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Hm • Canada

Last updated: 17 days ago

Wealth Management Operations Analyst to provide end-to-end support for high net worth wealth

S.i. SystemsToronto
CA$30.00 hourly
Full-time

Position Title: Assistant Product Manager.Line of business: Wealth Management, Global Asset Management.Duration: 12 months (Possibility of Extension).Location: Downtown Toronto (Hybrid - 1-2x per w... Show more

Program Coordinator to support the execution of learning programs for a large banking client - JP708

S.i. SystemsToronto
Full-time

Position Title: Program Coordinator.Line of Business: Learning and Development.Duration: 18 months (Possibility of Extension).Working Location: Downtown Toronto [hybrid, 3 days a week in office - T... Show more

RQ11140 - Sr. Software Developer

Source CodeToronto, ON, Canada
CA$87.38 hourly
Full-time +1
Quick Apply

ONSITE 5 days - 21 College Street, Toronto.Over 8+years of overall experience in entire Software Development Life Cycle as well as.Having sound knowledge of developing web-based B2B and B2C ap... Show more

Business Analyst

Cleo ConsultingToronto, ON, Canada
Full-time
Quick Apply

Assignment: RQ09454 - Business Analyst - Senior</b></div> <div><b>Job Title: Business Analyst</b></div> <div><b>Requisition (SS): RQ09454</b>&l... Show more

Program Specialist II - CIBC

Allegis Global SolutionsMississauga, Ontario, Canada
Full-time

The Program Specialist II is responsible for building and maintaining relationships with Hiring Managers and managing the full lifecycle of the requisition process including requisition intake, sho... Show more

Wealth Management Operations Analyst to provide end-to-end support for high net worth wealth

Wealth Management Operations Analyst to provide end-to-end support for high net worth wealth

S.i. SystemsToronto
17 days ago
Salary
CA$30.00 hourly
Job type
  • Full-time
Job description

Position Title: Assistant Product Manager

Line of business: Wealth Management, Global Asset Management

Duration: 12 months (Possibility of Extension)

Location: Downtown Toronto (Hybrid - 1-2x per week in office, as well as additional days ad hoc)

Working hours: 9-5 EST

Role Mandate: This group is the Operations team of GAM Wealth Management. The team provides end-to-end support for mutual funds, ETFs, segregated funds, high net worth wealth products, and savings products for internal and external stakeholders. They deliver operational processes and provide after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.

Team Structure: The team will be about 50/50 collaborative vs independent work. There are 7 people on the team.

Must Have Skills:

  • Previous experience working in a high-volume, fast paced environment
  • At least 2 years of in-office experience
  • Post-secondary education (any field)
  • High attention to detail, especially on repetitive items
  • Ability to prioritize based on urgency
  • Organization Skills
  • Willingness to learn and collaborate
  • Discipline and willingness to follow through
  • Trustworthiness
  • Taking initiative
  • Self motivated

Nice to Have Skills:

  • Fast Learner
  • Cross-team experience

Role Responsibilities:

  • Being the face of product management
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
  • Monitors and tracks performance, and addresses any issues
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Executes work to deliver timely, accurate, and efficient service
  • Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
  • May function as a problem-solving resource for various internal stakeholders.
  • Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new / revised products, services, or processes.
  • Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
  • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
  • Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
  • Checks and reconciles information and documentation critical for global markets to ensure accuracy and completeness.
  • Analyzes data and information to provide insights and recommendations.
  • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
  • Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
  • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
  • Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
  • Supports the development of tools and delivery of training focused on delivering business results.
  • Mapping out cross-team process flow

Interviews: One round with HM and a current product manager, 45 min.