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Senior Account Supervision Leader

2 weeks ago

Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time
Job Summary

We are seeking a seasoned professional to serve as Senior Manager, Managed Accounts Supervision. This key role will be responsible for overseeing the supervision of Portfolio Managers in Wellington-Altus Private Wealth's managed account platforms, ensuring compliance with regulatory requirements and business standards across multiple regions.

Key Responsibilities:
• Conduct thorough supervision activities, including trade alert reviews, report approvals, and account maintenance
• Develop and implement strategies to improve the firm's system of compliance and supervision
• Collaborate with the Vice-President, Investments & Lead Portfolio Manager to achieve strategic objectives
• Participate in internal compliance reviews or external regulator audits
• Foster a culture of accountability, reliability, adaptability, and innovation among team members

Requirements

To succeed in this role, you will need:
• A bachelor's degree in a relevant field, such as business administration or finance
• Successful completion of proficiency requirements for a Supervisor, including Canadian Securities Course and Conduct and Practices Handbook
• At least 10 years of experience in financial services, preferably working for a Dealer Member or ICPM
• In-depth knowledge of the financial services industry, including regulatory requirements from CIRO, securities commissions, and the SEC
• Proficiency with MS Office, including Word, Excel, PowerPoint, Teams, and Outlook
• Demonstrated leadership and management skills, with a track record of driving results and improving processes
• Strong interpersonal and influencing skills, with effective communication and collaboration across various mediums
• Ability to maintain confidentiality and handle sensitive information

About Our Team

Our team is dedicated to delivering exceptional service to our clients. We value diversity and inclusivity, and we encourage applications from individuals who would contribute to further diversification within our organization.