Manages account data and trading operations for managed accounts. Implements model changes, reconciles custodial and trading-platform data, resolves discrepancies, processes service requests, debits, and foreign-exchange conversions. Conducts post-trade reviews, audits holdings against model weights, supports advisors, troubleshoots inquiries, and escalates issues. Requires managed-account experience, strong client service, attention to detail, organization, communication skills, and the ability to work independently under high-volume time constraints.
Who We Are:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.
This is an existing vacancy
Duties and Responsibilities
- Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
- Data Reconciliation & Reporting: Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, ensure timely resolution
- Account Management Support: Assisting with daily service requests, clearing debits, and processing FX conversions.
- Compliance & Risk Oversight: Conducting post-trade review and auditing client holdings against model weights.
- Advisor Team Support: Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed.
- Other Duties: perform additional duties as assigned
Qualifications
- 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
- Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
- Experience with portfolio management tools or Envestnet is an asset.
- Proficiency in Microsoft Office Suite.
- Ability to work independently with minimal supervision.
- Strong attention to detail and accuracy.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to perform effectively under time constraints and high-volume workloads.
- Flexible, proactive, and a strong team player.
Education
- Investment Representatives Licensed preferred
- An undergraduate degree in Math, Business or Computer Science preferred
The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
Richardson Wealth Toronto, Ontario, CAN Office
Toronto, Canada
Similar Jobs
Fintech • Machine Learning • Payments • Software • Financial Services
Designs scalable, secure software architectures aligned with business goals and architectural standards. Responsibilities include creating capability catalogs, leading Architectural Decision Records and high-level designs, participating in architecture governance, evaluating technologies, collaborating with stakeholders, mentoring engineering teams, and driving technology strategies. The role requires extensive software engineering and solution architecture experience, including public cloud expertise and work in regulated environments.
Top Skills:
AWSGCPAzureTogaf
Fintech • Machine Learning • Payments • Software • Financial Services
Leads the Paid Search and Low Funnel Display performance marketing function, managing a team, multi-million-dollar campaigns, agency relationships, channel strategy, testing, optimization, analytics, reporting, and cross-functional execution. The role owns bidding, attribution, audience targeting, marketing operations, and emerging AI-driven search initiatives while partnering with data, technology, creative, legal, and business teams to drive customer acquisition and efficiency.
Top Skills:
Chatgpt AdsCm360Customer Match ManagementData WarehousesDemand GenGoogle AdsMicrosoft AdvertisingPerformance MaxSa360Tag Management SystemsYahoo
Fintech • Machine Learning • Payments • Software • Financial Services
Summer 2027 strategy internship involving information gathering, data analysis, hypothesis development and testing, and communicating recommendations to business stakeholders. Projects may address fraud trends, credit card product recommendations, customer spending prediction models, and process improvement. Interns collaborate with strategy analysts, data scientists, product managers, and internal stakeholders in a hybrid Toronto office environment.
Top Skills:
PythonSQL
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
