Manager, Fund Transitions
Apply NowCompany: Connor Clark and Lunn Financial Group
Location: Vancouver, BC V5M 1P7
Description:
Manager, Product Transitions
Connor, Clark & Lunn Financial Group Ltd.
Vancouver
Interested in joining one of Canada's top performing asset managers? We are looking for a Manager, Product Transitions to join our Information Resources Group team. The role is part of the Transitions Management Team which is responsible for overseeing the onboarding of institutional clients and fund products. Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.
What You Will Do
As the Manager, Product Transitions, you will be responsible for overseeing the seamless integration and onboarding of new investment products, including Pooled Funds, Mutual Funds, UCITS, Collective Investment Trusts and LPs, ensuring efficient operational process and maintaining high standards of quality and compliance. The Manager will be responsible for leading the Product Transitions Team, providing strategic planning, team operations, process enhancements and training and development. You will play an essential role in driving operational excellence and team leadership through building strong relationships and processes with fund custodians, prime brokers, and investment and operations teams.
The ideal candidate will have a deep understanding of product onboarding best practices, global market opening, excellent communication skills, strong project management abilities and the aptitude to lead a high performing team. Key responsibilities include:
What You Bring
The salary range for this position is $90,000 - $110,000 CAD annualized. The salary range provided reflects the base salary range for this position. Further questions may be directed to the HR team during the interview process
About Connor, Clark & Lunn Financial Group
At Connor, Clark & Lunn Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com.
Connor, Clark & Lunn Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
#LI-SM1 #LI-Hybrid
Connor, Clark & Lunn Financial Group Ltd.
Vancouver
Interested in joining one of Canada's top performing asset managers? We are looking for a Manager, Product Transitions to join our Information Resources Group team. The role is part of the Transitions Management Team which is responsible for overseeing the onboarding of institutional clients and fund products. Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.
What You Will Do
As the Manager, Product Transitions, you will be responsible for overseeing the seamless integration and onboarding of new investment products, including Pooled Funds, Mutual Funds, UCITS, Collective Investment Trusts and LPs, ensuring efficient operational process and maintaining high standards of quality and compliance. The Manager will be responsible for leading the Product Transitions Team, providing strategic planning, team operations, process enhancements and training and development. You will play an essential role in driving operational excellence and team leadership through building strong relationships and processes with fund custodians, prime brokers, and investment and operations teams.
The ideal candidate will have a deep understanding of product onboarding best practices, global market opening, excellent communication skills, strong project management abilities and the aptitude to lead a high performing team. Key responsibilities include:
- Lead the end-to-end onboarding process for new investment products, collaborating closely with cross-functional teams including product development, portfolio management, legal, compliance and operations.
- Lead, structure and develop the Product Transitions Team while providing oversight of the day-to-day team functions.
- Team management including hiring, training, performance reviews and goal-setting.
- Develop and implement operational workflows, transition plans, processes and tools to streamline and enhance the onboarding experience.
- Conduct thorough review of product documentation, agreements and regulatory requirements to ensure compliance with industry standards and internal policies.
- Coordinate training sessions for internal stakeholders on new product features, operational procedures and compliance guidelines.
- Act as a subject matter expert on operational aspects of investment products, providing guidance and support to internal teams as needed.
- Act as main contact for prime and FX broker onboarding, global market opening and management and fund set ups
- Analyze and identify operational and portfolio management requirements, potential risks and product needs.
- Monitor and report on the progress of product transition activities, identifying and mitigating any potential risks or delays.
- Work closely with other CC&L FG managers to coordinate project resources and timelines.
- Support the management team on strategic initiatives and development of the company and the team.
What You Bring
- An analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions.
- Strong leadership and team development skills
- Excellent communication skills with the ability to effectively communicate with external and internal stakeholders at all levels.
- Strong project management skills in managing multiple projects, prioritizing deadlines and delivery quality results in a fast-paced environment.
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- The willingness to dive deep into processes and operational requirements.
- A minimum 5 years' experience in product management or investment operations in the financial services industry.
The salary range for this position is $90,000 - $110,000 CAD annualized. The salary range provided reflects the base salary range for this position. Further questions may be directed to the HR team during the interview process
About Connor, Clark & Lunn Financial Group
At Connor, Clark & Lunn Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com.
Connor, Clark & Lunn Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
#LI-SM1 #LI-Hybrid