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CC&L Retail Portfolio Operations Manager
Connor, Clark & Lunn group
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toronto, Canada
Location
toronto
Posted
May 28, 2026
Commute
Local Area
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Job Description
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:
β’ Supervise the financial operations team
β’ Facilitate training and performance reviews
β’ Identify process inefficiencies and implement solutions
β’ Coordinate with custodians and service providers
β’ Execute and communicate testing plans for systems
Requirements:
β’ 5-10 years of operations experience in fi...
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:
β’ Supervise the financial operations team
β’ Facilitate training and performance reviews
β’ Identify process inefficiencies and implement solutions
β’ Coordinate with custodians and service providers
β’ Execute and communicate testing plans for systems
Requirements:
β’ 5-10 years of operations experience in fi...