Job Summary
Supervising Portfolio Manager for the firms discretionary Advisor Managed Program for our advisors managing client assets in Canada and the United States for Manulife Wealth. A key member of the advisor-facing support team for the Advisor Managed Program, the incumbent will supervise Associate Portfolio Managers and Portfolio Managers and have overall responsibility for ensuring accounts are managed according to the established program framework. The incumbent will also act as a Portfolio Manager for our Unified Managed Account program. The role is part of a broader investment product and managed program team and will also contribute to strategic projects to help enhance our product shelf and program offerings.
Individual Accountabilities:
Ensure Portfolio Managers trading activities are prudent and fall within established program framework
Review and approve model portfolios submitted by Associate PMs, suggesting changes or improvements where vital
Review and approve Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessary
Monitor the activity of all PMs in the program using the designated portfolio management system
Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements
Supervise Associate Portfolio Managers and Portfolio Managers is accordance with Manulife standards and regulatory standards prescribed by IIROC
Articulate and promote standard methodologies with respect to discretionary portfolio management
Serve as the Subject Matter Expert of the use of the designated portfolio management system
Conduct and document formal annual performance reviews of the PMs
Participate in quarterly Managed Accounts Committee meetings to report on advisor conduct
Assess client KYC parameters against investments in the account
Contribute to the firms Investment Committee and other relevant working groups
Contribute to the review of asset allocation mixes and asset class assumptions in our model portfolios and our financial planning software
Actively provide feedback on advisors usage of various vehicle types and investments with the goal of helping provide an appropriate investment offering
Share knowledge and experience in trading/compliance platforms to help aid in project to enhance our technology tools
Key Shared Accountabilities:
Work with Compliance and Legal to ensure programs and products are in good standing with regulators
Work with Operations and Trading to ensure the smooth delivery of products/platform resulting in a positive advisor and client experience
Job Requirements:
Minimum 15 years experience in financial services industry
Supervising Portfolio Manager Designation required
CFA/CAIA/CIMA or MBA preferred
Dealer and Asset Management experience preferred
Experience working with independent and employee advisors servicing clients across North America
Ability to set goals, work independently and drive results
Experience with presentation development and delivery
When you join our team:
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