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Stonewood Group Inc.
Senior Investment Leadership Role in TorontoStonewood Group Inc. • Winnipeg, Canada
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Senior Investment Leadership Role in Toronto

Senior Investment Leadership Role in Toronto

Stonewood Group Inc. • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Step into a senior leadership position as Senior Vice President, Investments & Client Service at a distinguished multi-family office in Toronto. This role combines strategic investment oversight with strong client engagement.

You will play a critical role in aligning investment strategies with client goals while ensuring the firm maintains its market leadership. Your proficiency in the investment management space, along with your ability to engage clients effectively, will be key to your success. This position offers a unique chance to influence the strategic direction of a renowned firm in the wealth management industry.

Key Responsibilities: • Chair the investment committee and drive investment strategies • Engage with clients on investment performance and insights • Evaluate and select appropriate investment managers • Research and propose new investment opportunities • Guide and mentor investment professionals for consistent growth

Requirements: • Bachelor’s degree with CFA designation required • Deep understanding of investment management practices • Strong communication skills to build client trust • Proven analytical abilities for portfolio management • Detail-oriented, proactive, with team collaboration experience

Harness your investment expertise to guide clients toward financial success while leading a talented investment team. #J-18808-Ljbffr
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Senior Investment Leadership Role in Toronto • Winnipeg, Canada

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