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About the Role
The Senior Manager, Investment Fund Operations will support the day-to-day operational execution, governance, and continuous improvement of the firm's retail and institutional investment fund product platform.
Responsibilities
- Serve as the operational subject matter expert for investment fund products including Mutual Funds, Fund-of-Funds structures, Exchange Traded Funds and High Interest Savings Accounts (HISA)
- Lead operational readiness activities for new product launches, fund mergers, fund terminations, fund reorganizations, and product changes
- Ensure product operational processes are scalable, efficient, and well controlled
- Identify operational risks and implement mitigation strategies
- Provide ad hoc support for stakeholders as a point of escalation when operational issues arise
- Represent NEI and Asset Management on various enterprise project teams/initiatives with cross divisional impacts
- Support the planning and implementation of strategic initiatives across Product and Operations
- Act as Project Lead or Business Lead for enterprise projects impacting investment products
Requirements
- 8+ years of experience in Asset Management, Wealth Management, Mutual Fund Operations, Product Management and Fund Administration
- Minimum 5 years leading strategic initiatives and cross-functional projects
- Strong understanding of the Canadian investment fund industry and familiarity with various product structures
- Experience work with fund accounting and custody operations
- People leadership experience preferred
- Strong project management, critical think skills and able to influence with authority
- Excellent written and verbal communication/presentation skills, experience presenting to senior management
- Fluent communication skills in English are required
Skills
- PMP designation
- CBAP certification
- Lean Six Sigma certification
- Bilingual skills in French are an asset
Location
- Toronto
- Vancouver
- Montreal
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Degree in Business, Finance, Accounting, Economics or Related discipline
Salary/Compensations
- $115,000 - $135,000 CAD annually
Benefits
- Competitive compensation package
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development
- Education assistance program
- Regular social events
About the Company
- Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
- We are committed to leadership, innovation, partnership, responsibility, and community.
- We offer a dynamic and inclusive culture that rewards innovation and celebrates success.
- Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
- We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Our clients include our partners, advisors, and investors.
- We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
- Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
- Our asset manager, NEI Investments, specializes in investing responsibly.
- Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
- We have offices in Toronto, Vancouver, and Montreal.
- Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- We’re proud to power businesses that empower investors.
- A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
- If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.