Slcsi Operations Specialist
2 weeks ago
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer. Our dedicated team, under the leadership of the AVP, Operations, Retail Wealth Enablement, is responsible for not only initiating and nurturing the wealth management segment but also ensuring operational excellence with a keen focus on first time-right process design. We place a strong emphasis on partner servicing, aligning with internal and external stakeholders, and driving process optimization to create efficient, cost-effective operations that meet both current and future scalability requirements. Our commitment to delivering high-quality wealth solutions, building strong relationships, and driving innovation within the department, all with a cost-conscious approach, is central to our mission of launching a market competitive Investment dealer.
**What will you do**:
- ** Process Development**: Develop dealer processes and implement workflows to ensure the delivery of excellent service to advisors and their clients.
- ** Operational Excellence**: Lead the pursuit of operational excellence within the wealth business, ensuring seamless and efficient operations through best-in-class processes.
- ** Partner Servicing**: Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business.
- ** Stakeholder Liaison**: Build and maintain strong working relationships with internal stakeholders (ie: advisors, compliance, product, management) and external partners (ie: carrying broker, 3rd party vendors, manufacturers).
- ** Ongoing Support**: Lead and/or support various projects related to the establishment and further enhancement of the dealer platform.
- ** Run the Business**: Play a lead role in operational processing and day to day requirements to run the business, including transaction processing, reconciliation, fees, account management, and other operational activities.
- ** Special Projects as requested.**
**What do you need to succeed**:
- Organizational awareness and proven success in delivery.
- Strong strategic vision with proven leadership and relationship management experience.
- University Degree Required, continuing education preferred (CFA, CSC)
- Programming expertise and change management certification, Six Sigma Black Belt Preferred Proven ability to thrive in a chaotic and/or fast paced environment.
- Proven practice and understanding of the Sun Life Framework and Strategic Goals
- Strong Judgment with excellent organizational, analytical and problem-solving skills Excellent verbal and written communication skills including facilitation English (United States) & Accessibility. Good to go ere to search.
- Attention to detail with an ability to see the "big picture" and to articulate essential facts.
- Requires over 5 years or more of wealth operations experience
- Experience leading teams of analysts & Subject Matter Experts on large and complex technology projects
- Project Management and Process Improvement skills with ability to accelerate project deliverables, influence other teams, navigate and prioritize time and scope
- Experience implementing technology including change management, interacting with Business Architecture
- Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex, and often ambiguous environment
- A relationship builder who can make things happen with positive influence
- Exceptional communication skills with the ability to communicate for an executive level audience
- Must possess strong interpersonal skills to guide others to a desired conclusion and can hold them accountable
- Understanding of Wealth Products and Wealth Operations an asset
- Ability to develop, communicate and deliver on business strategy
**What's in it for you?**
- Hybrid work environment.
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- A friendly, collaborative, and inclusive culture.
- The opportunity to move along a variety of career paths with amazing networking potential.
- An environment of continuous learning and improvement.
- A
-
SLCSI Operations Specialist
2 weeks ago
Waterloo, Canada Sun Life Full timeJob Description : The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer. Our dedicated team, under the leadership of the AVP, Operations, Retail Wealth Enablement, is responsible for not only initiating and nurturing the wealth management segment but also ensuring...
-
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Investment Operations Specialist
5 hours ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Investment Operations Specialist
10 hours ago
Waterloo, Canada Equitable Life of Canada Full timeInvestment Operations Specialist Waterloo, ON, Canada Req #2288 Friday, May 31, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...
-
People Operations Specialist
1 month ago
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
IT Specialist
4 weeks ago
Waterloo, Canada P&P Optica Full time**About P&P Optica** We’re a truly diverse team in every sense of the word, and our team is incredibly smart. Our culture is respectful and caring, and work-life balance is a real thing! PPO is a well-funded, scaling company with huge opportunities for career growth in every part of the organization. If you’re looking for an opportunity to tackle...
-
Service Specialist
1 month ago
Waterloo, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....
-
Marketing Specialist
1 month ago
Waterloo, Canada University of Waterloo Full timeOverview: The Marketing Specialist is responsible for the research, development, coordination and promotion of marketing efforts for a defined area within the Waterloo Undergraduate Student Association (WUSA). The incumbent is responsible for developing, implementing and monitoring strategic marketing initiatives designed to maximize awareness of their...
-
Marketing Specialist
1 month ago
Waterloo, Canada University of Waterloo Full timeOverview: The Marketing Specialist is responsible for the research, development, coordination and promotion of marketing efforts for a defined area within the Waterloo Undergraduate Student Association (WUSA). The incumbent is responsible for developing, implementing and monitoring strategic marketing initiatives designed to maximize awareness of their...
-
FUTURE OPPORTUNITY
4 weeks ago
Waterloo, Canada Sun Life Financial Full timeFUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096510 You are as unique as...
-
FUTURE OPPORTUNITY
4 weeks ago
Waterloo, Canada Sun Life Financial Full timeFUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096510 You are as unique as...
-
FUTURE OPPORTUNITY
4 weeks ago
Waterloo, Canada Sun Life Financial Full timeFUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096510 You are as unique as...
-
Communications Specialist
1 month ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 18 months** At the University of Waterloo (Waterloo) and within the Co-operative and Experiential Education (CEE) unit’s Communications, Engagement and Digital Experience (CEDE) team, the Communications Specialist plays a key role in the development and implementation of all activities associated with a strategic and integrated CEE...
-
Lab Program Development Specialist
4 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 2 years.** The Lab Development Specialist is accountable to the Lab Director and provides developmental leadership and support for the undergraduate lab courses. The Lab Development Specialist, in conjunction with the Lab Director, develops and ensures that instructional content, design and skill development enhance the learning experience...
-
Communications Specialist
4 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 14 Months** **Two contract roles are availible** At the University of Waterloo (Waterloo) and within the Co-operative and Experiential Education (CEE) unit’s Communications, Engagement and Digital Experience (CEDE) team, the Communications Specialist plays a key role in the development and implementation of all activities associated...
-
Order Administration Specialist
4 hours ago
Waterloo, Canada Open Text Corporation Full time**Order Administration Specialist**: - Req id: 38109- Waterloo, ON, CA**OPENTEXT - THE INFORMATION COMPANY** As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management. **Overview**: Reporting...
-
Senior Sourcing Specialist
4 days ago
Waterloo, Canada Randstad Canada Full timeOur client is seeking a Senior Sourcing Specialist to join their team. Reporting to the Director, Vendor Management & Operational Sourcing, the Sourcing Specialist leads indirect tail spend management initiatives such as vendor consolidation while balancing sourcing & contract execution for low dollar, low risk procurement transactions. This role requires a...
-
Outreach Events Specialist
2 days ago
Waterloo, Canada University of Waterloo Full timeOverview: The Centre for Education in Mathematics & Computing (CEMC) is Canada’s largest and most recognized outreach organization for promoting and creating activities and materials in mathematics and computer science and is housed within the Faculty of Mathematics at the University of Waterloo. Our mission is to increase interest, enjoyment, confidence,...
-
IT Technology Specialist I
1 month ago
Waterloo, Canada Perimeter Institute for Theoretical Physics Full timePerimeter Institute for Theoretical Physics is an independent, resident-based research institute devoted to foundational issues in theoretical physics at the highest levels of international excellence. With a mission to advance our understanding of the universe at the most fundamental level, and stimulate the breakthroughs that could transform our future....
-
Information Technology Specialist
4 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview: The Information Technology Specialist (IT Specialist) is responsible for the provision and support of all information technology and related computing systems in the David R. Cheriton School of Computer Science. These responsibilities include management of computing environments and supporting infrastructure, enabling and improving outcomes for...