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About the Role

This is a hands-on people leadership and operational ownership role responsible for strengthening service continuity, controls, documentation, stakeholder partnership, and scalable execution for private-market and alternative-investment activities supporting CC&L affiliates and their clients. The successful candidate will lead a team of financial operations professionals and work across Affiliates, Investment Operations, Information Services, Operational Risk, Finance, custodians, administrators, and other service providers. The role combines daily operational leadership with the mandate to rebuild resilience, clarify ownership, develop talent, reduce key-person dependency, and improve how PMPO supports a growing and increasingly complex business.

Responsibilities

Lead, coach, and develop Specialists, Analysts, and Senior Analysts; set clear expectations, goals, and development plans and provide timely feedback.
Plan daily and weekly work, balance competing priorities, review quality and volume, and provide hands-on guidance on complex or unfamiliar matters.
Build cross-training, succession, and coverage plans; maintain skills matrices and ensure critical activities have trained primary and backup owners.
Lead recruitment, onboarding, knowledge transfer, and performance management while fostering ownership, urgency, curiosity, and collaboration.
Oversee core PMPO activities, including private-market client onboarding, commitment maintenance, capital calls, subscriptions and redemptions, cash and wire coordination, NAV and position validation, reconciliations, distributions, reporting, tax-related operational inputs, and document management.
Ensure operational tasks, deadlines, approvals, data, and supporting evidence are complete, accurate, and controlled, including during quarter-end, year-end, tax, and capital-activity peaks.
Investigate and resolve exceptions across workflows, systems, data, custodians, administrators, and internal teams; assess downstream client, financial, tax, reporting, and reputational impacts.
Maintain daily and weekly operating rhythms for priorities, service risks, incidents, escalations, and upcoming events, with clear ownership and follow-through.
Lead business continuity readiness and ensure minimum viable daily outputs and critical-service recovery procedures are documented and tested.
Define and maintain PMPO process ownership, RACI assignments, controls, escalation paths, and service expectations in partnership with stakeholders.
Own remediation of PMPO-related risk findings and distinguish PMPO accountabilities from those of custodians, Affiliates, Information Services, and other operational teams.
Ensure procedures, process maps, checklists, control evidence, and client-specific requirements are current, accessible, and consistently followed.
Perform and oversee quality-control reviews and data-integrity checks; identify root causes and implement sustainable corrective actions.
Escalate material risks promptly and provide concise status, impact, options, ownership, and recommended action to senior leaders.
Act as the primary operational relationship lead for supported Affiliates and a trusted escalation point for complex private-market matters.
Establish structured governance with custodians, administrators, technology partners, and internal service teams, including agendas, issue logs, service reviews, and clear communication protocols.
Partner with Affiliates to understand growth plans, new products, client requirements, and operating-model changes, and translate them into readiness plans and sustainable services.
Coordinate end-to-end implementation of new or changed processes, ensuring operational, billing, reporting, tax, client-servicing, technology, and control implications are assessed.
Assess workflows end to end and redesign them to reduce manual effort, duplicate hand-offs, control gaps, and key-person dependency.
Partner with Information Services, reporting, data, and automation teams to prioritize enhancements, develop requirements, execute user acceptance testing, and implement change safely.
Identify opportunities to use automation and AI responsibly to improve workflow visibility, exception management, knowledge access, documentation, and decision support.
Develop practical metrics and service indicators covering volumes, timeliness, quality, exceptions, risk, capacity, and improvement benefits.
Contribute to broader operating-model, platform-renewal, and mid-office/back-office transformation initiatives affecting PMPO.

Requirements

Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field; relevant operations, investment, risk, or project-management credentials are valued.
Approximately 7-10 years of progressive experience in asset management, wealth management, private markets, investment operations, fund administration, custody, or a related financial-services environment.
Demonstrated people leadership experience, including coaching, workload management, performance expectations, development planning, and building team resilience.
Practical understanding of private-market or alternative-investment operations, including several of the following: onboarding, commitments, capital calls, subscriptions, redemptions, funding, reconciliations, NAVs, distributions, reporting, and tax-sensitive events.
Strong operational-risk mindset and experience designing or improving controls, procedures, process maps, RACI models, incident responses, and business-continuity plans.
Ability to analyze complex end-to-end workflows, identify root causes and downstream impacts, and turn ambiguity into clear ownership and executable plans.
Experience working with custodians, administrators, technology teams, and senior business stakeholders to resolve issues and deliver change.
Strong written and verbal communication skills, including the ability to explain technical and operational matters to non-technical stakeholders and provide concise executive updates.
Comfort working under pressure, making sound decisions with incomplete information, and managing multiple deadlines without losing attention to detail.
High proficiency with Microsoft 365 and workflow or issue-management tools.
Experience with investment books of record, portfolio accounting, reporting, reconciliation, CRM, Smartsheet, Jira, data tools, automation, or AI-enabled productivity tools is an asset.
Completion of the Canadian Securities Course or other relevant investment-industry education is an asset.

Skills

People leadership
Operational ownership
Service continuity
Controls
Documentation
Stakeholder partnership
Scalable execution
Private markets
Alternative investments
Team leadership
Financial operations
Business continuity
Risk management
Governance
Process improvement
Automation
AI
Microsoft 365
Workflow tools
Issue management tools
Investment books of record
Portfolio accounting
Reporting
Reconciliation
CRM
Smartsheet
Jira
Data tools
Canadian Securities Course

Location

Canada

Work Type

Hybrid

Experience Level

7-10 years

Education Level

Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field
Relevant operations, investment, risk, or project-management credentials
Completion of the Canadian Securities Course or other relevant investment-industry education is an asset

Salary/Compensations

$105,000–$125,000

Benefits

Meaningful work
Continuous learning budgets
Paid study days
Support for professional designations
Competitive total compensation
Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Social events
Volunteering opportunities
Corporate social responsibility initiatives
Flexible work practices

About the Company

Connor, Clark & Lunn Financial Group is one of Canada’s top performing asset managers.
We are "invested in our greatest asset, you".
Our shared goals reflect what matters most to our people: Your community, Your growth, Recognizing you.

Equal Opportunity

We are committed to providing an inclusive, accessible recruitment and selection process.
We 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-making.