Relationship Manager, Transitions

4 weeks ago

Toronto, 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.

WHAT YOU WILL DO
- Lead and manage a transition service and operations team, ensuring excellence in performance and task execution.
- Oversee the onboarding of advisor assets and triage associated service items
- Cultivate a collaborative and high-performance team environment.
- Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
- Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
- 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
- Effectively track team statistics to manage the volume of inquiries.
- Collaborate closely with the back office for escalations and identify workflow efficiencies
- 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
- 3 - 5 years’ experience within the financial services industry
- Leadership experience in managing a team
- Mutual fund and/or securities operation experience
- Understanding of dealer back-office procedures
- Successful completion of IFIC and CSC is an asset
- RPM, Fundserv, ATON, Salesforce, PureFees experience an asset
- Strong understanding around onboarding of new business and/or Advisor Recruitment
- Excellent communication and listening skills to understand business needs and translate those needs into workable solutions
- Effective time-management, ability to manage tasks simultaneously and adapt to changing priorities
- Strong leadership skills with the ability to work within a fast-paced team oriented environment
- High degree of accuracy, ability to work under pressure and to meet deadlines

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.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering

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