scalable, and aligned with business strategy.
- Develop and maintain investment practice management policies and procedures.
- Provide senior‑level guidance and subject matter expertise on portfolio management, model development, trading platforms and other investment management tools.
- Oversee advisor adoption of investment practice management tools and resources.
- Act as senior subject matter expert on portfolio management and trading platforms.
- Ensure managed investment programs align with business strategy, platform capabilities, and regulatory obligations.
- Act as escalation point for complex program or platform matters and provide functional oversight to the Senior Analyst, Investment Platform Support.
- Oversee advisor onboarding, platform training and documentation, issue resolution, and cross‑functional/vendor collaboration to ensure effective and consistent investment platform usage.
The ideal candidate will possess:
- A degree or diploma in business, finance, or a related field, or equivalent experience.
- Completion or progress toward the Canadian Securities Course is an asset.
- 10+ years’ financial services experience with strong portfolio management expertise.
- Experience supporting or working within a Unified Managed Account program, with exposure to its design, oversight, and day‑to‑day management.
- Experience supporting cross-functional initiatives, programs, or platform-related work.
- Valid Chartered Financial Analyst (CFA) designation and/or a Canadian Investment Manager (CIM) designation is required.
- Registration as an Advising Representative (AR) or Dealing Representative (DR), or eligibility to register, is preferred.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience or familiarity with advisor platforms, workflow systems, or financial services technology is an asset.
- Experience with Investment Modelling and Trading Platforms is considered an asset. (Envestnet, Croesus, others)
- Exposure to process mapping, workflow documentation, or business analysis concepts is preferred.
- Demonstrated high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Strong analytical and problem-solving skills with attention to detail.
- Ability to manage multiple workstreams and competing priorities in a structured manner.
- Strong written and verbal communication skills, with the ability to produce clear documentation.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Ability to operate effectively in ambiguous situations with appropriate guidance.
Compensation & Benefits:
Range $100,000 - $150,000 annually.
This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.
Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.
Conditions of employment:
- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
- Must be able to travel within Canada 0-10% of the time.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
