Top Benefits
About the role
Job ID
1846
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
K - OTH
Apply before
05 August 2025
Number of openings
1
Posting type
Internal & External
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 Wealth’s next Manager, Portfolio Associates you will be responsible for ensuring exceptional client experience, accurate and timely processing, maintaining adequate internal controls and exceeding service level standards across the combined Investment Counsel and Institutional client segments. This position provides leadership through motivation, training and development of the Portfolio Associates team. The Manager will identify areas for operational improvement and liaise with Operations groups (ATBIM & ATBSI), and Investment Counselors/Portfolio Managers to successfully manage change and adoption. This position, through strong leadership to the Portfolio Associates, will ensure that timely and effective support is provided to Investment Counsellors in the ultimate service to clients.
The focus of the Manager is to provide effective leadership, direction and development of the Portfolio Associate team. Responsibilities include ongoing review and analysis of processes and procedures, continually ensuring guidelines and policies are understood and followed to a high degree of accuracy. This position collaborates with other leaders and management to implement plans that result in the efficient operation of the Investment Counsel and Institutional Support group.
Accountabilities
- Leads the Portfolio Associate team in delivering quality support and service to Investment Counselors/Portfolio Managers and clients.
- Provides coaching, leadership and direction to the Portfolio Associates.
- Creates a culture of ownership and accountability, ensuring team members recognize their responsibility in the efficient fulfillment of all tasks to support the Investment Counselors/Portfolio Managers and their clients.
- Serve as a resource for questions, inquiries and primary escalation point for the team.
- Enhances employee engagement by promoting teamwork, communication and effectiveness in a positive and productive environment.
- Conducts performance monitoring and management, compensation decisions and identification of training and development requirements.
- Monitors staffing levels, including the selection and recruitment of qualified associates as vacancies and workloads demand, ensuring adequate staffing levels are maintained at all times.
- Facilitates learning and development through team meetings, coaching, experiential burst etc.
- Provides support continuity to Investment Counselors/Portfolio Managers as required.
- Establishes strong working relationships with other ATB business unit leaders and partners to maintain high levels of service and to resolve client issues in a timely manner
- Manages internal relationships with Operations teams to enable effective collaboration in the analysis and resolution of issues and concerns.
- Leverages appropriate partners within the ecosystem for issue escalation and problem resolution.
- Collaborates with the Managing Director, Investment Counselors/Portfolio Managers and other members of the business line regarding daily issues, process improvements, and relationship management.
- Acts as a centre of excellence for Investment Counsel and Institutional Portfolio Management to increase efficiency and promote best practice solutions across the team.
- Oversees administrative areas, to continually assess workflows to ensure efficient operations and compliance with all regulatory requirements and firm policies. Ensures the team adhere to applicable policies and procedures.
- Investigates and addresses issues brought forward relating to the performance of the Portfolio Associate team.
- Maintains expert knowledge and understanding of custodial and investment systems (i.e. Dataphile, PureWealth) along with associated processes and procedures; operating as a center of expertise for Investment Counsel/Portfolio Management in relation to administrative tasks.
- Collaborates with the Managing Director and strategic support unit partners to improve processes and support projects and development in the Private Investment Counsel business line.
Skills, experience & requirements
- Strong background in administration, preferably using a Portfolio Management System
- Minimum 5 years ICPM member firm experience
- Post secondary education preferred or equivalent related experience
- Successful completion of Canadian Securities Course
- Strong leadership, change management, coaching and team building skills, with the ability to foster a positive work environment
- Excellent knowledge and understanding of policies pertaining to investment operations and financial/ sales compliance with the ability to translate strategic plans into tactical activities
- Excellent customer service, communication, organizational and time management skills
- Ability to develop creative solutions to problems
- Readily adapts to changes in the organizational environment
- Leads by example with a positive attitude and friendly personality
- Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
- Demonstrates a high level of accuracy and attention to detail
- Effective relationship building, communication, and discovery skills with clients through virtual means while delivering exceptional client experience
- An ability to work independently, as well as collaboratively in a team environment
- Possess a sense of ownership and accountability for their quality of work
- A highly organized work approach and are able to meet time sensitive deadlines
- Exceptional written and verbal communication skills
- Proficient with office computer software and hardware (Google,Pure Wealth, iBalance)
- Completion and ongoing participation in supervisory/leadership courses is considered an asset
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 Partnership Accreditation in Indigenous 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.
About ATB Financial
For more than 85 years, ATB has been reimagining the way we do business. We’ve grown from one small treasury branch into Alberta’s largest provincially based financial institution, and we don’t have any plans to slow down now. We power possibility for our clients, our team members and our province—and we’re leading the way to a sustainable, innovative and prosperous future.
About ATB Financial
With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.
Top Benefits
About the role
Job ID
1846
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
K - OTH
Apply before
05 August 2025
Number of openings
1
Posting type
Internal & External
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 Wealth’s next Manager, Portfolio Associates you will be responsible for ensuring exceptional client experience, accurate and timely processing, maintaining adequate internal controls and exceeding service level standards across the combined Investment Counsel and Institutional client segments. This position provides leadership through motivation, training and development of the Portfolio Associates team. The Manager will identify areas for operational improvement and liaise with Operations groups (ATBIM & ATBSI), and Investment Counselors/Portfolio Managers to successfully manage change and adoption. This position, through strong leadership to the Portfolio Associates, will ensure that timely and effective support is provided to Investment Counsellors in the ultimate service to clients.
The focus of the Manager is to provide effective leadership, direction and development of the Portfolio Associate team. Responsibilities include ongoing review and analysis of processes and procedures, continually ensuring guidelines and policies are understood and followed to a high degree of accuracy. This position collaborates with other leaders and management to implement plans that result in the efficient operation of the Investment Counsel and Institutional Support group.
Accountabilities
- Leads the Portfolio Associate team in delivering quality support and service to Investment Counselors/Portfolio Managers and clients.
- Provides coaching, leadership and direction to the Portfolio Associates.
- Creates a culture of ownership and accountability, ensuring team members recognize their responsibility in the efficient fulfillment of all tasks to support the Investment Counselors/Portfolio Managers and their clients.
- Serve as a resource for questions, inquiries and primary escalation point for the team.
- Enhances employee engagement by promoting teamwork, communication and effectiveness in a positive and productive environment.
- Conducts performance monitoring and management, compensation decisions and identification of training and development requirements.
- Monitors staffing levels, including the selection and recruitment of qualified associates as vacancies and workloads demand, ensuring adequate staffing levels are maintained at all times.
- Facilitates learning and development through team meetings, coaching, experiential burst etc.
- Provides support continuity to Investment Counselors/Portfolio Managers as required.
- Establishes strong working relationships with other ATB business unit leaders and partners to maintain high levels of service and to resolve client issues in a timely manner
- Manages internal relationships with Operations teams to enable effective collaboration in the analysis and resolution of issues and concerns.
- Leverages appropriate partners within the ecosystem for issue escalation and problem resolution.
- Collaborates with the Managing Director, Investment Counselors/Portfolio Managers and other members of the business line regarding daily issues, process improvements, and relationship management.
- Acts as a centre of excellence for Investment Counsel and Institutional Portfolio Management to increase efficiency and promote best practice solutions across the team.
- Oversees administrative areas, to continually assess workflows to ensure efficient operations and compliance with all regulatory requirements and firm policies. Ensures the team adhere to applicable policies and procedures.
- Investigates and addresses issues brought forward relating to the performance of the Portfolio Associate team.
- Maintains expert knowledge and understanding of custodial and investment systems (i.e. Dataphile, PureWealth) along with associated processes and procedures; operating as a center of expertise for Investment Counsel/Portfolio Management in relation to administrative tasks.
- Collaborates with the Managing Director and strategic support unit partners to improve processes and support projects and development in the Private Investment Counsel business line.
Skills, experience & requirements
- Strong background in administration, preferably using a Portfolio Management System
- Minimum 5 years ICPM member firm experience
- Post secondary education preferred or equivalent related experience
- Successful completion of Canadian Securities Course
- Strong leadership, change management, coaching and team building skills, with the ability to foster a positive work environment
- Excellent knowledge and understanding of policies pertaining to investment operations and financial/ sales compliance with the ability to translate strategic plans into tactical activities
- Excellent customer service, communication, organizational and time management skills
- Ability to develop creative solutions to problems
- Readily adapts to changes in the organizational environment
- Leads by example with a positive attitude and friendly personality
- Strong work ethic with an ability to stay focused through periods of high volume and under demanding circumstances
- Demonstrates a high level of accuracy and attention to detail
- Effective relationship building, communication, and discovery skills with clients through virtual means while delivering exceptional client experience
- An ability to work independently, as well as collaboratively in a team environment
- Possess a sense of ownership and accountability for their quality of work
- A highly organized work approach and are able to meet time sensitive deadlines
- Exceptional written and verbal communication skills
- Proficient with office computer software and hardware (Google,Pure Wealth, iBalance)
- Completion and ongoing participation in supervisory/leadership courses is considered an asset
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 Partnership Accreditation in Indigenous 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.
About ATB Financial
For more than 85 years, ATB has been reimagining the way we do business. We’ve grown from one small treasury branch into Alberta’s largest provincially based financial institution, and we don’t have any plans to slow down now. We power possibility for our clients, our team members and our province—and we’re leading the way to a sustainable, innovative and prosperous future.
About ATB Financial
With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.