Project Manager

Toronto, ON

Post Date: 04/07/2017 Job ID: 11696 Category: Project Manager
  • Experience with UMA – Unified Managed Accounts
  • Experience project managing or working with portfolio managed products and services
  • Understanding of fee-based account types
  • Good understanding of investment products: MFs, Equities, FI
  • Product background
  • Full service brokerage background
  • Understanding of Private Wealth
  • Understanding of brokerage operations
  • Able to help business and technology partners sort through early planning of a program
  • Ability to facilitate complex discussion and negotiate compromises
  • Ability to mobilize business and technology resources towards meeting tight timelines
  • Experience with account oversight (with respect to risk and appropriateness of trades/holdings)

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