At a Glance
- Tasks: Lead client service and fund operations transformation while managing daily operations.
- Company: Join a leading financial services organization with a global presence.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Collaborative environment with diverse teams and excellent career advancement opportunities.
- Why this job: Make a real impact in a significant transformation initiative within the finance sector.
- Qualifications: 10+ years in client service or fund operations with strong project management skills.
The predicted salary is between 160000 - 160000 $ per year.
Location: Hybrid, 3 days onsite, 2 days remote. Toronto, Ontario.
Language: Strong written and verbal English communication skills
Duration: 12-month contract, with transformation work anticipated over 12 to 18 months
Salary Range: $150,000-$160,000 annually
About the Opportunity
Our client, a leading organization in the financial services industry, is seeking an experienced Manager, Client Service and Fund Operations Transformation to support day-to-day operations while playing a key role in a major back-office transformation initiative. This opportunity offers a balance of operational leadership and project delivery. You'll collaborate with Canadian and global teams, strengthen client servicing processes, and help implement meaningful changes that improve efficiency, manage risk, and support long-term operational success.
What's in it for You
- Opportunity to contribute to a significant transformation initiative within a global financial services environment.
- Exposure to cross-functional teams, senior stakeholders, and international project partners.
- A collaborative workplace where your operational expertise and ideas can make a meaningful impact.
- A hybrid work arrangement offering flexibility alongside valuable in-person collaboration.
Your Responsibilities
- You'll act as a key escalation point for complex client service inquiries, operational challenges, and third-party service provider issues.
- You'll oversee day-to-day fund operations, recordkeeping administration, client servicing processes, and operational controls.
- You'll lead Canadian workstream activities supporting a broader fund administration transformation, including planning, testing, implementation readiness, and milestone tracking.
- You'll partner with global teams to ensure Canadian business requirements, regulatory considerations, and operational priorities are reflected in project delivery.
- You'll collaborate with Sales, Relationship Management, Legal, Compliance, Finance, and Product teams to resolve issues and improve the client experience.
- You'll identify opportunities to streamline processes, strengthen controls, and implement sustainable operational improvements.
- You'll provide guidance to colleagues and coordinate stakeholder communications, governance updates, and project reporting.
Skills and Qualifications
- 10+ years of experience in client service, fund operations, investment operations, fund administration, or related financial services functions.
- Strong understanding of mutual funds, ETFs, transfer agency, recordkeeping, or investment operations.
- Demonstrated experience managing complex operational escalations and collaborating with third-party service providers.
- Proven project management capabilities, including coordinating deliverables, managing risks, and supporting operational transformation.
- Strong stakeholder engagement skills, with the ability to influence and lead cross-functional initiatives without direct authority.
- Knowledge of regulatory requirements, operational controls, and risk management practices.
- Excellent communication, analytical, and problem-solving skills, with the ability to work independently.
We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Manager, Client Service and Fund Operations Transformation in Toronto employer: Altis Technology
At Altis Technology, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. As an SAP Deployment Lead, you will benefit from comprehensive professional development opportunities and a supportive environment that values teamwork and continuous improvement. Located in a dynamic industrial setting, our company offers unique advantages such as hands-on experience with cutting-edge technology and the chance to make a significant impact on supply chain operations.