Hybrid Transfer Agency Operations Leader

International Financial Data Services; Toronto; Hybrid; CAD 90,000 - 114,000; Full time

Benefits offered by this job

Hybrid work environment

Professional development

Wellness programs

Volunteer opportunities

Job summary

IFDS Canada, based in Toronto, seeks a Business Operations Group Manager to lead the Transfer Agency operations team. This permanent role reports into Full Services Operations (820) and requires strategic oversight, client relationship management and process optimization.

You will guide budgeting, SLA adherence, and regulatory compliance while developing staff. A strong background in mutual funds operations, project management and cross-functional collaboration is essential for success.

Qualifications

• Minimum 7–10 years experience managing in Mutual Fund operations.
• Expert knowledge of transfer agency operations and legislation.
• Ability to work across the organization and influence internal and external contacts.
• Thorough knowledge of mutual fund products and administration.
• Demonstrated project management and process improvement capability.
• Ability to work well under pressure, deadlines, and changing priorities.
• Sound customer relationship building and negotiating skills.

Responsibilities

• Ownership of internal and external client relationships as it relates directly to responding to operational transactional escalations and enquiries.
• Responsible for establishing processes, procedures, SLA’s and reporting within the operations department.
• Provide guidance and direction to the team members on escalated issues involving all transaction types (i.e. new accounts, investments, wires, transfers, adjustments, redemptions, foreign content rebalancing, retirement processing).
• Assisting in crafting budget/operating plans within the operations department.
• Ensuring teams are meeting all SLA, contractual, and regulatory standards.
• Oversight of risk and control management activities as it pertains to assigned teams and functions.

Skills

Mutual fund ops

Leadership

Project management

Process improvement

Client relationships

Job description

IFDS Canada, based in Toronto, seeks a Business Operations Group Manager to lead the Transfer Agency operations team. This permanent role reports into Full Services Operations (820) and requires strategic oversight, client relationship management and process optimization.

You will guide budgeting, SLA adherence, and regulatory compliance while developing staff. A strong background in mutual funds operations, project management and cross-functional collaboration is essential for success.