Head of Settlements and Reconciliation Lead

4 weeks ago

Toronto, Ontario, Canada CI Financial Full time

At CI Financial, we're committed to providing a work environment that fosters growth, innovation, and collaboration. As a key member of our team, you'll play a critical role in shaping the future of our company.

Job Summary

The Head of Settlements and Reconciliation will lead and oversee the end-to-end processes for financial settlements, reconciliations, and related activities within the Canadian Wealth Operations department. This leadership role requires a strategic thinker with a strong background in finance, a deep understanding of settlements and reconciliation processes, and a commitment to maintaining the highest standards of accuracy and efficiency.

Key Responsibilities
  • Lead, mentor, and develop a high-performing team of settlements and reconciliation professionals.
  • Ensure the team is equipped with adequate and best-in-class skillsets to reconcile transactions, diagnose gaps, recommend optimization of processes, investigate exceptions, resolve and/or escalate operational issues, and share feedback through stakeholder engagement and reports in a timely and efficient manner.
  • Foster a culture of continuous improvement, collaboration, and accountability within the team.
  • Develop and implement strategic plans to optimize settlement and reconciliation processes.
  • Demonstrate a broad organizational perspective, consistently making decisions and taking actions that contribute to the success of the entire company, beyond individual or team interests.
  • Responsible for daily management of a team, including motivating, recognizing, and rewarding, coaching, counseling, training, and problem-solving. Additionally, the position is responsible for assisting the Business Partner and Quality Assurance Teams with development, analysis, and implementation of staffing, training, scheduling, and reward/recognition programs.
  • Oversee the daily operations of settlements and reconciliations, ensuring timely and accurate processing of financial transactions.
  • Monitor and reconcile the daily security transactional activity in depositories, including CDS, DTC, the mutual fund settlement system of Fundserv, and Cannex.
  • Maintain the security master and ensure accuracy of daily pricing and valuation of securities and positions.
  • Ensure compliance with all regulatory requirements and internal policies.
  • Monitor and manage operational risks, implementing controls to mitigate potential issues.
Requirements
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Advanced degree (MBA, CFA, CPA) preferred.
  • Minimum of 10 years of experience in financial operations, with a focus on settlements and reconciliation within wealth management. Proven track record of leadership and management experience.
  • Strong understanding of financial instruments, markets, and settlement processes.
  • Excellent analytical and problem-solving skills, with a keen attention to detail.
  • Strong leadership and team management skills, with the ability to inspire and motivate others.
  • Proficient in the use of financial software and systems, with experience in implementing technology solutions.
  • Excellent communication and interpersonal skills, with the ability to interact effectively with stakeholders at all levels.
About CI Financial

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.

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