Financial Operations Director
4 weeks ago
We are a leading global wealth management and asset management advisory services company. Our commitment to providing the highest-quality investments and advice has earned us a reputation as a trusted partner for individuals and institutions.
Job SummaryWe are seeking a highly experienced Financial Operations Director to lead our Canadian Wealth Operations department. The successful candidate will oversee end-to-end processes for financial settlements, reconciliations, and related activities. This leadership role requires a strategic thinker with a strong background in finance and a deep understanding of settlements and reconciliation processes.
Key Responsibilities- Lead and mentor a high-performing team of settlements and reconciliation professionals.
- Develop and implement strategic plans to optimize settlement and reconciliation processes.
- Oversee daily operations of settlements and reconciliations, ensuring timely and accurate processing of financial transactions.
- Monitor and manage operational risks, implementing controls to mitigate potential issues.
- Collaborate with technology and business units to integrate new systems and tools.
- 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.
- $120,000 - $150,000 per year, depending on experience.
- Modern HQ location within walking distance from Union Station.
- Flexible & Hybrid Work Program.
- Equipment Purchase Program.
- Training Reimbursement.
- Paid Professional Designations.
- Employee Share Purchase Program (ESPP).
- Corporate Discount Program.
- Enhanced group benefits.
- Parental Leave Top–up program.
- Fitness membership discounts.
- Volunteer paid Days.
- Complimentary vending machines.
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