Wealth Operations Leader — Vendor Oversight & Process Excellence

Sun Life Financial; Montreal; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A major financial services company in Montreal seeks a Manager of Operations and Vendor Oversight to ensure seamless execution of operational processes within Wealth Operations. In this role, you will oversee daily activities, manage vendor relationships, and lead initiatives for process improvements. Candidates should have over 5 years of experience in operations management, particularly in financial services, and strong analytical skills. The position offers a hybrid work environment and competitive compensation.

Benefits

20 vacation days per year

Flexible benefits

Pension, stock, and savings programs

Global Learning Centre access

Wellness programs

Qualifications

• Minimum of 5 years of experience in operations management, preferably within the financial services or wealth management industry.
• 5+ years of experience as a People Leader.
• Strong knowledge of vendor management, compliance standards, and risk management practices.

Responsibilities

• Oversee daily Wealth Operations, ensuring efficient execution of processes.
• Manage vendor relationships, focusing on SLA adherence and service optimization.
• Identify and lead operational improvement initiatives.

Skills

Operations management

People Leadership

Excel proficiency

Vendor management

Compliance standards

Process improvement

Project management

Analytical skills

Communication skills

Education

Bachelor’s degree in Business Administration, Finance, or a related field

Job description

A major financial services company in Montreal seeks a Manager of Operations and Vendor Oversight to ensure seamless execution of operational processes within Wealth Operations. In this role, you will oversee daily activities, manage vendor relationships, and lead initiatives for process improvements. Candidates should have over 5 years of experience in operations management, particularly in financial services, and strong analytical skills. The position offers a hybrid work environment and competitive compensation.