CC&L Financial Group is seeking an experienced Manager for Retail Portfolio Operations to oversee financial operations. This hybrid role emphasizes operational leadership and strategic process improvement.
As a Manager, you will lead a capable team in the Investment Resource Group, providing support for Retail Trading and Account Administration functions. Your focus will be on fostering a high-performance culture while managing day-to-day operations and ensuring compliance with industry standards.
Key Responsibilities:
• Guide team members and conduct performance reviews
• Address operational challenges and enhance process efficiency
• Act as a point of contact for client inquiries
• Oversee technology platforms and resolve issues promptly
• Support change initiatives and special projects
Requirements:
• 5-10 years of experience in operations or asset management
• Expertise in trade settlement and understanding market cycles
• Bachelor's degree or relat...