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S.i. Systems
Wealth Management Operations Analyst to provide end-to-end support for high net worth wealthS.i. Systems • Toronto
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. Systems • Toronto
30+ 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.



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