Client Service & Fund Operations Transformation Lead

Altis; Toronto; Híbrido; CAD 150 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work arrangement

Cross-functional collaboration withsen

Exposure to senior stakeholders

Resumo da oferta

Altis is seeking a Manager, Client Service and Fund Operations Transformation to lead day-to-day operations and drive a major back-office transformation. The role sits in a hybrid Toronto-based environment on a 12-month contract, coordinating with Canadian and global teams to improve client servicing processes and operational controls.

You will oversee fund operations, recordkeeping, and governance, while partnering with Sales, Legal, Compliance, and Finance to deliver measurable efficiency,

Qualificações

• 10+ years of experience in client service, fund operations, or related financial services functions.
• Strong understanding of mutual funds, ETFs, transfer agency, and recordkeeping.
• Experience managing complex operational escalations and working with third-party providers.
• Proven project management capabilities across planning, testing, and implementation readiness.
• Strong stakeholder engagement skills to influence cross-functional initiatives.
• Knowledge of regulatory requirements, controls, and risk management.
• Excellent communication, analytical, and problem-solving abilities.

Responsabilidades

• Act as a key escalation point for complex client service inquiries, operational challenges, and third-party service provider issues.
• Oversee day-to-day fund operations, recordkeeping administration, client servicing processes, and operational controls.
• Lead Canadian workstream activities supporting a broader fund administration transformation, including planning, testing, implementation readiness, and milestone tracking.
• Partner with global teams to ensure Canadian business requirements, regulatory considerations, and operational priorities are reflected in project delivery.
• Collaborate with Sales, Relationship Management, Legal, Compliance, Finance, and Product teams to resolve issues and improve the client experience.
• Identify opportunities to streamline processes, strengthen controls, and implement sustainable operational improvements.
• Provide guidance to colleagues and coordinate stakeholder communications, governance updates, and project reporting.

Conhecimentos

Client service operations

Fund operations

Investment operations

Fund administration

Project management

Stakeholder engagement

Regulatory knowledge

Risk management

Communication skills

Analytical skills

Problem-solving

Descrição da oferta de emprego

Altis is seeking a Manager, Client Service and Fund Operations Transformation to lead day-to-day operations and drive a major back-office transformation. The role sits in a hybrid Toronto-based environment on a 12-month contract, coordinating with Canadian and global teams to improve client servicing processes and operational controls.

You will oversee fund operations, recordkeeping, and governance, while partnering with Sales, Legal, Compliance, and Finance to deliver measurable efficiency,