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About the Role
The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually.
Responsibilities
- Manage the onboarding of Institutional Canadian, US and global clients
- Act as the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
- Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
- Work diligently with investment managers, sales, compliance and operations teams
- Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates, benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintain onboarding tools, project plans and documentation
Requirements
- 3+ years of experience in an investment operations or client-facing role
- Background and knowledge in financial markets and investment processes preferred
- Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Detailed-focus and the willingness to dive deep into processes and operational requirements
Skills
- Great communicator
- Excellent interpersonal skills
- Emotional intelligence
- High level of integrity
Location
- Canada
Work Type
- Hybrid
Experience Level
- 3+ years
Salary/Compensations
- $61,000 - $92,000
- Annual performance bonus
About the Company
- Join one of Canada’s top performing asset managers.
- Explore cclgroup.com for career building opportunities.
Equal Opportunity
- Committed to providing an inclusive, accessible recruitment and selection process.
- Welcome and encourage applications from people with disabilities.
- Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
- AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-decision-making.