Manager, Fund Transitions

3 months ago

Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

**Manager, Product Transitions**

**Connor, Clark & Lunn Financial Group Ltd.**

**Vancouver**

Interested in joining one of Canada’s top performing asset managers? We are looking for a **Manager, Product Transitions **to join our Information Resources Group team**.** The role is part of the **Transitions Management Team** which is responsible for overseeing the onboarding of institutional clients and fund products. Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.

**What You Will Do**

As the Manager, Product Transitions, you will be responsible for overseeing the seamless integration and onboarding of new investment products, including Pooled Funds, Mutual Funds, UCITS, Collective Investment Trusts and LPs, ensuring efficient operational process and maintaining high standards of quality and compliance. The Manager will be responsible for leading the Product Transitions Team, providing strategic planning, team operations, process enhancements and training and development. You will play an essential role in driving operational excellence and team leadership through building strong relationships and processes with fund custodians, prime brokers, and investment and operations teams.
- Lead the end-to-end onboarding process for new investment products, collaborating closely with cross-functional teams including product development, portfolio management, legal, compliance and operations.
- Lead, structure and develop the Product Transitions Team while providing oversight of the day-to-day team functions.
- Team management including hiring, training, performance reviews and goal-setting.
- Develop and implement operational workflows, transition plans, processes and tools to streamline and enhance the onboarding experience.
- Conduct thorough review of product documentation, agreements and regulatory requirements to ensure compliance with industry standards and internal policies.
- Coordinate training sessions for internal stakeholders on new product features, operational procedures and compliance guidelines.
- Act as main contact for prime and FX broker onboarding, global market opening and management and fund set ups
- Analyze and identify operational and portfolio management requirements, potential risks and product needs.
- Monitor and report on the progress of product transition activities, identifying and mitigating any potential risks or delays.
- Work closely with other CC&L FG managers to coordinate project resources and timelines.
- Support the management team on strategic initiatives and development of the company and the team.

**What You Bring**
- An analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions.
- Strong leadership and team development skills
- Excellent communication skills with the ability to effectively communicate with external and internal stakeholders at all levels.
- Strong project management skills in managing multiple projects, prioritizing deadlines and delivery quality results in a fast-paced environment.
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- The willingness to dive deep into processes and operational requirements.
- A minimum 5 years’ experience in product management or investment operations in the financial services industry.
- The salary range for this position is $90,000 - $110,000 CAD annualized. The salary range provided reflects the base salary range for this position. Further questions may be directed to the HR team during the interview process_

**About Connor, Clark & Lunn Financial Group**
At Connor, Clark & Lunn Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
- Connor, Clark & Lunn Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age._

LI-SM1 #LI-Hybrid

  • Fund Accountant

    2 weeks ago

    Vancouver, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Fund Accountant for its Fund Valuation (FV) department. As a member of one of our Client-focused Fund Valuation teams, the Fund Accountant is responsible primarily for producing a daily/weekly/monthly Net Asset Value per Unit (NAVPU) for each assigned Client portfolio, in an accurate and timely manner. The position will...

  • Fund Accountant

    2 weeks ago

    Vancouver, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Fund Accountant for its Fund Valuation (FV) department. As a member of one of our Client-focused Fund Valuation teams, the Fund Accountant is responsible primarily for producing a daily/weekly/monthly Net Asset Value per Unit (NAVPU) for each assigned Client portfolio, in an accurate and timely manner. The position will...

  • Intern, Fund Accountant

    2 weeks ago

    Vancouver, BC, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Fund Accountant for its Fund Valuation (FV) department. As a member of one of our Client-focused Fund Valuation teams, the Fund Accountant is responsible primarily for producing a daily/weekly/monthly Net Asset Value per Unit (NAVPU) for each assigned Client portfolio, in an accurate and timely manner. the team goes into a...

  • Fund Accountant

    2 weeks ago

    Vancouver, BC, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Fund Accountant for its Fund Valuation (FV) department. As a member of one of our Client-focused Fund Valuation teams, the Fund Accountant is responsible primarily for producing a daily/weekly/monthly Net Asset Value per Unit (NAVPU) for each assigned Client portfolio, in an accurate and timely manner. The position will...

  • Fund Accountant

    2 weeks ago

    Vancouver, BC, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Fund Accountant for its Fund Valuation (FV) department. As a member of one of our Client-focused Fund Valuation teams, the Fund Accountant is responsible primarily for producing a daily/weekly/monthly Net Asset Value per Unit (NAVPU) for each assigned Client portfolio, in an accurate and timely manner. The position will...

  • Fund Accountant

    2 weeks ago

    Vancouver, British Columbia, Canada SGGG Fund Services Inc. Full time

    Job DescriptionSunridge Global Group Fund Services Inc. is a leading administrator of alternative funds, with $95 billion in assets under administration.We are seeking an experienced Fund Accountant to join our Fund Valuation team in a daily/weekly/monthly Net Asset Value per Unit (NAVPU) production role. The successful candidate will be responsible for...

  • Manager, Private Equity

    6 months ago

    Vancouver, Canada Pinnacle Fund Services Full time

    **Job description** As a Manager in the Private Equity Team you will be responsible for leading the relationship of a portfolio of private equity clients, responsible for reviewing client NAVs and contributing to the overall management of Pinnacle through active participation within the Management Team. You will work with close-ended Funds specializing in...

  • Analyst, Pooled Funds

    2 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Pooled Fund Operations** **Connor Clark & Lunn Financial Group** **London, Vancouver or Toronto** Are you a driven self-starter who enjoys the challenge of continuous learning and exposure to a broad range of areas related to a pooled fund? Are you a team player who has a keen eye for details and enjoy analyzing complex problems? We have an...

  • Manager, Transition Houses

    6 months ago

    Vancouver, Canada YWCA Metro Vancouver Full time

    Job DescriptionReporting to the Vice President of Housing and Violence Prevention, the Manager, Transition Houses oversees three second stage transition houses, two outreach programs for women who have experienced intimate partner violence, a PEACE program for children and youth who have witnessed and/or experienced abuse, and a SELF pilot program focusing...

  • Manager, Fund Transitions

    5 months ago

    Vancouver, Canada CC&L Financial Group Full time

    What You Bring An analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions. Strong leadership and team development skills Excellent communication skills with the ability to effectively communicate with external and internal stakeholders at all levels. Strong project management skills in managing...

  • Senior Transit Planning Manager

    2 weeks ago

    West Vancouver, British Columbia, Canada Westvancouver Full time

    West Vancouver is a vibrant community on the North Shore, boasting an array of parks, beaches, and sports, recreation, and arts amenities.We are seeking employees with a passion for public service to join our team in creating a complete, inclusive, and livable community.The District of West Vancouver's Transit Department is currently seeking a permanent...

  • Fund Development Manager

    6 months ago

    Vancouver, Canada Charitable Impact Full time

    **About Charitable Impact** Charitable Impact is here to help each and every generous Canadian create the meaningful change they seek in the world. Through the unique combination of our online giving tools, consultation services, and Donor Advised Fund - we equip donors (at any budget level) to manage all of their giving from one convenient place, engage...

  • Transitional Housing Manager

    6 months ago

    Vancouver, Canada Aboriginal Mother Centre Society Full time

    JOB POSTING Transformational Housing Manager Aboriginal Mother Centre Society The Aboriginal Mother Centre Society is a non-profit organization that provides Transformational Housing (TH) and other supports for single, Aboriginal mothers in Vancouver, including a licensed daycare for children age 3-5, and other social support programs to the TH Residents...

  • Fund Development Manager

    6 months ago

    Vancouver, Canada Charitable Impact Full time

    Are you an experienced fundraising professional looking to connect people with the causes that matter most to them? Are you interested in contributing to a coordinated approach to philanthropy? Look no further - join the Cause Funds team at Charitable Impact as our new Fund Development Manager. **The Cause Funds program** enables donors to give to a causal...

  • Fund Development Manager

    6 months ago

    Vancouver, Canada Charitable Impact Full time

    Are you an experienced fundraising professional looking to connect people with the causes that matter most to them? Are you interested in contributing to a coordinated approach to philanthropy? Look no further - join the Cause Funds team at Charitable Impact as our new Fund Development Manager. **The Cause Funds Program** enables donors to give to a causal...

  • Manager, Transit Network Management

    7 months ago

    Metro Vancouver Regional District, Canada TransLink Full time

    **Marketing Statement**: A career at TransLink and our family of companies means working with people with a wide range of skills and perspectives, all teaming up towards a common goal: preserving and enhancing the region's world-envied quality of life. Together, we connect the region and enhance its livability by providing a sustainable transit and...

  • Compliance Analyst

    3 months ago

    Vancouver, Canada Pinnacle Fund Services Full time

    **Company description** Pinnacle Fund Services (“Pinnacle”) is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. **Job description** As a Compliance Analyst at...

  • Fund Accountants

    2 weeks ago

    Vancouver, Canada Trez Capital Full time

    strong>Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to...

  • Funding Officer

    7 months ago

    Vancouver, Canada MCAP Full time

    **Funding Officer** **MCAP at a Glance** Joining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success! At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total rewards offering, a...

  • Fund Accountants

    2 weeks ago

    Vancouver, Canada Trez Capital Group Full time

    p>Monday, October 21, 2024Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional...