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Develop and Manage investment programs (iProfile and SMA) Enhance the advisory experience in iProfile (Non Discretionary and Discretionary)
Develop additional program capabilities and flexibility across all programs
Continuously work to improve operating scale
Support the promotion and growth of the programs
Platform strategy & Innovation Strategically advance all components of iprofile programs toward a single model driven program
Develop future investment models and products
Advancing the development of integrated investment solutions for HNW clients (Private assets, use of models and funds, etc)
Investment Program oversight and governance Ensure all programs are within corporate suitability framework
Within compliance of regulatory requirements
Building controls and mechanisms to adherence to investment targets
Strategic initiatives Lead and/or support strategic initiatives with...
About the Role
Responsibilities
:Develop additional program capabilities and flexibility across all programs
Continuously work to improve operating scale
Support the promotion and growth of the programs
Develop future investment models and products
Advancing the development of integrated investment solutions for HNW clients (Private assets, use of models and funds, etc)
Within compliance of regulatory requirements
Building controls and mechanisms to adherence to investment targets
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