Drive efficiency as the Retail Portfolio Operations Manager at CC&L, focusing on billing and team support in a hybrid setting. Your role will enhance operational processes within wealth management.
As a valued Manager in the Investment Resource Group, you'll spearhead a team responsible for key operations including billing, account administration, and retail trading support. Your leadership will be vital for maintaining compliance and enhancing workflows. Through effective communication and problem-solving skills, you will ensure that both client and departmental needs are met effectively.
Key Responsibilities:
• Supervise the financial operations team
• Facilitate training and performance reviews
• Identify process inefficiencies and implement solutions
• Coordinate with custodians and service providers
• Execute and communicate testing plans for systems
Requirements:
• 5-10 years of operations experience in financial services
• Bachelor’s degree in finan...