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Bilingual Relationship Manager
2 months ago
About the Role
We are seeking a highly skilled and experienced Bilingual Relationship Manager to join our team at EightSix Network. As a key member of our operations team, you will be responsible for managing relationships with our clients and stakeholders, providing operational support, and driving business growth.
Key Responsibilities
- Represent the Quebec Region in strategic and tactical decisions for new and ongoing initiatives, as well as regular occurrences of business processes.
- Share best practices and/or processes that CWMO are facilitating.
- Act as the Quebec Region's first point of contact for any escalations.
- Maintain the dashboard of CWMO metrics.
- Reinforce centrally issued operations communications for the Quebec Region ensuring up-to-date information is disseminated to branch leadership.
- Host regular calls between regional leadership, branch management and CWMO, creating the agenda, hosting the call, and managing any action item follow-up.
- Develop and maintain partnerships with key internal partners such as other operational teams, technology, compliance, and other Wealth Management business partners as well as external industry peers to influence business decision making on operational policy and process.
- Provide support with the implementation and documentation of operational processes and procedures including writing and editing documentation.
Requirements
- Must be fully bilingual in French and English.
- University degree required.
- 5+ years of relevant work experience.
- Experience in an investment/brokerage operations environment is required.
- Knowledge of Wealth Applications is an asset such as Broadridge, Salesforce, Score, Charles River.
- Project Management experience is an asset.
- Intermediate to advanced knowledge of MS Office, Visio, Excel, Adobe Acrobat Professional is required.
- Experience with managing a team and developing talent.
- Experience working with technology partners.
About Us
EightSix Network is a leading financial services company that provides innovative solutions to our clients. We value our employees and offer a dynamic and inclusive work environment. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
