Manager, Performance Management Unit

2 weeks ago

Vancouver, British Columbia, Canada Odlum Brown Limited Full time $82,000 - $90,000

WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years.

Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms.

We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years.

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe.

COMMUNITY
We are serious about supporting the communities where we live and work.

A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

We are committed to providing career-long support for learning and growth.

We have an opportunity for a Manager, Client Services to join our award-winning firm in the Vancouver office.

The Manager, Client Services leads the Account Transfers and Registered Accounts teams in providing exemplary client service to advisory groups in a fast-paced, ever-changing regulatory environment.

Reporting to the Senior Manager, Client Services, this role works in close collaboration with Compliance and other Client Services departments to ensure new and existing client account information is complete, accurate, compliant and processed in adherence with service level expectations.

You are a critical thinker and a master at managing different stakeholders with competing interests.

You are a subject-matter industry expert with diverse experience and in-depth knowledge of registered products, transfers, compliance, tax, trust and estates.

Your leadership style is proactive, results-oriented and supportive with proven expertise in the transformation, development and empowerment of team members.

Provide leadership to Account Transfers and Registered Accounts team members in delivering client service excellence to our Investment Advisor and Portfolio Manager teams
Support and coach the teams with a focus on incoming external client asset transfers and registered products, in collaboration with Supervisors and Team Leads
Inspire and develop team members to reach optimal performance
Leverage the talent management program to identify and mentor emerging leaders for succession planning

PROCESS MANAGEMENT
Coordinate and supervise activities for effective Account Transfers and Registered Accounts daily operations
Guide team members on client account activities related to registered products (RRSP, RESP, RRIF, RDSP, TFSA and FHSAs)
Ensure standard operating procedures are updated and followed, and service level agreements are met
Ensure accurate processing of Registered Accounts tax reporting
Provide expert advice in Account Transfers and Registered Accounts processes and best practices to advisors and their advisory support teams
Provide support and guidance to Account Transfers and Registered Accounts teams by managing escalations and responding to client requests
Develop subject-matter expertise and resource materials for all facets of Account Transfers and Registered Accounts, including interdependencies with Compliance, Accounting, Estates and Tax reporting requirements
Work with the Manager, Learning and Development (Client Services) to develop Account Transfers and Registered Accounts training programs to provide continuous learning for direct and indirect reports
Identify opportunities to streamline and effectively manage high volumes of client applications and information updates
Act as a key liaison with service providers, regulators and counterparties including CIRO, IIAC, CRA, IRS and Broadridge

A high degree of self-discipline with exceptional time management and organizational abilities to juggle multiple and competing priorities
Passion for providing client service excellence through teamwork and partnership

Minimum of 7 years of related industry experience with inspirational hands-on management skills
In-depth knowledge of the investment industry, regulatory environment, legal, estate and tax matters
An undergraduate level degree or equivalent work experience in a business-oriented discipline
Exposure to Account Transfers and Registered Accounts processes
Excellent communication and relationship-building skills
Ability to exercise good judgment and decision making within a policy and regulatory framework
Experience with Broadridge's Dataphile platform or similar client data information system
Project management and change management experience a strong asset
Proficient in MS Office (Outlook, Word, Excel and PowerPoint)

We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions.

flexible work options; Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

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