Become the Manager of Retail Portfolio Operations at CC&L, where you will leverage your operational expertise in a collaborative, hybrid environment. Help drive the success of our wealth management initiatives.
As a leader in the Investment Resource Group, you will be responsible for guiding Specialists and Analysts while ensuring operational excellence. Key aspects of your role will include supporting financial operations, enhancing process efficiencies, and fostering team development to meet strategic objectives within the organization.
Key Responsibilities:
• Guide daily operations of the team effectively
• Be the point of contact for Affiliate leadership
• Ensure smooth functionality of technology platforms
• Conduct performance reviews and mentoring sessions
• Collaborate on projects with senior management
Requirements:
• 5-10 years in finance operations or similar
• Understanding of nested fund structures and trading cycles
• Bachelor’s degree in ...