Director, Business Operations Support

Grade :   L9

Referral Level: Level 2 

Division : IGM-CSO

IGM 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 is Mackenzie Investments, founded in 1967 . Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support .  

At Mackenzie Investments You Can Build Your Career with Confidence .  

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians . 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 centre .  

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.  

Mackenzie Investments 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: The Business Operations Support & Controls team provides critical support to IGM Contact Center and Operations teams in configuration of back-office systems, production issue coordination and resolution, client and advisor communications, Dealer Tax expertise, operational controls and IG Dealer clearing, settlement and client banking functions.

POSITION SUMMARY:  The Director, Business Operations Support & Controls is responsible for providing oversight and strategic direction for the key functions delivering configuration of back-office systems supporting product launches, coordinating production issue resolution with IT partners, supporting mailings to advisors and clients scheduled and as needed for Business teams and ensuring we are monitoring and reporting on CSO controls.

DUTIES INCLUDE:

• Work in partnership with the AVP, Business Operations Support & Controls to ensure BOS teams are collaborating and meeting targets on IGM deliverables for fund/ product launches/ changes, configuration of SAS, RBroker and IG downstream systems.

• Ensure the BOS teams are meeting cross training goals to support IGM teams and all new team members are trained cross functionally for MI, Counsel, Canada Life and IG product support.

• Work closely with IGM Product, Distribution, Legal, Compliance, Fund Services, IG Wealth Operations, MI Client Solutions and IGM Contact Center teams on product support, implementation of regulatory and discretionary projects and any BAU business needs.

• Ensure Operational Servicing team delivering their mailings to meet defined SLAs. The team is cross trained to deliver databases, create quality communications via email and mail that allow us to service regulatory and discretionary mailings to clients and advisors.

• Work with Sr. Managers to identify and implement continuous improvement initiatives to deliver efficiencies, reduce costs and improve processes.

• Ensure teams are creating and maintaining procedure documents and sharing knowledge. Documentation is maintained on shared folders providing access to leaders and team members.

• Supporting the AVP to build out tracking of team productivity and dashboards that help in resource planning and supporting Business needs.

• Ensuring collaboration with their leaders and teams and those reporting directly to the AVP.

• Supporting the AVP to set up and maintain a Controls framework for Service delivery, Controls and Continuous Improvement and CSO teams.

• Enable an engaging environment and support development for leaders and team members through ongoing coaching and providing challenging work assignments.

• Support the AVP on reporting requirements for Sr. Management and Service Excellence.

• Develop relationships and collaborate with key stakeholders across the organization to enable effective service deliver

QUALIFICATIONS:

• Superior communication skills, both written and verbal with a demonstrated ability to interact effectively at all levels.

• Minimum 10 years’ experience working in a financial services industry setting.

• Completion of a post-secondary degree or equivalent applicable to the role.

• Investment industry knowledge. Completion of Canadian Securities Course is an asset.

• Demonstrated management and leadership experience.

• Strong analytical, decision-making skills with attention to detail.

• Strong leadership skills with the ability to lead change management activities and mentor and influence others.

• Ability to work in a fast paced and agile work environment.

• Ability to work autonomously, with high levels of initiative, accountability, and a progressive attitude towards innovation and change.

• Project management & change management skills.

• Results Oriented: Detail oriented with the ability to delegate and meet strict deadlines and the ability to set high goals and standards for the teams

• Proficiency in using MS Excel, MS Word, Microsoft projects and MS PowerPoint

Please visit our c areer page by clicking on the following link:  

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.  

Mackenzie Investments 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 May 30, 2024 .  

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