Jobs
>
Markham

    Vice President, Managed Programs - Markham, Canada - Worldsource Wealth Management

    Worldsource Wealth Management
    Worldsource Wealth Management Markham, Canada

    1 week ago

    Default job background
    Accounting / Finance
    Description

    JOB STATEMENT:

    Our accelerated growth at Worldsource continues, as does the evolution of our sophisticated Managed Solution offerings along the Wealth Continuum. As a dynamic and experienced VP, Managed Programs, you will play a crucial role in leading the design, project management, launch and maintenance of all the fee-based programs offered at our securities and mutual fund dealers. You will develop, implement and support our solutions, working collaboratively with internal stakeholders and externally, in partnership with our advisory field. You will effectively communicate our investment programs and capabilities to our partners, ensuring our clear and powerful value proposition, and you will act in the best interests of the firm in meeting all corporate, departmental and advisor business objectives.

    ESSENTIAL FUNCTIONS:

    • Acting as a Subject Matter Expert for a subset of solutions for including Unified Managed Account ("UMA") solutions, Separately Managed Accounts ("SMA") solutions, Advisor Managed Account ("AMA") solutions for Worldsource Securities Inc. ("WSI"), and Advisor-led portfolios and iQ by Worldsource for Worldsource Financial Management Inc. ("WFM");
    • Leading the development of all fee-based programs and solutions and ensuring their continued competitive evolvement;
    • Crafting compelling business cases to aid in the prioritization of program deliverables;
    • Ensuring accountability for the financial success of the programs;
    • Managing ongoing activities including communication, positioning of investment process and methodology, pricing alignment, facilitation of advisor feedback/requests/exceptions, and reporting/analysis improvements;
    • Ensuring close inter-departmental teamwork with Wealth Services & Solutions, IT, Finance, Compliance, Operations, and Marketing & Communications to ensure strategic alignment, and that accountabilities are assigned and timelines met;
    • Articulating investment solution philosophy, process, resources, and results to internal and external partners; and
    • Supporting the Wealth Services & Solutions teams in addressing complex client and prospect inquiries related to investment programs and methodology.

    QUALIFICATIONS:

    • Post-secondary education or equivalent experience; professional accreditation is an asset
    • Minimum of ten (10+) years of financial services experience, preferably in product management, product development, or product strategy roles
    • Experience in investment and/or product management with single-asset class, multi-asset-class, and/or fund solutions including managed accounts
    • Strong interpersonal and influencing skills with the ability to engage successfully with all levels of management across multiple business units
    • Excellent communication skills, both written and verbal, with the ability to present sophisticated proposals, issues, and arguments persuasively
    • Analytical and critical thinking skills to ensure thorough vetting and sound analysis
    • Project management skills to successfully drive projects across the company and manage critical dependencies
    • Proactive identification of critical issues, development of resolution plans, and quick decision-making
    • Basic understanding of technology concepts and trading architectures for financial services/managed accounts
    • Dedicated, enthusiastic team player with the ability to take initiative and work independently

    COMPENSATION:

    Commensurate with experience

    If you are interested in applying for this position, please forward a cover letter and resume in confidence to

    Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

    We thank all applicants for their interest but only those selected for an interview will be contacted.

  • Dealer-FX Group

    Program Manager

    1 week ago

    Dealer-FX Group Markham, Canada

    Overview: · **_ Who We Are:_** · Since 2007, Dealer-FX has been transforming how automotive retailers manage their service operations and how they interact with consumers. Through advanced data integrations and mobile technology, Dealer-FX streamlines processes and communication ...

  • Bayshore HealthCare

    Program Manager

    1 week ago

    Bayshore HealthCare Markham, Canada

    **About the Role** · The Pharmaceutical Patient Support Program Manager, under the direction of the Associate Director, is responsible for the oversight, operations, and direct management of Pharmaceutical Patient Support Programs. The Patient Support Program Manager, in keeping ...

  • Vexos

    Program Manager

    1 week ago

    Vexos Markham, Canada

    **JOB SUMMARY** · The Program Manager interacts with key Customers and serve as their primary interface at Vexos. The Program Manager has complete responsibility for performance of their key customers accounts from a business and a financial perspective. The Program Manager works ...

  • Vexos

    Program Manager

    2 days ago

    Vexos Markham, Canada

    **JOB SUMMARY** · The Program Manager interacts with key Customers and serve as their primary interface at Vexos. The Program Manager has complete responsibility for performance of their key customers accounts from a business and a financial perspective. The Program Manager works ...

  • Bayshore HealthCare

    Program Manager

    1 week ago

    Bayshore HealthCare Markham, Canada

    **About the Role** · The Pharmaceutical Patient Support Program Manager, under the direction of the Associate Director, is responsible for the oversight, operations and direct management of Pharmaceutical Patient Support Programs. The Patient Support Program Manager, in keeping w ...

  • Aviva

    Program Manager

    1 week ago

    Aviva Markham, Canada

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. · We are looking for a highly motivated Program Manager who can drive Delivery in alignment with the organizat ...

  • Advanced Micro Devices, Inc

    Program Manager

    5 days ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Kenvue

    Manager, Major Programs

    1 week ago

    Kenvue Markham, Canada

    **Manager, Major Programs** W · Description · Kenvue is currently recruiting for Manager, Major Programs. This position reports into the Director of Project & Portfolio Management and is based in Markham, ON. · **Who We Are** · At Kenvue, part of the Johnson & Johnson Family of C ...

  • Advanced Micro Devices, Inc

    Program Manager 1

    4 days ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Advanced Micro Devices, Inc

    Technical Program Manager

    1 week ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Advanced Micro Devices, Inc

    Program Manager 2

    1 week ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • AMD

    Program Manager 1

    4 days ago

    AMD Markham, Canada

    Job Description · WHAT YOU DO AT AMD CHANGES EVERYTHING · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the buildin ...

  • Advanced Micro Devices, Inc

    Program Manager 1

    4 days ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • AMD

    Technical Program Manager

    5 days ago

    AMD Markham, Canada

    WHAT YOU DO AT AMD CHANGES EVERYTHING · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building blocks for the d ...

  • Advanced Micro Devices, Inc

    SOC Program Manager

    1 week ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Extendicare

    Campus Programs Manager

    1 week ago

    Extendicare Markham, Canada

    **Job Description**: · As a Campus Lead within Talent Acquisition, you will lead the national campus recruitment strategy for our Extendicare and ParaMed divisions. You will be a trusted partner to both the business and our external stakeholders by delivering comprehensive campus ...

  • AMD

    Program Manager 2

    5 days ago

    AMD Markham, Canada

    Job Description · WHAT YOU DO AT AMD CHANGES EVERYTHING · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the buildin ...

  • Advanced Micro Devices, Inc

    Linux Software Program Manager

    4 days ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Advanced Micro Devices, Inc

    Campus Recruiting Program Manager

    3 days ago

    Advanced Micro Devices, Inc Markham, Canada

    Overview: · **WHAT YOU DO AT AMD CHANGES EVERYTHING** · We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building ...

  • Aviva

    Program Manager, Strategic Partnerships

    5 days ago

    Aviva Markham, Canada

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. · Reporting to the AVP Strategic Partnerships, the Program Manager, is responsible for leading the development ...