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About the Role
As a key member of the Transitions Management Team, you’ll oversee cross-functional activities required to ensure products and investment mandates are operationally ready. This leadership role requires strong operational judgment, business perspective, and the ability to drive change and deliver results.
Responsibilities
- Oversee product transition and operational readiness activities across global funds and segregated account mandates, including account activation, global market openings, beneficial ownership reporting, counterparty onboarding and third-party FX arrangements.
- Develop trusted partnerships with investment management teams, trading, operations, legal, compliance and other internal teams, as well as external counterparties and service providers, to coordinate complex activities and deliver effective outcomes.
- Take initiative, anticipate roadblocks, navigate competing priorities and bring the right people together to solve complex problems and drive activities through to completion.
- Provide clear and timely updates on critical paths, operational readiness, outstanding requirements, dependencies and potential risks.
- Challenge the status quo and identify opportunities to simplify processes, strengthen controls and improve efficiency. Leverage technology, AI and automation to develop scalable solutions and improve how the team operates.
- Set clear priorities, empower team members to take ownership, and foster a culture of accountability, collaboration, continuous learning, and professional growth.
- Ensure operational, counterparty and regulatory requirements are effectively managed, including KYC/AML documentation, account setup, trading permissions and applicable reporting obligations. Establish effective procedures, controls and reporting to provide visibility, manage priorities and support operational excellence.
Requirements
- 7+ years of experience in investment operations, asset management, banking, fund administration or a related financial services environment, with exposure to global markets, investment products and operational readiness.
- Demonstrated ability to lead people and initiatives, influence stakeholders, build strong relationships and bring teams together to achieve shared goals.
- Strong judgment and the ability to navigate ambiguity, anticipate challenges and develop practical solutions to complex issues.
- Strong communication and organizational skills, with the ability to manage competing priorities and clearly communicate complex issues and recommendations.
- A proactive, accountable and improvement-oriented approach, with the ability to see the bigger picture, embrace change and technology, and translate business priorities into effective outcomes.
Skills
- Operational judgment
- Business perspective
- Problem-solving
- Process improvement
- Technology, AI and automation
- Leadership
- Communication
- Organizational skills
- Stakeholder management
- Relationship building
- Navigating ambiguity
- Proactive approach
- Accountability
- Improvement-oriented approach
Location
- Canada
Work Type
- Hybrid
Experience Level
- 7+ years
Salary/Compensations
- $90,000–$140,000
Benefits
- Competitive total compensation
- Retirement savings support
- Wellness credits
- Enhanced parental leave
- Comprehensive health benefits
- Continuous learning budgets
- Paid study days
- Support for professional designations
- Social events
- Volunteering opportunities
- Commitment to corporate social responsibility
- Flexible work practices supporting work-life balance
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: community, growth, and recognition.
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.