Top Benefits
About the role
Description
Company Culture
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Role Summary
We are currently seeking a Manager, Transitions to lead a new Transitions Team. In this role, the successful candidate is expected to ensure the smooth running of our Transitions Team by providing them with necessary tools, support and knowledge around client onboarding for both Portfolio Managers (PM) and Introducing Brokers (IB). This position requires a deep understanding of industry best practices, and strong soft skills for effective business development and client service.
What You Will Do
-
Lead and manage a transition service and operations team, ensuring excellence in performance and task execution.
-
Lead the onboarding process for PM and IB assets, ensuring a deep understanding of their business models to identify operational gaps and improvement opportunities.
-
Cultivate a collaborative and high-performance team environment.
-
Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
-
Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
-
Develop and guide team members in acquiring sufficient knowledge and training in order to perform their duties whilst also ensuring all team members have adequate back up when required.
-
Effectively track team statistics to manage the volume of inquiries.
-
Collaborate closely with the back office for escalations and identify workflow efficiencies.
-
Lead, coach and develop team members to develop and improve the teams' processes, practices and procedures.
-
Responsible for evaluating and completing performance reviews for the teams and conducting quarterly performance reviews and recommending ratings for individual team members.
What You Will Bring
-
College/University Degree, or equivalent experience.
-
3 - 5 years' experience within the financial services industry.
-
Leadership experience in managing a team.
-
Mutual fund and/or securities operation experience.
-
Understanding of dealer back-office procedures.
-
Successful completion of IFIC and CSC is an asset.
-
CDS, CDCC, OCC, DTC, Fundserv, Cannex, ATON, Salesforce, PureFees experience an asset.
-
Strong understanding around onboarding of new business.
-
Excellent communication and listening skills to understand business needs and translate those needs into workable solutions.
-
Effective time-management, ability to manage tasks simultaneously and adapt to changing priorities.
Company Overview
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Work Environment
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
What We Offer
-
Modern HQ location within walking distance from Union Station
-
Training Reimbursement
-
Paid Professional Designations
-
Employee Savings Plan (ESP)
-
Corporate Discount Program
-
Enhanced group benefits
-
Parental Leave Top-up program
-
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further
Top Benefits
About the role
Description
Company Culture
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Role Summary
We are currently seeking a Manager, Transitions to lead a new Transitions Team. In this role, the successful candidate is expected to ensure the smooth running of our Transitions Team by providing them with necessary tools, support and knowledge around client onboarding for both Portfolio Managers (PM) and Introducing Brokers (IB). This position requires a deep understanding of industry best practices, and strong soft skills for effective business development and client service.
What You Will Do
-
Lead and manage a transition service and operations team, ensuring excellence in performance and task execution.
-
Lead the onboarding process for PM and IB assets, ensuring a deep understanding of their business models to identify operational gaps and improvement opportunities.
-
Cultivate a collaborative and high-performance team environment.
-
Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
-
Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
-
Develop and guide team members in acquiring sufficient knowledge and training in order to perform their duties whilst also ensuring all team members have adequate back up when required.
-
Effectively track team statistics to manage the volume of inquiries.
-
Collaborate closely with the back office for escalations and identify workflow efficiencies.
-
Lead, coach and develop team members to develop and improve the teams' processes, practices and procedures.
-
Responsible for evaluating and completing performance reviews for the teams and conducting quarterly performance reviews and recommending ratings for individual team members.
What You Will Bring
-
College/University Degree, or equivalent experience.
-
3 - 5 years' experience within the financial services industry.
-
Leadership experience in managing a team.
-
Mutual fund and/or securities operation experience.
-
Understanding of dealer back-office procedures.
-
Successful completion of IFIC and CSC is an asset.
-
CDS, CDCC, OCC, DTC, Fundserv, Cannex, ATON, Salesforce, PureFees experience an asset.
-
Strong understanding around onboarding of new business.
-
Excellent communication and listening skills to understand business needs and translate those needs into workable solutions.
-
Effective time-management, ability to manage tasks simultaneously and adapt to changing priorities.
Company Overview
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Work Environment
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
What We Offer
-
Modern HQ location within walking distance from Union Station
-
Training Reimbursement
-
Paid Professional Designations
-
Employee Savings Plan (ESP)
-
Corporate Discount Program
-
Enhanced group benefits
-
Parental Leave Top-up program
-
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further