Head of Business Operations, Private Wealth (Canada) at Fiera Capital | CA | Rezi

Head of Business Operations, Private Wealth (Canada) at Fiera Capital

Head of Business Operations, Private Wealth (Canada)

Fiera Capital · CA

Yesterday

Head of Business Operations, Private Wealth (Canada)

Fiera Capital · CA

2 days ago
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About the Role

The Head of Business Operations, Private Wealth (Canada) will drive operational excellence across the Private Wealth business in Canada, enabling the Head of Private Wealth Canada to focus on growth while ensuring efficiency, scalability, and alignment with strategic priorities. The ideal candidate will have deep expertise in Private Wealth, defining and executing an operational roadmap to enhance client experience, strengthen processes, and foster collaboration.

Responsibilities

  • Define and execute a comprehensive operational roadmap that supports scalable growth and enhances the client experience.
  • Drive projects from inception to completion, aligning deliverables with Private Wealth strategic objectives.
  • Serve as the key liaison between the Head of Private Wealth’s team and other key internal stakeholders - including Global Operations, Technology, Trading, and Compliance, ensuring operational alignment and seamless execution.
  • Support pricing, profitability analysis, and business case development.
  • Manage and assume the business ownership role, while ensuring appropriate governance structures are in place, for key vendor and custodian relationships.
  • Oversee core administrative functions including regulatory governance (e.g. KYC, IPS) and approval flows (e.g. cash withdrawals, billing setup, etc.).
  • Ensure operational processes meet compliance standards and support risk mitigation across all client and business activities.
  • Oversee all back-end client processes, including onboarding, portal access management, and the timely and accurate delivery of client statements.
  • Serve as the primary escalation point for operational issues such as trading errors, billing discrepancies, and reporting concerns, and coordinate timely resolution with internal stakeholders (e.g., compliance, finance, technology, client service).
  • Act as Private Wealth’s representative on various committees, including the Trade Error & Transaction Management & Oversight Committees.
  • Establish and maintain clear escalation protocols and reporting mechanisms to ensure accountability and timely resolution.
  • Lead the governance and optimization of systems and platforms supporting the Private Wealth business.
  • Ensure data integrity, accuracy, and consistency across all platforms, enabling reliable reporting and decision-making.
  • Collaborate with technology teams to assess system performance, identify gaps, and implement enhancements aligned with Private Wealth business needs.

Requirements

  • Bachelor’s degree in Finance, Commerce, Business, or a related field; advanced degree or relevant certifications (e.g., CFA, CAIA, FRM, CIPM) preferred
  • 15+ years of operations and business support experience in a private wealth and/or asset management setting, with 10+ years of management experience
  • Strong understanding of Canadian wealth management and institutional investment operating models
  • Proven leadership in business operations, strategy execution, or transformation roles
  • Strong financial acumen, including budgeting and cost governance
  • Experience with acquisitions and investment team lift-outs
  • Experience leading cross-functional projects and initiatives
  • Excellent communication and presentation skills, with the ability to explain complex concepts clearly to all levels of stakeholders
  • Ability to work collaboratively in a global, cross-functional environment
  • Adaptable to a dynamic and fast-paced environment
  • High level of integrity and professionalism
  • Strategic thinking with hands on execution capability
  • Bilingual (English/French) is a strong asset in the Canadian market
  • Proficiency in spoken and written French is required for roles based in Quebec (Montreal and Laval). A working knowledge of English is also necessary.

Skills

  • Private Wealth expertise
  • Operational roadmap definition and execution
  • Client experience enhancement
  • Process strengthening
  • Cross-functional collaboration
  • Vendor and custodian relationship management
  • Regulatory governance (KYC, IPS)
  • Back-end client process oversight
  • Issue escalation and resolution
  • Systems and platforms governance
  • Data integrity management
  • Financial acumen
  • Budgeting
  • Cost governance
  • Communication skills
  • Presentation skills
  • Strategic thinking
  • Hands-on execution

Location

  • Canada

Work Type

  • Hybrid (4 days a week in the office, Monday through Thursday)
  • Full-time

Experience Level

  • 15+ years of operations and business support experience
  • 10+ years of management experience

Education Level

  • Bachelor’s degree in Finance, Commerce, Business, or a related field
  • Advanced degree or relevant certifications (e.g., CFA, CAIA, FRM, CIPM) preferred

Benefits

  • Wellness Account
  • Learning & Development support
  • Employee Share Purchase Plan (ESPP) with employer matching
  • Performance-Based Rewards (bonus and commission opportunities)
  • Telemedicine Access
  • Summer Schedule Program

About the Company

  • Fiera Capital is a global independent asset manager with an entrepreneurial culture.
  • We deliver disciplined, high-conviction investment solutions that create lasting value for our clients.
  • We are defined by deep investment expertise, an ownership mindset, and enduring client partnerships.
  • Our core values: lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility.
  • We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.

Equal Opportunity

  • Fiera Capital believes our people are our greatest strength.
  • We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential.
  • We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds.
  • We do not tolerate any form of discrimination or harassment.
  • All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs.
  • Accommodations are available upon request throughout the recruitment process.