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About the Role

The Assistant Manager, Wealth Sales Support leads Mutual Fund Support Representatives, ensuring timely, accurate, and consistent operational and sales-support services to Meridian Wealth Advisors, Investment Specialists, and Financial Planners. This role focuses on people leadership, workload coordination, issue resolution, and maintaining positive service experiences while managing operational, regulatory, and reputational risk.

Responsibilities

Lead, coach, and support Mutual Fund Support Representatives in delivering accurate, responsive, and consistent service.
Set clear daily priorities, allocate work, balance capacity, and adjust coverage based on volumes, service commitments, and emerging issues.
Conduct regular team communications, one-on-one coaching, performance discussions, and development planning.
Support recruitment, onboarding, training, cross-training, succession, and workforce continuity.
Create an inclusive, accountable, and collaborative environment that encourages learning, sound judgment, and continuous improvement.
Oversee day-to-day mutual fund sales-support activities and ensure requests are completed within established service levels, quality standards, and procedures.
Act as an escalation point for complex, urgent, or sensitive service matters, coordinating resolution with appropriate partners.
Maintain strong working relationships with Wealth Advisors, leaders, and operational partners; clarify needs, communicate status, and manage expectations.
Monitor queues, workloads, turnaround times, aged items, and recurring service issues, taking timely action to protect the Advisor and Member experience.
Ensure communications and support interactions are professional, complete, and appropriate to the team’s operational mandate.
Use operational data, quality results, and team feedback to identify trends, root causes, capacity pressures, and improvement opportunities.
Maintain practical team reporting and provide clear updates on service performance, risks, issues, and required decisions.
Standardize and improve workflows, job aids, procedures, and hand-offs to increase efficiency, consistency, and control effectiveness.
Support implementation and adoption of process, technology, product, and policy changes, including readiness, training, and post-implementation follow-up.
Partner with Operational Excellence and other stakeholders to remove low-value work, reduce rework, and strengthen end-to-end service delivery.
Reinforce adherence to applicable mutual fund and securities requirements, privacy obligations, internal policies, procedures, and delegated authorities relevant to the team’s work.
Maintain effective quality-assurance, supervisory, and escalation practices; document and resolve exceptions in a timely manner.
Identify operational, regulatory, conduct, and reputational risks, escalating material concerns and supporting corrective action.
Support audit, compliance review, control testing, and issue-remediation activities by maintaining accurate evidence and demonstrating consistent process execution.
Promote a strong risk culture in which employees raise concerns, verify requirements, and protect Member information.
Communicate priorities, procedures, changes, and performance expectations clearly and consistently.
Provide subject matter input on mutual fund sales-support processes, service impacts, and frontline operational needs.
Coordinate with Wealth Operations, Compliance, learning, technology, and business partners to resolve issues and deliver shared outcomes.
Build team capability in service, digital tools, risk awareness, problem-solving, and process improvement.
Represent the team in working groups and change initiatives, bringing forward practical insights and implementation considerations.

Requirements

Progressive experience in financial-services operations, wealth administration, or mutual fund sales support, including experience leading, coaching, or coordinating employees.
Demonstrated experience managing service delivery, workloads, escalations, quality, and operational performance.
Experience applying policies, procedures, controls, and regulatory requirements in a regulated environment.
Experience supporting process improvement, technology change, training, or operational readiness is an asset.
Mutual fund industry education or registration-related knowledge relevant to the role is an asset.
Familiarity with Meridian systems, products, policies, and Advisor support practices is an asset.
Internal candidates are being considered as part of our standard process.

Skills

Strong people-leadership, coaching, and team-development skills in a service or operations environment.
Working knowledge of mutual fund sales-support activities, wealth operations, and the Advisor service model.
Knowledge of operational risk, internal controls, privacy, quality assurance, and compliance expectations within regulated financial services.
Ability to prioritize high-volume, deadline-sensitive work and make sound decisions when information is incomplete or issues are complex.
Strong service orientation and the ability to build trusted relationships with Advisors, business leaders, and operational partners.
Ability to interpret procedures, identify gaps, and translate requirements into clear team direction and practical execution.
Analytical and problem-solving capability, including the ability to use service and quality data to identify trends and actions.
Strong written and verbal communication, facilitation, conflict-resolution, and escalation-management skills.
Demonstrated ability to support change, improve workflows, and encourage adoption of new tools and practices.
High attention to detail, sound judgment, discretion, and commitment to protecting Member information.
Proficiency with Microsoft productivity tools and relevant wealth, workflow, document-management, and service platforms.
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience.
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Critical Thinking – The ability to analyze, evaluate, and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven– Leverage data and insights to identify, prioritize, and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Location

Toronto Corporate Office
St. Catharines office
Hybrid

Work Type

Hybrid

Experience Level

Leadership experience
Experience managing service delivery
Experience applying policies and procedures
Experience supporting process improvement

Education Level

Post-secondary education in business, finance, operations or a related discipline, or an equivalent combination of education and experience.
Mutual Fund license is a requirement of the role.

Salary/Compensations

$68,800.00 to $103,200.00 CAD

Benefits

Inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
Tools and technology needed to delight candidates and clients.
Opportunity to work with and learn from diverse industry leaders and colleagues.
Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with colleagues.
Work hard and have fun.

About the Company

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.
We believe that our greatest opportunity is to create opportunity and meet people where they are.
We want you to grow with us and have an experience that’s different.
This is a place where you can expect the unexpected.
At Meridian, we’re not just adapting to the future—we’re shaping it.
We see talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.