Manager – Process Management & Administration – IG Wealth Management

Title of the Job: Manager – Process Management & Administration

Location: Montreal, QC – Winnipeg, MB

Job Description: Division: Client Services OperationsLocation: Winnipeg, MontrealIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.DEPARTMENT SUMMARY:Process Management and Administration is dedicated to the seamless and precise execution of transactions and events related to client accounts. Our mission is to exceed client expectations by efficiently processing requests, ensuring flawless clearing and settlement, managing client and dealer bank functions, overseeing corporate actions and entitlements, and upholding the highest standards of operational controls and adjustments. Our primary objective is to deliver a comprehensive, client-centric experience through relentless pursuit of continuous improvements, enhancing operational efficiencies, and fostering strategic collaboration with our business partners in Investments, Insurance, and Mortgage/Banking.POSITION SUMMARY:Process Management and Administration is a critical enabler of strategic initiatives in automation, transformation, and new product and technology launches. In this agile environment, the team continuously adapts to new developments, delivering optimal business solutions that create seamless, modern experiences, enhance productivity, and promote employee engagement. The Manager will lead a team of specialists, guiding them in various focus areas to operationalize processes, ensure consistent support across operational groups, and spearhead continuous process and procedural enhancements. Additional responsibilities include coaching and developing team members, overseeing daily operations, and fostering a high-performance culture. By supporting strategic, divisional, and departmental initiatives, the Manager will contribute to the creation of efficient business solutions that elevate productivity and foster employee engagement. This position reports directly to the Director of Process and Relationship Management in Winnipeg.DUTIES INCLUDE:Leadership and Development: Deliver consistent coaching and performance management to team members, emphasizing the achievement and surpassing of personal, departmental, and divisional qualitative and quantitative goals. Initiate cross-training programs to enhance job enrichment, drive efficiency, and support career advancement.Change Management and Engagement: Provide strategic guidance to team members during periods of change, fostering a culture of adaptability and actively promoting high levels of employee engagement.Policy and Procedure Expertise: Maintain a proactive understanding of business unit policies and procedures, effectively communicating updates as necessary. Leverage business acumen to resolve escalated and time-sensitive issues efficiently.Resource Optimization: Collaborate closely with the Workforce Management team to ensure service levels are consistently met and team resources are utilized to their fullest potential.Drives continuous improvement resulting from complex/sensitive issues, proactive/critical thinking, ideation and action-oriented skills.Simplify business processes by assisting and managing process improvement initiatives within Client Relations.Builds collaborative partnerships, creates synergies and provides project representation within CSO, other corporate divisions and internal/external clients.Performance Analysis and Improvement: Regularly assess quality and productivity metrics, offering timely coaching to team members. Analyze performance data to identify root causes and trends, implementing actions to enhance overall results.Strategic Initiative Support: Provide expert business and product knowledge on departmental, divisional, or corporate initiatives. Assist in overseeing and implementing business process improvement projects.Talent Acquisition and Onboarding: Play a role to support recruiting, hiring, and onboarding new employees to accommodate fluctuating business volumes, ensuring a seamless integration into the the business.QUALIFICATIONS:Extensive Client Service Experience: At least 5 years of experience in a diverse, client-centric service environment, demonstrating a strong commitment to customer satisfaction and service excellence.Educational Background: A post-secondary degree or diploma in a relevant business discipline, providing a solid foundation in business principles and practices is an asset.Financial Operations Expertise: In-depth knowledge of financial transactions and back-office operations, ensuring a thorough understanding of the processes and procedures involved.Strong leadership skills: Highly valued and considered a significant asset for this roleExceptional Communication Skills: Strong oral and written communication abilities, capable of clearly and effectively interacting with various levels of staff, including senior management and cross-functional teams.Analytical and Problem-Solving Abilities: Proven skills in analyzing complex situations and developing effective solutions, showcasing a proactive approach to problem-solving.Organizational Proficiency: Well-developed organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, handle escalations, and meet tight deadlines efficiently.Technical Competence: Strong PC skills and practical experience with Microsoft Office Suite.Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by October 4, 2024.#LI-KN1#LI-Hybrid

Company Name: IG Wealth Management

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