Transform your career by leading strategic initiatives in a dynamic investment platform. Collaborate with teams to enhance operational efficiency and drive innovative technology solutions that elevate the Separately Managed Accounts platform.
Empower the trading process for equity and fixed income unit trusts, ensuring compliance while fostering relationships with broker-dealer clients. Lead a trading desk, driving accountability and supporting portfolio management initiatives.
Oversee Controls Assurance initiatives across North America, enhancing investment stakeholder engagement and risk management through effective Risk and Control Self-Assessments while collaborating with various operational teams.
Deliver exceptional client relationships through a consultative approach, maximizing growth and wallet share while driving client journeys with insights, education, and strategic planning to enhance business outcomes.
Elevate client engagement by developing strong relationships and delivering consultative insights. Use strategic data to drive business plans, educate financial advisors, and present market-leading investment solutions for long-term growth.