Manager, Portfolio Administration

Leith Wheeler Investment Counsel Ltd.; Vancouver; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading investment management firm based in Vancouver is seeking an experienced individual to lead client onboarding and manage a team of administrators. The ideal candidate will have over 8 years in financial services, proven team management experience, and excellent communication skills. This role offers significant leadership opportunities while contributing to operational success in a collaborative environment.

Benefits

Leadership Opportunity

Professional Growth

Collaborative Culture

Learning Environment

Qualifications

• At least 8 years’ experience in financial services or related industry.
• Proven experience managing teams and projects for at least 4 years.
• High comfort in redesign and implementing workflow changes.

Responsibilities

• Lead client onboarding and offboarding with various teams.
• Oversee data reporting and milestone management.
• Manage and support a team of 12 administrators.

Skills

Experience in financial services

Managing teams

Proficient in Excel

Outstanding communication

Attention to detail

Education

Canadian Securities course

Tools

Salesforce

Job description

Job Description

• Lead client onboarding, account transitions, and offboarding in coordination with Portfolio Managers, Operations, Compliance, and external parties (client, custodian, consultant, administrator, etc.).
• In conjunction with the Operations teams, manage and / or participate in projects and workflows that impact the client service teams. Provide expertise and coordinate required data entry, implementation and testing of new processes, technologies or operating models between client service team and other departments.
• Oversee Quarter-End reporting responsibilities and liaise with other groups to collect required reporting data, manage data input and generation of reports using our portfolio management accounting system. Responsible for ensuring the team meets milestones and delivery targets while tracking any potential errors.
• Lead special projects for the Portfolio Managers.
• Collaborate with the Compliance team to keep developing our processes to ensure client documentation is comprehensive and regularly updated.
• Manage and support portfolio administrators. Delegate regular work and special projects as required.
• In conjunction with the Senior Portfolio Administrator, continue to develop our library of best practices documenting our workflow.
• Organize and facilitate meetings, including scheduling, preparing agendas, taking minutes, and tracking action items.

What We Offer

• Leadership Opportunity – Manage and support a team of 12 administrators, playing a key role in shaping processes and best practices within the firm.
• Professional Growth – Exposure to the full spectrum of portfolio administration, with direct interaction across investment, compliance, technology, and client service teams.
• Impact & Visibility – A chance to make meaningful contributions to operational efficiency and client service excellence during a critical coverage period.
• Collaborative Culture – Work in a supportive, team-oriented environment within an employee-owned investment management firm.
• Learning Environment – Gain hands‑on experience with a wide range of investment products, systems, and operational projects.

Job Qualifications

• At least 8 years’ experience working in the financial services or related industry
• At least 4 years’ proven experience of managing teams and projects
• Computer skills : proficient in Excel, Word, PowerPoint, Teams and Outlook
• High degree of comfort overseeing the redesign and implementation of changes in workflows
• Canadian Securities course would be considered a benefit
• Experience using Salesforce would be an added advantage

Attributes for Success

• Positively contributing to our Culture Blueprint : Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
• Outstanding communication ability, including writing and editing skills
• A dual passion for operational efficiency and client service
• Attention to detail
• Ability to manage multiple tasks and changing priorities
• Critical thinking : ability to understand the crux of the matter
• Ability to collaborate, influence and thrive in a team‑based environment