Investment Operations Manager at Q Wealth

QWealth Partnership

Elevate your career in investment operations as a Manager at Q Wealth Partners in North York, Ontario. Lead a talented team while overseeing critical investment operations and client reporting. In this pivotal role, you’ll manage daily investment operations, including trade operations and client reporting for a nationwide wealth management business. You will guide a team of 3-5 professionals, ensuring operational accuracy and efficiency. Your responsibilities will include monitoring operational risks, developing robust procedures, and responding to complex operational challenges within a dynamic environment. Key Responsibilities:

Manage daily investment operations across partner offices
Oversee tax reporting activities and client inquiries
Own governance frameworks for client reporting
Coordinate operational technology enhancements and vendor relations
Lead incident responses and operational projects

Requirements:

8+ years in wealth or asset management
Strong analytical and communication skills
Knowledge of NBIN, D1g1t, and investment regulations
Proven leadership experience in project management
Familiarity with U.S. custodial operations is a plus

Drive operational excellence and compliance in investment management with Q Wealth Partners. #J-18808-Ljbffr

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Vacancy posted 13 hours ago

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