Wealth Management Marketing Jobs in Manitoba

Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)

Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies

Project/Program Management certifications (e.g. PMP and/or PgMP)

Effectively manage IT project deliverables on a large Reporting Wealth Program

Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making

Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution

5 years of marketing campaigns experience, project management skills, and stakeholder management

Manage day-to-day requirements to deliver campaigns on time

Time management & deadlines management: keep teams and partners on track to deliver, with the ability to prioritize effectively.

Experience in banking, Financial industry knowledge/experience

3-5 years of solid experience in marketing

3-5 years of hands-on experience in Microsoft Office including PowerPoint, Excel and Word

5 - 7+ years in the investment management industry (5 yr. Min.)

Solid project management background with demonstrated ability to deliver with efficiency, accuracy and timeliness

Strong oral and written communication skills

Strong interpersonal skills that model corporate core values

Knowledge of Seismic, DOMO Analytics, and MS Project is an asset

The Marketing Manager’s mandate includes:

3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.

Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.

Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.

Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.

Prepare reports and related test results dashboard for various stakeholders including management.

Excellent data analysis skills, organizational, analytical and communication skills.

7+ years of marketing experience in wealth management

Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry

Knowledge of the asset management regulatory environment and guidelines

University graduate (advanced degree or certification a plus)

Demonstrated experience in developing and implementing digital marketing campaigns

Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work

Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.

In-depth / expert knowledge of Wealth Management regulatory requirements.

In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit

In-depth / expert knowledge of the Wealth Management business / product portfolio.

Leads/participates in the design, implementation and management of core business/group processes.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution

Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer

Makes recommendations to Sr. management based upon in-depth understanding of the business group

Minimum 8-10 years of experience in a senior role with similar experience and responsibilities

Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills

University education in Finance, Economics or Commerce specializing in Finance or Wealth

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Support the portfolio specialists and analysts with market and fund data requests from RBC GAM wholesalers and Investment Counsellors

Source articles and craft messaging for weekly charts to support our sales partners

Assist in the production of our Daily Market Update communication using internal web tools

Maintain monthly fixed income reports and other regular reporting as required

Assist with providing product and market-related material and charts and information to marketing and communication as needed

Assist with coordinating conference calls and team meetings as required

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

Domain knowledge of the financial industry - specifically Wealth Management

Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management

Business Consultant - Wealth Management

Experience working on IT projects

Experience with the SDLC cycle and project delivery in Agile Methodology

Strong experience in PPT, and delivering project updates

Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists

About Elaine Andrew & Associate Private Wealth Management

Minimum 3 years' of industry experience

Life License Qualification Program completion is a plus (or willing to obtain)

Experience in role involving financial planning and using financial planning software

Excellent written and verbal communication skills

Attend weekly training sessions to enhance your skills in prospecting new customers and sales opportunities.

Excellent communicative skills when reaching out to customers

Create marketing campaigns that will be innovative and align with the target audience to exceed growth demands.

Develop campaigns by conducting market research and generating ideas that will allow us to reach customers from all demographics.

Work closely with our sales teams to ensure that we are optimizing our marketing funnel and formulating new strategies.

Serve as the lead point of contact for all our customers' accounts.

Streamline current processes and procedures to enhance general product support and management functions

Support product initiatives by preparing ad-hoc reports and assisting in related projects

Monitor team mailbox, respond to inquiries and report user statistics

Compile data for monthly reports and other regular reporting as required

Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers

Project management and ability to manage multiple business priorities at once

Exposure to Financial Wealth Management

Manages various external vendor relationships as required

Superior interpersonal, relationship-building and collaboration skills with peers

Proven problem-solving, negotiation and decision-making skills

Creative evaluation skills to deliver appropriate feedback on marketing materials

Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience:

Ad hoc tasks and special projects as assigned Required Skills and Abilities:

Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)

Ability to develop sales skills, achieve results and elevate to new roles within the department

Strong oral and written communication skills complimented by strong interpersonal skills

Excellent prioritization and organizational skills;

Direct experience with IFDS, or IFDS vendor experience

Create and maintain a prioritized backlog of requirements; work with development teams to establish release plans to deliver this new functionality

Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.

Exceptional analytical and conceptual thinking skills

Excellent verbal and written communication skills.

Team player with strong interpersonal skills and ability to take a leadership role when necessary

A seasoned risk professional with 4 - 5 years of risk management, operations, finance and/or audit experience

Support/ deliver to facilitate the effective implementation of an operational risk framework across the Global Wealth and Asset Management segment

Strong collaboration and teamwork skills with the ability to build effective working relationships to drive results

Ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines

Strong analytical and creative problem-solving skills and the ability to collaborate with others to implement new solutions

Excellent verbal and written communication skills, including ability to articulate complex technical issues

One OR more experience listed: IDP data flows testing, Integration Testing, performance testing, security testing or environment management

Understanding of the wealth management systems

Excellent communication and interpersonal skills

Contract Term: 4 months, renewable

Work Location: downtown Toronto, ON / Hybrid