Manager, Transitions

2 weeks ago

Toronto, Ontario, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.


JOB OVERVIEW

WHAT YOU WILL DO

  • Managing operational activities within our Transitions area and ensuring smooth workflow volumes and system for the teams
  • Oversee the onboarding of advisor assets and any processes required to complete the task
  • Manage and ensure staff adhere to both internal and external Service Level Agreements
  • Ensure the Administrators follow company policies and procedures at all times with no exceptions unless approved by a supervisor or manager
  • Review the individual team policies and ensure procedures are updated by documenting and redesigning work processes as needed
  • Develop and guide team members in acquiring sufficient knowledge and training in order to perform their duties whilst also ensuring all team members have adequate back up when required
  • Evaluate the capacity of the team during peak season and offpeak season and assign projects as required
  • Lead, coach and develop team members to develop and improve the teams' processes, practices and procedures
  • Responsible for evaluating and completing performance reviews for the teams and conducting quarterly performance reviews and recommending ratings for individual team members

WHAT YOU WILL BRING

  • College/University Degree, or equivalent experience
years' experience within the financial services industry

  • Leadership experience in managing a team
  • Mutual fund and/or securities operation experience
  • Understanding of dealer backoffice procedures
  • Successful completion of IFIC and CSC is an asset
  • RPM, Fundserv, ATON, PureFees experience an asset
  • Strong understanding around onboarding of new business
  • Excellent communication and listening skills to understand business needs and translate those needs into workable solutions
  • Effective timemanagement, ability to manage tasks simultaneously and adapt to changing priorities
  • Strong leadership skills with the ability to work within a fastpaced team oriented environment
  • High degree of accuracy, ability to work under pressure and to meet deadlines
LI-HYBRID


CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.

Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.

Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

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