C

Connor, Clark & Lunn Financial Group

Manager, Product Transitions

Business OperationsUpdated on Nov 10
Full-timeVancouver, BC, Canada$90k - $140k

About the Job

Requirements

  • At least 7 years of experience in investment operations, asset management, banking, fund administration, or a related financial services environment, with exposure to global markets, investment products, and operational readiness.
  • Demonstrated ability to lead people and initiatives, influence stakeholders, build strong relationships, and bring teams together to achieve shared goals.
  • Strong judgment and the ability to navigate ambiguity, anticipate challenges, and develop practical solutions to complex issues.
  • Strong communication and organizational skills, with the ability to manage competing priorities and clearly communicate complex issues and recommendations.
  • A proactive, accountable, and improvement-oriented approach, with the ability to see the bigger picture, embrace change and technology, and translate business priorities into effective outcomes.

Responsibilities

  • Oversee product transition and operational readiness activities across global funds and segregated account mandates, including account activation, global market openings, beneficial ownership reporting, counterparty onboarding, and third-party foreign exchange arrangements.
  • Develop trusted partnerships with investment management teams, trading, operations, legal, compliance, internal teams, external counterparties, and service providers to coordinate complex activities and deliver effective outcomes.
  • Anticipate roadblocks, navigate competing priorities, bring the right people together to solve complex problems, and drive activities through to completion.
  • Provide clear and timely updates on critical paths, operational readiness, outstanding requirements, dependencies, and potential risks.
  • Identify opportunities to simplify processes, strengthen controls, and improve efficiency; leverage technology, artificial intelligence, and automation to develop scalable solutions and improve team operations.
  • Set clear priorities, empower team members to take ownership, and foster a culture of accountability, collaboration, continuous learning, and professional growth.
  • Manage operational, counterparty, and regulatory requirements, including know-your-customer and anti-money-laundering documentation, account setup, trading permissions, and applicable reporting obligations.
  • Establish effective procedures, controls, and reporting to provide visibility, manage priorities, and support operational excellence.

About the Company

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at Connor, Clark & Lunn Financial Group

See more jobs