Senior Manager of Retail Portfolio Operations
Apply NowCompany: Connor Clark and Lunn Financial Group
Location: Toronto, ON M4E 3Y1
Description:
Senior Manager of Retail Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd. ("CC&LFG")
Toronto, Ontario
Interested in joining one of Canada's top performing asset managers? We are looking for an experienced and enthusiastic Senior Manager to join our Investment Resource Group. This position reports to the Director, Investment Resource Group. The Senior Manager of Retail Portfolio Operations will work alongside a team of senior financial operations professionals to support the operation of CC&L's wealth management and private market affiliates.
What You Will Do
What You Bring
About Connor, Clark & Lunn Financial Group
At CC&L 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 $139 billion in client 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 cclgroup.com.
CC&L 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.
To apply for this position, please submit your resume and cover letter as one PDF.
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-HYBRID #LI-JB1
Connor, Clark & Lunn Financial Group Ltd. ("CC&LFG")
Toronto, Ontario
Interested in joining one of Canada's top performing asset managers? We are looking for an experienced and enthusiastic Senior Manager to join our Investment Resource Group. This position reports to the Director, Investment Resource Group. The Senior Manager of Retail Portfolio Operations will work alongside a team of senior financial operations professionals to support the operation of CC&L's wealth management and private market affiliates.
What You Will Do
- Oversee day-to-day operations of a team of professionals providing trade support, billing, reporting, unitholder recordkeeping services for our retail and private client affiliates.
- Ensure that operational processes and technology platforms are running smoothly and efficiently.
- Manage day-to-day operational challenges, including handling inquiries from wealth advisors, client service teams, compliance, and other departments.
- Coordinate servicing with custodial banks and other service providers.
- Troubleshoot and resolve issues related to workflows, technology platforms, and data management.
- Partner with IS teams and vendors to resolve system-related roadblocks that impact operations.
- Proactively identify inefficiencies in operational processes and systems, implementing changes to streamline workflows, reduce pain points, and enhance productivity.
- Collaborate with the IS teams on system updates, enhancements, and provide users with ongoing support for day-to-day usage.
- Create and maintain clear documentation for operational processes and technology tools.
- Manage escalated issues from internal teams and clients, ensuring timely resolution and clear communication of status updates.
- Contribute to key business initiatives, such as system upgrades, process reengineering, and operational transformations.
What You Bring
- Bachelor's degree in business, Information Systems or related field. Additional certifications in operations management are a plus.
- 8-12 years of experience in operations, technology support, or a related field in asset management or financial services.
- Experience with troubleshooting operational or technology-related issues, with a focus on quick and effective resolutions.
- Effective decision-making, critical thinking, and problem resolution skills
- Excellent communication skills with the ability to interact effectively with both technical and non-technical stakeholders.
- Proven ability to build strong partnerships and influence business decisions with all levels of leaders.
- Strong understanding of financial systems and tools used in asset management.
- Project management skills, strong analytical and organization skills are critical.
About Connor, Clark & Lunn Financial Group
At CC&L 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 $139 billion in client 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 cclgroup.com.
CC&L 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.
To apply for this position, please submit your resume and cover letter as one PDF.
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-HYBRID #LI-JB1