Senior Manager, Investment Fund Operations

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking to fill an opening for the Senior Manager, Investment Fund Operations, to join our Asset Management Product team.

Reporting to the Senior Director, Fund Operations & Strategic Relationships, the Senior Manager will be responsible for supporting the day-to-day operational execution, governance, and continuous improvement of the firm's retail and institutional investment fund product platform, including mutual funds, pooled funds, Exchange Traded Funds, High Interest Savings Accounts HISAs, and related investment products.

As oneaviso:

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Serve as the operational subject matter expert for investment fund products including Mutual Funds, Fund-of-Funds structures, Exchange Traded Funds and High Interest Savings Accounts (HISA)
• Lead operational readiness activities for new product launches, fund mergers, fund terminations, fund reorganizations, and product changes
• Ensure product operational processes are scalable, efficient, and well controlled
• Identify operational risks and implement mitigation strategies
• Provide ad hoc support for stakeholders as a point of escalation when operational issues arise
• Represent NEI and Asset Management on various enterprise project teams/initiatives with cross divisional impacts
• Support the planning and implementation of strategic initiatives across Product and Operations
• Act as Project Lead or Business Lead for enterprise projects impacting investment products

Requirements

Your experience and skills:

• Degree in Business, Finance, Accounting, Economics or Related discipline
• PMP designation, CBAP certification and Lean Six Sigma certification are preferred
• 8+ years of experience in Asset Management, Wealth Management, Mutual Fund Operations, Product Management and Fund Administration
• Minimum 5 years leading strategic initiatives and cross-functional projects
• Strong understanding of the Canadian investment fund industry and familiarity with various product structures
• Experience working with fund accounting and custody operations
• People leadership experience is preferred
• Strong project management, critical think skills and able to influence without authority
• Excellent written and verbal communication/presentation skills, experience presenting to senior management
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $115,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.