Strategic Operations Lead
1 week ago
**About the Role**
We are seeking a highly skilled and experienced Strategic Operations Lead to join our team at Worldsource Wealth Management.
The ideal candidate will have a strong background in operations management, with experience in overseeing integrated back office functions and ensuring compliance with regulatory requirements.
In this role, you will provide strategic leadership and support to our Vice President, Operations and Interim Vice President, Operations in driving business growth and improving operational efficiency.
Main Responsibilities:
- Supporting Regulatory Audits: Assist with all regulatory audits (MFDA and IIROC) and take a lead role in gathering requirements and assisting in review and audit response.
- Operational Change Management: Review, recommend, and institute operational changes in policies and procedures to increase efficiencies and tighten operational controls.
- Critical Issue Resolution: Solve complex issues that impact clients and work closely with managers and senior managers to ensure clear communication and handoff points to impacted departments and stakeholders.
- Relationship Building: Build and foster solid relationships with internal stakeholders, including sourcing, legal, compliance, finance, and wealth services & solutions.
- Project Implementation: Assist with implementing new products, services, and change management on strategic initiatives.
About You:
- Post-Secondary Education: A post-secondary education is required for this role.
- Experience: 10+ years of similar experience within the investment industry.
- Leadership Skills: Demonstrated leadership skills and competencies, including process orientation, accountability for results, client focus, developing others, and cross-organization collaboration.
- Technical Skills: Advanced knowledge of Microsoft Outlook, Word, Excel, and PowerPoint.
Compensation: This role offers a competitive salary of $120,000 - $150,000 per year, commensurate with experience. We also offer a comprehensive benefits package and opportunities for professional growth and development.
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