Associate Manager, Dealer Relations, Recordkeeping

2 weeks ago

Toronto, Canada CIBC Mellon Full time

**Company Information**:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

**Position Overview**:
The Associate Manager, Dealer Relations, Recordkeeping, builds and sustains key relationships between CIBC Mellon, its clients and the Canadian Mutual Fund broker dealer community (distributors, deals and brokers), developing and supporting communication initiatives between these groups.

**Responsibilities**:

- Develops and maintains relationships with existing CIBC Mellon/URK Client representatives, mutual fund industry distributors, dealers and brokers, acting as a liaison between CIBC Mellon, the client, and the broker dealer community by providing details on client updates, industry changes, ESG Standards, FundSERV updates, Fund changes, dealer updates, and client conversions
- Schedules and leads regular meetings with representatives of the dealer community to build and reinforce CIBC Mellon business relationships, promote and improve channels of communication, and reduce administrative gaps
- Prepares, distributes and reports results of the dealer satisfaction survey, presentation of Dealer Service Report Card
- Directs and guides the Dealer Relations team on a technical process basis with: fund setups, dealer updates, conversions, correspondence, reporting, bulk transfers, dealer agreements, communications, etc.
- Advises and provides guidance to management, and other teams within the Unitholder Recordkeeping Department for new fund launches, industry compliance, the Prospectus, Offering Memorandum, Fund Fact Sheets, FundSERV, FUNDcom, electronic order processing, ESG standards, and electronic file forwarding.
- Collaborates on the review of various legal agreements and documentation including the dealer agreement and represents CIBC Mellon on industry related committees (i.e.IFIC, FundSERV/FUNDcom enhancements, IIROC,MFDA, etc.)
- Delivers or collaborates on client or internal presentations focusing on new product launches, investment fund changes, CDS rollovers, mergers, dealer updates, dealer agreements, semaphores, etc.

**Qualifications**:

- University education (graduate)
- 6-7 years relevant mutual fund industry experience
- Knowledge of the mutual fund industry; In depth knowledge and experience using FundSERV
- Communication skills, both verbal and written

**CIBC Mellon's Values**:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better

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