Managed Accounts Supervisor
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Build the future with us
Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Managed Accounts Supervisor, you will play a key role in establishing and nurturing strong professional relationships with Portfolio Managers.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
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What you’ll accomplish with us
As a Managed Accounts Supervisor, you’ll be at the core of our mission. Here are the main responsibilities:
- Conduct comprehensive quarterly portfolio reviews for managed accounts to ensure strict adherence to regulatory and firm compliance standards
- Review and approve New Account Application forms by examining clients’ Investment Policy Statements and assessing the suitability of the suggested allocations for each client
- Take ownership of end-to-end projects through effective collaboration with cross-functional colleagues from various departments
- Provide comprehensive training to Portfolio Managers on the onboarding process for the managed or discretionary platform while fostering strong working relationships with them and their respective teams.
- Resolve and deescalate issues received from our business partners by identifying and implementing effective solutions that not only meet our partners’ needs but also align with our regulatory and firm requirements
- Participate in committee meetings with our business partners and provide a compliance perspective into the discussions on various topics
- Keep abreast of changes in regulatory requirements and maintain open communication with relevant regulatory bodies to ensure that the organization is consistently compliant.
- Collaborate in the development and maintenance of the IAPW Policies and Procedures and controls specifically tailored to managed accounts, ensuring they are up to date with changing regulations and firm policies
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What could accelerate your success in this role
What could accelerate your success in this role
We’re looking for someone who:
- Is known for their exceptional analytical, problem solving, and communication skills
- Stands out for their proven experience in compliance within the financial services industry, with a specific focus on managed accounts
- Demonstrates strong leadership and supervisory skills to manage a compliance team
- Is recognized for their [Behavioral and technical skill #4]
- Has 5-7 years of experience
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Why you’ll love working with us
· A work environment where learning and development merge with a collective pursuit of excellence;
· A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
· The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
· Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
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Apply now and get ahead of your career, where your talent really belongs!
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Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
CompanyiA Private Wealth Inc.Posting End Date2026-05-31Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
iA Financial Group Toronto, Ontario, CAN Office
522 University Avenue, Suite 400,, Toronto, Ontario, Canada, M5G 1Y7
