Sales Excellence and Planning Manager

Altis; Toronto; Ibrido; CAD 150.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work arrangement

Cross-functional collaboration withsen

Exposure to senior stakeholders

Descrizione del lavoro

Altis is seeking a Manager, Client Service and Fund Operations Transformation to lead day-to-day operations and drive a major back-office transformation. The role sits in a hybrid Toronto-based environment on a 12-month contract, coordinating with Canadian and global teams to improve client servicing processes and operational controls.

You will oversee fund operations, recordkeeping, and governance, while partnering with Sales, Legal, Compliance, and Finance to deliver measurable efficiency,

Competenze

• 10+ years of experience in client service, fund operations, or related financial services functions.
• Strong understanding of mutual funds, ETFs, transfer agency, and recordkeeping.
• Experience managing complex operational escalations and working with third-party providers.
• Proven project management capabilities across planning, testing, and implementation readiness.
• Strong stakeholder engagement skills to influence cross-functional initiatives.
• Knowledge of regulatory requirements, controls, and risk management.
• Excellent communication, analytical, and problem-solving abilities.

Mansioni

• Act as a key escalation point for complex client service inquiries, operational challenges, and third-party service provider issues.
• Oversee day-to-day fund operations, recordkeeping administration, client servicing processes, and operational controls.
• Lead Canadian workstream activities supporting a broader fund administration transformation, including planning, testing, implementation readiness, and milestone tracking.
• Partner with global teams to ensure Canadian business requirements, regulatory considerations, and operational priorities are reflected in project delivery.
• Collaborate with Sales, Relationship Management, Legal, Compliance, Finance, and Product teams to resolve issues and improve the client experience.
• Identify opportunities to streamline processes, strengthen controls, and implement sustainable operational improvements.
• Provide guidance to colleagues and coordinate stakeholder communications, governance updates, and project reporting.

Conoscenze

Client service operations

Fund operations

Investment operations

Fund administration

Project management

Stakeholder engagement

Regulatory knowledge

Risk management

Communication skills

Analytical skills

Problem-solving

Descrizione del lavoro

Location: Hybrid, 3 days onsite, 2 days remote. Toronto, Ontario.

Language: Strong written and verbal English communication skills

Duration: 12-month contract, with transformation work anticipated over 12 to 18 months

Salary Range: $150,000-$160,000 annually

About the Opportunity

Our client, a leading organization in the financial services industry, is seeking an experienced Manager, Client Service and Fund Operations Transformation to support day-to-day operations while playing a key role in a major back-office transformation initiative.

This opportunity offers a balance of operational leadership and project delivery. You'll collaborate with Canadian and global teams, strengthen client servicing processes, and help implement meaningful changes that improve efficiency, manage risk, and support long-term operational success.

What's in it for You

• Opportunity to contribute to a significant transformation initiative within a global financial services environment.
• Exposure to cross-functional teams, senior stakeholders, and international project partners.
• A collaborative workplace where your operational expertise and ideas can make a meaningful impact.
• A hybrid work arrangement offering flexibility alongside valuable in-person collaboration.

Your Responsibilities

• You'll act as a key escalation point for complex client service inquiries, operational challenges, and third-party service provider issues.
• You'll oversee day-to-day fund operations, recordkeeping administration, client servicing processes, and operational controls.
• You'll lead Canadian workstream activities supporting a broader fund administration transformation, including planning, testing, implementation readiness, and milestone tracking.
• You'll partner with global teams to ensure Canadian business requirements, regulatory considerations, and operational priorities are reflected in project delivery.
• You'll collaborate with Sales, Relationship Management, Legal, Compliance, Finance, and Product teams to resolve issues and improve the client experience.
• You'll identify opportunities to streamline processes, strengthen controls, and implement sustainable operational improvements.
• You'll provide guidance to colleagues and coordinate stakeholder communications, governance updates, and project reporting.

Skills and Qualifications

• 10+ years of experience in client service, fund operations, investment operations, fund administration, or related financial services functions.
• Strong understanding of mutual funds, ETFs, transfer agency, recordkeeping, or investment operations.
• Demonstrated experience managing complex operational escalations and collaborating with third-party service providers.
• Proven project management capabilities, including coordinating deliverables, managing risks, and supporting operational transformation.
• Strong stakeholder engagement skills, with the ability to influence and lead cross-functional initiatives without direct authority.
• Knowledge of regulatory requirements, operational controls, and risk management practices.
• Excellent communication, analytical, and problem-solving skills, with the ability to work independently.