Director, Business Operations Support

3 weeks ago

Québec QC, Canada IG Wealth Management Full time

POSITION SUMMARY

The Director, Business Operations Support & Controls is responsible for providing oversight and strategic direction for the key functions delivering configuration of back-office systems supporting product launches, coordinating production issue resolution with IT partners, supporting mailings to advisors and clients scheduled and as needed for Business teams and ensuring we are monitoring and reporting on CSO controls.

DUTIES INCLUDE:
  1. Work in partnership with the AVP, Business Operations Support & Controls to ensure BOS teams are collaborating and meeting targets on IGM deliverables for fund/product launches/changes, configuration of SAS, RBroker, and IG downstream systems.
  2. Ensure the BOS teams are meeting cross-training goals to support IGM teams and all new team members are trained cross-functionally for MI, Counsel, Canada Life, and IG product support.
  3. Work closely with IGM Product, Distribution, Legal, Compliance, Fund Services, IG Wealth Operations, MI Client Solutions, and IGM Contact Center teams on product support, implementation of regulatory and discretionary projects and any BAU business needs.
  4. Ensure Operational Servicing team delivering their mailings to meet defined SLAs. The team is cross-trained to deliver databases, create quality communications via email and mail that allow us to service regulatory and discretionary mailings to clients and advisors.
  5. Work with Sr. Managers to identify and implement continuous improvement initiatives to deliver efficiencies, reduce costs, and improve processes.
  6. Ensure teams are creating and maintaining procedure documents and sharing knowledge. Documentation is maintained on shared folders providing access to leaders and team members.
  7. Supporting the AVP to build out tracking of team productivity and dashboards that help in resource planning and supporting Business needs.
  8. Ensuring collaboration with their leaders and teams and those reporting directly to the AVP.
  9. Supporting the AVP to set up and maintain a Controls framework for Service delivery, Controls, and Continuous Improvement and CSO teams.
  10. Enable an engaging environment and support development for leaders and team members through ongoing coaching and providing challenging work assignments.
  11. Support the AVP on reporting requirements for Sr. Management and Service Excellence.
  12. Develop relationships and collaborate with key stakeholders across the organization to enable effective service delivery.
QUALIFICATIONS:
  • Superior communication skills , both written and verbal with a demonstrated ability to interact effectively at all levels.
  • Minimum 10 years’ experience working in a financial services industry setting.
  • Completion of a post-secondary degree or equivalent applicable to the role.
  • Investment industry knowledge. Completion of Canadian Securities Course is an asset.
  • Demonstrated management and leadership experience.
  • Strong analytical, decision-making skills with attention to detail.
  • Strong leadership skills with the ability to lead change management activities and mentor and influence others.
  • Ability to work in a fast-paced and agile work environment.
  • Ability to work autonomously , with high levels of initiative, accountability, and a progressive attitude towards innovation and change.
  • Project management & change management skills.
  • Results Oriented: Detail-oriented with the ability to delegate and meet strict deadlines and the ability to set high goals and standards for the teams.
  • Proficiency in using MS Excel, MS Word, Microsoft projects and MS PowerPoint.
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