Are you, you will play a key role in establishing and nurturing strong professional relationships with Portfolio Managers.This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. As a Senior Managed Accounts Supervisor, you’ll be at the core of our mission. Here are the main responsibilities:* Conduct comprehensive quarterly portfolio reviews for managed accounts to ensure strict adherence to regulatory and firm compliance standards* Review and approve New Account Application forms by examining clients’ Investment Policy Statements and assessing the suitability of the suggested allocations for each client* Take ownership of end-to-end projects through effective collaboration with cross-functional colleagues from various departments* Provide comprehensive training to Portfolio Managers on the onboarding process for the managed or discretionary platform while fostering strong working relationships with them and their respective teams.* Resolve and deescalate issues received from our business partners by identifying and implementing effective solutions that not only meet our partners’ needs but also align with our regulatory and firm requirements* Participate in committee meetings with our business partners and provide a compliance perspective into the discussions on various topics* Keep abreast of changes in regulatory requirements and maintain open communication with relevant regulatory bodies to ensure that the organization is consistently compliant.* Collaborate in the development and maintenance of the IAPW Policies and Procedures and controls specifically tailored to managed accounts, ensuring they are up to date with changing regulations and firm policies**What could accelerate your success in this role** - Has 7 years of experience in (industry/key skill)· Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! Let us know you’re interested!#J-18808-Ljbffr
Senior Managed Account Supervisor
IAAWG
montreal (administrative region), montreal (administrative region)
Published 27 days ago
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