Manager, Legal (Board and Proxy Teams)

Natural Factors; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Manager to lead their Global Legal Support Team. This role involves overseeing Board and Proxy teams, ensuring effective management of corporate governance and proxy initiatives. The ideal candidate will possess strong leadership and communication skills, with a proven track record in the finance industry. Join a forward-thinking company that values flexibility and inclusivity, offering a hybrid work model and comprehensive benefits. Embrace the opportunity to make a significant impact while working with senior leaders in a collaborative environment.

Benefits

Flexible Paid Time Off

Hybrid Work Schedule

401(K) Matching

Health & Wellbeing Benefits

Parental Leave Benefits

Employee Stock Purchase Plan

Qualifications

• 6+ years of experience in finance or relevant fields.
• Experience leading team projects and managing personnel.

Responsibilities

• Lead a team managing Board meetings and Proxy initiatives.
• Collaborate with stakeholders to ensure timely approvals.

Skills

Interpersonal Skills

Leadership Skills

Communication Skills

Analytical Skills

Problem-Solving Skills

Education

Bachelor's Degree

Job description

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Team:

This role will support and manage the Invesco Global Legal Support Team’s (GLST) Board and Proxy teams.

The Board Team is responsible for managing Corporate Governance matters for Invesco’s investment products and for maintaining business relationships globally, with Board members governing those investment products. The Board team also works closely with key stakeholders across the organization to coordinate support of the Boards and prepare materials, as needed.

The Proxy Team is responsible for leading the end-to-end execution of proxy initiatives for Invesco’s investment products, including but not limited to proxy solicitation vendor selection and shareholder meeting management. The Proxy Team collaborates with Invesco stakeholders and third-party vendors to effectuate these proxy campaigns.

Your Role:

The Manager’s responsibility is to lead a team of legal support professionals to effectively manage quarterly and ad hoc meetings of several Boards overseeing Invesco’s mutual funds, exchange-traded funds, unregistered institutional products, and other offerings. These Boards consist of Invesco C-Suite executives and accomplished leaders in the broader financial services industry. The Manager must train, supervise, and allocate work in a way that aligns with the high standards these business leaders expect and helps each Board achieve its objectives.

The Proxy team is comprised of legal support professionals responsible for driving shareholder proxy initiatives from beginning to end, including the initial feasibility assessment, the preparation, filing and production of proxy documentation, through the voting and solicitation period, and ultimately to the shareholder meeting where the initiative is approved. The successful completion of proxy initiatives is critical for Invesco to execute its business strategy.

What you would be responsible for:

• Managing the research, drafting and preparation of product and other business-related proposals for Board approvals and Proxy votes according to deadlines driven by the Boards’ meeting schedules, Invesco product leadership, and SEC deadlines.
• Leading the team to collaborate with Product Development, Compliance, Fund Reporting, Legal and others to coordinate timelines and Board/shareholder approval of product changes and launches.
• Leading the mutual fund contract renewal process for the Advisors, Distributor and Transfer Agent through cross-functional coordination across the Invesco organization and strategy-setting.
• Writing and reviewing board materials for consistency and accuracy.
• Taking meeting minutes and training others to take minutes, as needed.
• Developing and executing communication strategies with the Boards; preparing and distributing materials as needed.
• Allocating work assignments based on the capabilities, capacity and schedules of the team members.
• Promoting the team members in their relationship development with the attorneys and business partners to provide consistent service, strong support and high quality results.
• Cultivating and maintaining strong relationships with senior legal colleagues and engaging with attorneys to seek feedback and ensure the strong performance of the team.
• Interviewing, hiring, orienting, training, motivating, and coaching new team members.
• Assessing performance and recommending promotions and compensation for team members.
• Performing senior Board Team member duties in addition to management responsibilities, including stepping in as a backup to ensure deliverables are on time.
  
  

Experience you bring:

• Bachelor’s Degree or equivalent work experience.
• Minimum of 6 years of relevant work experience and/or experience in the finance industry required.
• Experience leading a team project is required; direct team management preferred.
• Excellent interpersonal and leadership skills required. Must be able to lead others across multiple locations globally.
• Communication and relationship-building skills necessary to communicate effectively with stakeholders across all levels, including the firm’s most senior business leaders. Must be able to engage directly with department leadership, attorneys, or outside business partners without assistance from manager.
• Working knowledge of Fund Services policies and procedures with respect to shareholder account issues preferred.
• Ability to focus on multiple high-priority projects at the same time while maintaining quality output, paying attention to details and meeting deadlines.
• Must possess the creativity necessary to identify strategic solutions to work-related problems. Strong analytical and problem-solving skills.
• Desire to coach and develop personnel.
• Ability to work flexible hours as needed to ensure deadlines are met.
  
  

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan
  
  

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.