Strategic Relationship Manager for Financial Institutions
3 days ago
We are seeking a highly skilled Strategic Relationship Manager to join our team at RBC Investor Services Trust.
About the OpportunityThis is a unique chance to leverage your exceptional communication and relationship-building skills to foster strong connections with external Broker / Dealer and Intermediary communities. As a key contact, you will be responsible for investigating and responding to inquiries related to trade processing and settlement, ensuring seamless operations between clients and our organization.
Main Responsibilities:- Investigate and respond to client inquiries received through various channels.
- Maintain accurate records of dealer and intermediary setups on our systems.
- Identify and resolve Fundserv file and trade issues across all clients.
- Perform commission and trailer fee reconciliations.
- Develop and maintain relationships to deliver high-quality service delivery to clients and partners through regular communication and meetings.
- Educate dealers on industry standards and requirements.
- Represent Dealer Relations in operational meetings and client launches.
- Create and distribute Fund Information Sheets.
- Communicate and disseminate information using Fundserv's Fund Company Bulletin mailing service and targeted emails.
- Mentor and assist team members in problem resolution.
- Continuously improve processes to enhance efficiency and reduce risk.
- 4+ years of relevant work experience within the financial industry.
- Mutual Fund Back Office or Dealer Back office Operational experience.
- Exceptional knowledge of Mutual Funds, Hedge Funds, and Segregated Funds.
- Strong communication and client relation skills.
- Strong organizational and prioritization skills.
- Knowledge of the Investment fund Industry and Fundserv distribution network.
- A competitive salary estimated to be around $80,000-$110,000 per year, depending on qualifications and experience.
- An excellent benefits package, including bonuses and flexible benefits.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
RBC Investor Services Trust is committed to delivering trusted advice to help our clients thrive and communities prosper. We value diversity, inclusion, and equity, and strive to create a workplace where everyone can bring their true selves to work.
-
Toronto, Ontario, Canada Ebury Full timeEbury is a leading fintech company, recognized as one of the top 15 European Fintechs to work for by AltFi. We offer a range of innovative financial solutions including FX risk management, trade finance, currency accounts, international payments, and API integration.Job OverviewWe are seeking an experienced professional to join our Whitelabel Partnerships...
-
Senior Financial Institutions Broker
4 weeks ago
Toronto, Ontario, Canada Willis Towers Watson Full timeSenior Broker, Financial InstitutionsAt Willis Towers Watson, we are seeking a highly skilled Senior Broker to join our Financial Institutions & Professional Services (FIPS) Industry Vertical Division. The successful candidate will be responsible for managing the day-to-day broking responsibilities for Financial & Executive Risk lines and Property & Casualty...
-
Toronto, Ontario, Canada Aviso Wealth Full timeAviso Wealth: Where Leadership Meets InnovationWe are a leading wealth management organization dedicated to improving the financial well-being of Canadians. Our company is built on values such as leadership, innovation, partnership, responsibility, and community.As a strategic sales and relationship director, you will be part of our Correspondent &...
-
Toronto, Ontario, Canada WTW Full timeAt WTW, we are seeking a Senior Broker to join our Financial Institutions & Professional Services (FIPS) Industry Vertical Division. This role will involve managing day-to-day broking responsibilities for Financial & Executive Risk lines and Property & Casualty programs, working independently and in conjunction with other team members.Key...
-
Relationship Manager, Client Experience Team
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeJob SummaryCI Financial is seeking a skilled Relationship Manager, Client Experience Team to play a crucial role in advisor satisfaction. This position involves leading a team of service and operations professionals to deliver top-quality experience to end clients.Key ResponsibilitiesLead and manage an assigned client service team to ensure excellence in...
-
Director of Strategic Partnerships
3 weeks ago
Toronto, Ontario, Canada Float Financial Solutions Inc. Full timeAbout FloatFloat is a leading provider of innovative financial solutions for Canadian businesses. As one of Canada's fastest-growing companies, we're committed to delivering exceptional value to our customers through our smart corporate card, bill pay, and spend management platform.Job SummaryWe're seeking a highly skilled Director of Strategic Partnerships...
-
Old Toronto, Ontario, Canada United for Literacy Full timeStrategic Financial LeadershipUnited for Literacy seeks a seasoned financial executive to lead its financial and administrative operations. The ideal candidate will possess a strong background in finance, accounting, and leadership.The VP Finance and Administration will be responsible for providing strategic guidance and oversight to the organization's...
-
Strategic Academic Institution Manager
3 days ago
Toronto, Ontario, Canada FICUS EDUCATION INC. Full timeAbout FICUS Education Inc.We are a leading academic institution seeking an experienced Strategic Academic Institution Manager to oversee our operations. The successful candidate will have excellent leadership and management skills, with the ability to coordinate the work of regions, divisions, or departments.SalaryThe estimated annual salary for this...
-
Toronto, Ontario, Canada AXIS Capital Full timeAbout the RoleThis is an exciting opportunity to join AXIS Capital, a leading global provider of specialty lines insurance and reinsurance. As a Senior Underwriter, Financial Institutions, you will play a key role in analyzing and evaluating complex policies for public and private banks, insurance companies, hedge funds, and other financial institutions.Key...
-
Toronto, Ontario, Canada Toronto Metropolitan University Full timeAbout Toronto Metropolitan UniversityWe are a comprehensive innovation university, committed to equity, diversity, and inclusion. Our institution is dedicated to creating an inclusive environment where everyone feels valued and respected.The Associate Director of Procurement Services will be part of our Financial Services division, responsible for managing...
-
Toronto, Ontario, Canada AXIS Capital Full timeAbout AXIS CapitalWe are a trusted global provider of specialty lines insurance and reinsurance, known for our outstanding client service, intelligent risk taking, and superior risk-adjusted returns for our shareholders.Our entrepreneurial, disciplined, and ethical corporate culture is built on the foundation of creating an inclusive and welcoming...
-
Toronto, Ontario, Canada Interac Corp. Full timeAbout This RoleWe are seeking a highly skilled Strategic Client Relationship Manager to lead our financial services efforts. In this critical role, you will develop and execute sales and relationship management strategies to drive commercial outcomes for our designated clients.
-
Senior Lead Underwriter Financial Institutions
3 weeks ago
Toronto, Ontario, Canada AXIS Capital Full timeKey Responsibilities:The Senior Underwriter Financial Institutions will analyze and review complex policies for public & private banks, insurance companies, hedge funds, investment advisors, and other financial institutions, ensuring exceptional risk management practices.What You Will Do:Underwrite and manage an existing book of Financial Institution...
-
Toronto, Ontario, Canada WTW Full timeJob SummaryWe are seeking a highly skilled Senior Broker to join our Financial Institutions & Professional Services team. This role will be responsible for managing the day-to-day broking responsibilities for Financial & Executive Risk lines and Property & Casualty programs.About the RoleThe Senior Broker will work closely with Senior Client Advocates and...
-
Senior Broker, Financial Institutions Specialist
1 month ago
Toronto, Ontario, Canada WTW Full timeSenior Broker, Financial InstitutionsThe Senior Broker role within the Financial Institutions & Professional Services (FIPS) Industry Vertical Division is a key position that requires managing the day-to-day broking responsibilities for Financial & Executive Risk lines and Property & Casualty programs. This includes handling new and renewal business,...
-
Senior Financial Institutions Underwriter
3 weeks ago
Toronto, Ontario, Canada AIG Full timeTransformative Leadership OpportunityAIG is seeking a highly skilled and experienced Senior Financial Institutions Underwriter to play a key leadership role in driving business growth and delivering exceptional results in our Financial Lines division.As a Senior Financial Institutions Underwriter, you will be responsible for operating within our Financial...
-
Toronto, Ontario, Canada AXIS Capital Full timeAbout AXIS CapitalWe are a trusted global provider of specialty lines insurance and reinsurance. Our outstanding client service, intelligent risk taking, and superior risk-adjusted returns for our shareholders set us apart.Role OverviewThe Senior Underwriter, Financial Institutions will analyze, review, evaluate, and monitor new and renewal accounts for...
-
Chief Financial Officer
4 weeks ago
Old Toronto, Ontario, Canada Sun Life Financial Full timeSLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. Our commitment to organic and strategic growth has resulted in over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we benefit from the stability and strength of our relationship...
-
Toronto, Ontario, Canada Company 19 - John Hancock Life Insurance Company (U.S.A.) Full timeAbout the RoleWe are seeking a highly skilled Strategic Operations Manager to join our Institutional Business team in Boston, Massachusetts.Job SummaryThe Strategic Operations Manager will be responsible for organizing and prioritizing critical issues and information to enable timely and effective decision-making by relevant stakeholders.Key...
-
Strategic Partnership Specialist
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeJob SummaryAs a key member of the CI Financial team, you will play a crucial role in delivering exceptional client experiences, driving business growth, and fostering strong relationships with advisors. This role requires a collaborative and results-driven individual who can lead a team of service professionals to ensure seamless operations and high-quality...