Operations Manager (Wealth & Asset Management/Financial Services/Banking)

Position Description:

We are looking for an inspiring energetic and dynamic Manager Consulting Delivery to join our team. The Manager Consulting Delivery will lead a team business process improvement projects and operational initiatives that enable efficient day-to-day operations. The successful candidate will be responsible for the daily operations of our administrative functions related to client account servicing of registered and investment products wire order settlement and private wealth administration.

Your future duties and responsibilities:

Leadership and Team Management Skilled in managing and developing teams including goal setting performance evaluation and fostering professional growth through coaching and cross-training.
Coaching and Mentorship Ability to provide regular constructive feedback and tailored coaching to support team members career development and performance improvement.
Performance Management Experience in managing and tracking performance metrics quality and productivity to consistently exceed targets and optimize team output.
Process Improvement and Change Management Strong skills in identifying implementing and driving operational improvements in a collaborative manner.
Project Management Ability to manage projects within Client Solutions providing support for business process initiatives and representing the team in corporate initiatives.
Client-Focused Mindset Dedication to creating smooth positive client experiences and effectively resolving escalated issues with a service-oriented approach.
Analytical and Data-Driven Decision-Making Proficiency in capturing analyzing and using data to drive informed decision-making process improvement and strategic planning.
Stakeholder Management and Collaboration Strong relationship-building skills to work effectively with cross-functional teams ensuring alignment on business objectives and service standards.
KPI Development and Reporting Experience in defining tracking and reporting KPIs that provide visibility into operational performance and support strategic initiatives.
Recruiting and Talent Development Ability to recruit onboard and develop team members to meet current and future business needs ensuring a strong adaptable team.


Other Expectations

Training & Compliance: Must pass CIFOC training assessment and adhere to all quality standards and engagement/company policies. Promptly corrects any quality deficiencies within their function.
Schedule & Attendance: Complies with assigned shift schedules including start time end time breaks and rest days. Adheres to leave filing policies and ensures attendance at all required

Required qualifications to be successful in this role:

Work Experience: At least 5 to 10 years as a Manager Service Delivery Manager or in an equivalent leadership role. Minimum of 2 years in Banking/Financial Services Operations in a managerial capacity with expertise in areas such as front-office advisor support back-office account management investment fund record-keeping portfolio accounting financial statements corporate actions order management trade support investment accounting performance assessment and reporting. Experience in both Wealth Management and Banking is a plus.
Educational Background: Bachelors degree in Financial Management Marketing Business Management Information Technology or a related field or equivalent work experience in IT operations.
Technical Proficiency: Strong data analysis skills experience utilizing KPIs for decision-making proficiency in Microsoft Office (Word Excel PowerPoint Access) and ability to lead process improvements and cross-departmental collaborations.
Soft Skills: Exceptional communication and stakeholder management skills strategic thinking ability to work under pressure hands-on problem-solving approach and a strong drive for career growth and continuous learning.


Career Experience

Team Leadership in Operations Experience managing operations teams focusing on productivity quality and the achievement of individual and team goals.
Performance Coaching Background in providing ongoing coaching and feedback to team members with a focus on achieving developmental goals and improving service quality.
Process Improvement Initiatives Proven track record of identifying recommending and implementing process optimizations and efficiencies to enhance team performance and productivity.
Cross-Training and Job Enrichment Experience initiating and managing cross-training programs to diversify skills support career progression and create a more agile team.
Collaboration with Business Partners History of working closely with internal partners to refine business processes and improve collaboration across departments.
Development and Monitoring of KPIs Experience defining tracking and analyzing key performance indicators (KPIs) to measure team success and identify areas for improvement.
Client Solutions and Service Excellence Demonstrated commitment to creating excellent client experiences resolving escalated issues and improving overall service delivery.
Project and Initiative Leadership Participation in or leadership of cross-departmental projects especially those focused on service enablement process improvement or operational excellence.
Recruitment and Talent Development Experience in recruiting hiring and onboarding team members to ensure effective team resourcing and support for business growth.
Quality Control and Data-Driven Decision-Making Hands-on experience managing quality assurance functions using data insights to refine processes and making informed decisions that drive team and organizational success.

Team Leadership in Operations Experience managing operations teams focusing on productivity quality and the achievement of individual and team goals.
Performance Coaching Background in providing ongoing coaching and feedback to team members with a focus on achieving developmental goals and improving service quality.
Process Improvement Initiatives Proven track record of identifying recommending and implementing process optimizations and efficiencies to enhance team performance and productivity.
Cross-Training and Job Enrichment Experience initiating and managing cross-training programs to diversify skills support career progression and create a more agile team.
Collaboration with Business Partners History of working closely with internal partners to refine business processes and improve collaboration across departments.
Development and Monitoring of KPIs Experience defining tracking and analyzing key performance indicators (KPIs) to measure team success and identify areas for improvement.
Client Solutions and Service Excellence Demonstrated commitment to creating excellent client experiences resolving escalated issues and improving overall service delivery

Skills:

• Banking
• Financial Services
• Wealth Management

What you can expect from us:

Together as owners lets turn meaningful insights into action.

Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because

You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.

Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our teamone of the largest IT and business consulting services firms in the world.