Process Improvement Leader, Investment Finance

Engage Recruitment; Toronto; On-site; CAD 120,000 - 150,000; Full time

Job summary

Engage Recruitment is partnering with a leading insurance organization to recruit a Process Improvement Leader for the Investment Finance function. This high-impact role acts as an internal consultant, driving process improvements, strengthening controls, and enhancing reporting across investment teams.

Top performers will engage in high-visibility projects and potential leadership opportunities. The position offers a meaningful path to senior roles with strong cross-functional collaboration and

Qualifications

• 7+ years of experience in investment operations or investment finance.
• Strong understanding of controls, risk, and financial reporting.
• Proven ability to lead process improvement or transformation initiatives.
• Clear and concise communicator with strong stakeholder management skills.
• Self-starter with a high level of ownership and accountability.

Responsibilities

• Lead process improvement initiatives across Investment Finance.
• Partner with stakeholders to identify control gaps, inefficiencies, and operational risks.
• Design and implement scalable solutions, controls, and reporting frameworks.
• Support development of management systems (KPIs, reporting, training, governance).
• Deliver training on process improvement methodologies.
• Build strong cross-functional relationships and influence key stakeholders.

Skills

Process improvement

Stakeholder management

Controls and risk

Financial reporting

Training and governance

Cross-functional collaboration

Job description

We’re partnering with a leading insurance organization to hire a Process Improvement Leader to support their Investment Finance function.

This is a high-impact role for someone who enjoys acting as an internal consultant—partnering with investment teams to drive process improvements, strengthen controls, and enhance reporting.

Top performers in this role will have the opportunity to move into high-visibility projects or operational leadership roles.

What You’ll Be Doing

• Lead process improvement initiatives across Investment Finance
• Partner with stakeholders to identify control gaps, inefficiencies, and operational risks
• Design and implement scalable solutions, controls, and reporting frameworks
• Support development of management systems (KPIs, reporting, training, governance)
• Deliver training on process improvement methodologies
• Build strong cross-functional relationships and influence key stakeholders

What We’re Looking For

• 7+ years of experience in investment operations or investment finance
• Strong understanding of controls, risk, and financial reporting
• Proven ability to lead process improvement or transformation initiatives
• Clear and concise communicator with strong stakeholder management skills
• Self-starter with a high level of ownership and accountability

Compensation

The compensation for this role is $120,000 - $150,000 base salary plus 12% annual bonus.

Why This Role

• High visibility with senior stakeholders
• Opportunity to drive meaningful change
• Clear path into leadership or strategic project roles