Managing Director, Private Investment Counsel

at  ATB Financial

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It’s a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada’s top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
As ATB’s next Managing Director, Private Investment Counsel, you will be responsible for all PIC sales operations by quickly and efficiently handling queries, escalations and problem resolution for the advisory teams, internal departments, and any external service partners. The incumbent will also be responsible for identifying priorities and training opportunities for continuous process improvement and project management.
This leader actively leads a team of Private Investment Counselors who manage High Net Worth (HNW) and Institutional clients. The MD, Private Investment Counsel also plays a pivotal role in setting sales strategies and targets for the group.
Furthermore, the MD, Private Investment Counsel actively leads the Investment Committee by offering expert guidance on various topics, including strategic asset allocation recommendations, potential new product offerings, and valuable insights into market and economic trends.

Accountabilities

• Steers vision, prioritizes efforts, sets goals for PIC team
• Influences organizational priorities
• Manages budget and plans for PIC group
• Models leadership behaviour by example and acts as a mentor for directors
• Serves as champion to deliver on strategic goals
• Drives innovation across the organization by leveraging data to reimagine products and experiences
• Support teams efforts to holistically examines the client’s financial position to extend the firms’ offering beyond security selection by integrating investor objectives and life-goals
• Leads the strategy to connect clients to internal partners to address planning needs (e.g., estate planning)
• Define strategy to generate new sales through direct relationships and internal & external referrals
• Represents the investment counseling business within the community and bolsters the reputation of the firm
• Provides expertise on key portfolio construction activities (e.g., risk management, strategic asset allocation, sector expertise) while adhering to ATB Investment Management’s investing principles by leading the Investment Committee and disseminating committee outcomes to the PIC team
• Acts as a thought leader within the PIC group
• Researches potential products and selects sub-advisors for inclusion in client portfolios in partnership with MD Product & Research
• Monitors portfolios to ensure they comply with internal risk limits, investment policy statements, and fund guidelines
• Oversees and directs trading activity related to the rebalancing and optimization of investment portfolios

Skills, experience & requirements

• University Degree in business, accounting, economics, finance or a related field
• CFA Charterholder (preferable) or CIM
• 10 or more years industry experience with 5 or more years experience in leadership roles
• Ability to manage a high performing sales team
• Effective communication, and excellent partnership skills
• Ability to handle a complex issues and a high volume of workload with varied time expectations
• Strong technical investment knowledge with the ability to lead an Investment Committee
• Broad knowledge of asset allocation strategies and macro & micro economic conditions that impact the financial markets
• Strong knowledge of industry regulation, specifically the Alberta Securities Commission (ASC)

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to

Please refer the Job description for details