MANAGER, INVESTMENT OPERATIONS

Opportunity in the insurance and investment industry for an experienced professional to drive operational excellence in a strategic expansion initiative. This hybrid role in Toronto involves complex stakeholder management, wealth operations, and process optimization within a global financial environment.

• Act as a subject matter expert on day-to-day operational processes within the wealth business.
• Deliver operational excellence through best-in-class, scalable processes.
• Build and maintain strong relationships with internal stakeholders (advisors, compliance, product, management) and external partners (carrying broker, third-party vendors, manufacturers).
• Provide ongoing support for the establishment and enhancement of the dealer platform.
• Manage key securities dealer processes including transaction processing, reconciliation, account and fee management, and operational troubleshooting.
• Lead or contribute to special projects as required.
• Conduct file Quality Assurance Reviews (QARs) and provide actionable insights.
• Support internal audit operations and reporting requirements.