Manager, Constraints Governance & Process Engineering

Connor, Clark & Lunn Financial Group Ltd.; Toronto; Hybrid; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive total compensation

Retirement savings support

Wellness credits

Enhanced parental leave

Comprehensive health benefits

Job summary

Connor, Clark & Lunn Financial Group is seeking a Manager, Constraints Governance & Process Engineering to build a scalable governance capability within Portfolio Compliance.

You will lead workflow design, automation initiatives, and governance controls across the investment constraints lifecycle, partnering with multiple teams to translate requirements into actionable processes and reporting.

Qualifications

• 5+ years in asset management operations, governance, or related field.
• Strong design and controls for governance in investment constraints.
• Experience with workflow automation and technology implementations.
• Ability to translate business needs into actionable requirements.

Responsibilities

• Build and operationalize the Constraints Governance Framework.
• Lead governance workflows from intake to review and coding.
• Design automated processes using Power Platform to improve efficiency.
• Develop reporting via Power BI for KPIs and governance metrics.
• Coordinate testing, implementation, and change management.

Skills

Process design

Workflow management

Governance practices

Investment constraint lifecycle

Automation

Power BI

Microsoft Power Platform

Lean Six Sigma

PMP

CBAP

CFA

Stakeholder management

Problem-solving

Tools

Power Automate

Charles River

Microsoft Power Platform

AI-enabled tools

Job description

Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Manager, Constraints Governance & Process Engineering to help build and scale a newly established capability within the Portfolio Compliance team. The successful candidate will play a key role in developing the firm’s Constraints Governance Framework and improving the processes, controls, workflows, and technology that support the lifecycle of investment restrictions across the organization. Working closely with members of the team and business stakeholders, you will help design scalable governance processes and automation solutions that improve efficiency, consistency, and control.

What You Will Do:

• Help build and operationalize the firm’s Constraints Governance Framework, including the processes, controls, standards, and governance practices used to manage investment restrictions across their lifecycle.
• Develop a strong understanding of the investment constraint lifecycle and act as a subject matter expert on its governance processes, workflows, and controls.
• Partner with Portfolio Compliance, Front Office, Product, Legal, and Operations teams to translate investment constraint requirements into clear processes, controls, workflows, and operational requirements.
• Establish and maintain governance workflows covering the intake, interpretation, approval, coding, testing, implementation, and ongoing review of investment constraints.
• Identify inefficiencies, process gaps, and manual activities, and lead initiatives to simplify, standardize, and automate them.
• Design and support the implementation of workflow and automation solutions using Power Automate and other technologies to improve operational efficiency and strengthen controls.
• Gather business requirements, evaluate potential solutions, and work with technology teams to implement system and process enhancements.
• Coordinate testing, implementation, and change management activities for new processes, technologies, and governance controls.
• Design and implement reporting solutions using Power BI and the Microsoft Power Platform that provide visibility into key performance indicators, operational metrics, capacity management, and Constraints Governance activities, enabling data-driven decision making across the team.
• Develop and maintain governance documentation, operating procedures, process maps, and supporting materials that promote consistency and scalability.
• Support strategic initiatives across Portfolio Compliance and Operations Risk.

What You Bring:

• 5+ years of experience within an asset management environment, including Investment Operations, Portfolio Compliance, Operational Risk, Compliance Technology, Business Analysis, Process Improvement, or a related discipline.
• Strong understanding of process design, workflow management, operational controls, and governance practices.
• Understanding of investment management processes and the lifecycle of investment restrictions, compliance monitoring, or related governance activities.
• Demonstrated experience leading process improvement, technology implementation, automation, or business transformation initiatives.
• Experience designing or implementing workflow, automation, process management, or technology solutions to improve business operations and controls.
• A continuous improvement mindset with a track record of identifying inefficiencies, simplifying processes, and implementing sustainable solutions.
• Strong analytical and problem-solving skills, with the ability to break down complex issues and develop practical recommendations.
• Ability to translate business needs into requirements and work effectively with both business and technology stakeholders.
• Excellent communication and relationship management skills, with the ability to influence outcomes and build consensus across diverse groups.
• Strong organizational and project management skills, with the ability to manage multiple priorities and deliver results in a dynamic environment.
• Lean Six Sigma, PMP, CBAP, CFA, risk, compliance, or related professional designations are considered assets.
• Experience with Charles River, workflow technologies, Microsoft Power Platform, AI-enabled tools, or similar business technologies is considered an asset.

Experience developing reports, dashboards, and visualizations using Power BI or similar business intelligence tools, with the ability to translate business questions into meaningful management information

The salary range for this position is $110,000 to $160,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

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What We Offer

At Connor, Clark & Lunn Financial Group, we’re “invested in our greatest asset, you”. Our shared goals reflect what matters most to our people:

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

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. Please contact [e-mail] if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.