Drive efficiency as the Retail Portfolio Operations Manager at CC&L, focusing on billing and team support in a hybrid setting. Your role will enhance operational processes within wealth management.As a valued Manager in the Investment Resource Group, you'll spearhead a team responsible for key operations including billing, account administration, and retail trading support. Your leadership will be vital for maintaining compliance and enhancing workflows. Through effective communication and problem-solving skills, you will ensure that both client and departmental needs are met effectively.Key Responsibilities:• Supervise the financial operations team• Facilitate training and performance reviews• Identify process inefficiencies and implement solutions• Coordinate with custodians and service providers• Execute and communicate testing plans for systemsRequirements:• 5-10 years of operations experience in financial services• Bachelor’s degree in finance, business, or related discipline• In-depth knowledge of asset management systems• Proven leadership abilities and analytical skills• Familiarity with compliance and risk managementPromote operational excellence and team effectiveness at CC&L.#J-18808-Ljbffr
Cc&L Retail Portfolio Operations Manager
CONNOR, CLARK & LUNN GROUP
vancouver, vancouver
Published 17 days ago
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