About this role
Director & Portfolio Manager, On Strategy Portfolio - Toronto
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job
Oversees the On Strategy Portfolio Management team, ensuring business strategies, plans and initiatives are executed in compliance with governing regulations, internal policies, procedures and best practices. Leads portfolio rebalancing, model maintenance, order generation and cash management across the business. Builds and sustains the team as a centre of excellence for in-field Wealth Managers and their teams, with a focus on high client satisfaction. Applies deep expertise and sound judgment to improve processes, technology, risk management and organizational effectiveness.
Works closely with operations and technology teams to implement regulatory and platform changes, applying an operational lens to direct and embed changes across the team given the scale of portfolios under management.
The On Strategy programs represent a significant volume of accounts and billions of dollars in assets which demand exceptional expertise, sound judgment, and strong leadership to mitigate financial and reputational risks. The position plays a critical role in safeguarding client portfolios while driving operational excellence.
Is this role right for you? In this role you will:
- Lead an effective, professional team to provide centralized portfolio execution services and ensure a high level of client satisfaction, internally and externally, by:
- Ensuring timely and accurate execution of portfolio rebalancing and order generation to meet cash management needs. Monitoring model strategies and tactical changes to assess portfolio implications, execution impacts and required adjustments.
- Developing and maintaining internal relationships across Scotiabank to leverage expertise and enhance services and products offered to Global Wealth Management.
- Reviewing processes and ensuring effective controls are in place to minimize errors.
- Ensuring compliance with all regulatory requirements, firm policies, and accuracy of trading a