Managed Accounts Analyst

Richardson Wealth; Toronto; On-site; CAD 60,000 - 70,000; Full time

Job summary

Richardson Wealth Limited is seeking an experienced professional to manage account data and trading operations within the Managed Accounts group. You will support trading, data workflows, and client service while ensuring accuracy under time constraints and high volumes.

The role requires 1–3 years in SMA/UMA, strong organizational skills, and proficiency with portfolio tools such as Envestnet. A math/business/CS undergraduate degree and an Investment Representatives Licensed designation are

Qualifications

• 1-3 years in SMA/UMA program.
• Strong service orientation with client interactions.
• Experience with portfolio tools like Envestnet is a plus.

Responsibilities

• Trading and model changes from Advisors/third-party sub-advisors.
• Data reconciliation and reporting between custodial systems and trading platform.
• Account management support including daily service requests and FX conversions.
• Post-trade review and client holdings auditing for compliance.

Skills

SMA/UMA experience

Customer service

Attention to detail

Education

Investment Representatives Licensed

Undergraduate degree in Math/Business/CS

Tools

Envestnet

Job description

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.

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.