Director - Investment Programs
IG Wealth Management Voir toutes les offres
- Toronto, ON Winnipeg, MB
- Permanent
- Temps-plein
- Develop and Manage investment programs (iProfile and SMA)
- Enhance the advisory experience in iProfile (Non Discretionary and Discretionary)
- Develop additional program capabilities and flexibility across all programs
- Continuously work to improve operating scale
- Support the promotion and growth of the programs
- Platform strategy & Innovation
- Strategically advance all components of iprofile programs toward a single model driven program
- Develop future investment models and products
- Advancing the development of integrated investment solutions for HNW clients (Private assets, use of models and funds, etc)
- Investment Program oversight and governance
- Ensure all programs are within corporate suitability framework
- Within compliance of regulatory requirements
- Building controls and mechanisms to adherence to investment targets
- Strategic initiatives
- Lead and/or support strategic initiatives within the investment solutions team
- Degree in Finance, Economics, Business, or related field. Master's degree (MBA, MSc Finance) or CFA Charterholder preferred.
- 7+ years of experience in investment management, portfolio construction, or investment program. Relevant Investment Management Experience preferred.
- Qualifications : CFA, CIM, experience with project initiatives
- Strong understanding of capital markets, asset allocation, and portfolio management
- Experience with platform development or enhancements