Investment Operations Manager

Area of Interest: Operations

A career as a Manager - Investment Operations within the large Securities Operations team (Investment Operations) means being at the heart of deliveriing products and services to National Bank’s wealth management clients.

You will manage a team of 35 employees. To succeed, you will be supported by 2 section managers and experts.

You’ll be based in Toronto. e.

Your role

• Manage and engage a team responsible for operational processes
• Develop a business plan for your sector that aligns with the bank’s objectives
• Implement strategies to improve efficiency and productivity
• Help improve operations by identifying and preventing/correcting problems
• Keep up to date with the latest technology and work processes to increase productivity and reduce costs
• Help your team excel by setting and monitoring performance goals
• Engage and help your employees grow and develop their skills
• Collaborate effectively with industry partners.

Your team

At NBIN (National Bank Independent Network), your team – CPMC (Client Profile Management Control) – is in charge of opening accounts and managing documentation. You report to the Senior Manager - Investment Operations.

When a new customer joins the bank via NBIN, we need to ensure that the accounts are properly configured in our systems. At the same time, we must comply with the regulations by correctly processing the various information provided by our new client to ensure the tax regulation and industry in general.

This position allows you to collaborate with several teams in Montreal (operations, operational compliance and several business line teams).

You develop your knowledge of operations end to end, collaborate in projects and everything related to continuous improvement.

You further develop your management, operational and regulatory skills.

The investment operations sector offers several opportunities.

Prerequisites

• BA related to industry and several years of relevant experience
• Experience in managing people and coaching less experienced managers
• Experience in operations management and process optimization
• Experience in project management, particularly improvement (e.g. Lean 6 Sigma - green belt)
• Experience in planning and organizing work based on volume, resources and priorities
• Experience in managing operational performance (KPI, deadlines, quality) and collective performance (synergy and teamwork)
• Knowledge of securities regulation (CRS, FATCA, QI, RPCFAT), an asset
• Good communication and ability to engage a team
• Fluent in English, your team being based in Toronto. Knowledge of French is a strong asset for communicating with Montreal teams.

Languages:

• Language: French

• Language: English

Skills

Back Office Operations Client-focused Critical Thinking Decision Making Emotional Intelligence Investment Banking Learning Agility Managerial Courage Mobilization Partner Development Problem Solving Resiliency Risk Management Strategy Execution Stress Management Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

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