Job Title: Manager – Fund Operations & Projects

Location: Toronto ON (Hybrid)

Job Summary

We are seeking a dynamic Manager to support Canadian Wealth Operations. In this role, you will provide expert operational support to ensure the successful implementation of various initiatives impacting fund operations and accounting across Canada and North America.

You will collaborate with multiple business areas, assess risks and financial impacts, and help ensure projects are delivered smoothly and effectively. This role offers an excellent opportunity for professional growth within a team that values client satisfaction, performance, innovation, and collaboration.

Key Responsibilities

• Coordinate and support the implementation of Canadian Operations projects, including post-implementation follow-up
• Document process improvements and ensure adherence to best practices
• Identify operational or business risks tied to initiatives and communicate them to leadership
• Build and maintain strong relationships with internal and external partners
• Use your expertise to explain risks and impacts on operations and downstream processes
• Ensure all fund system setups meet project requirements
• Coordinate project tasks with internal teams, custodians, and valuation agents
• Conduct impact assessments, identify risks, and propose mitigation strategies
• Review operating models, develop efficient workflows, and recommend implementation strategies
• Develop tools and controls to improve operational efficiency and data quality
• Ensure compliance with regulatory requirements and internal policies

Requirements / Must-Have Skills

• 5–7 years of experience in the financial industry
• 5+ years of experience in fund accounting and back-office operations
• Strong understanding of the financial services industry, including investment funds, insurance funds, and investment securities products
• Bilingual in English and French (written and spoken)
• Proficiency in Microsoft Office Suite (intermediate Excel required)

Key Attributes & Soft Skills

• Self-starter with excellent communication and interpersonal skills
• Strong attention to detail and high level of organization
• Ability to manage multiple projects in a fast-paced environment
• Responsible, reliable, and able to work independently
• Practical experience with a solution-oriented mindset
• Strong work ethic and commitment to delivering high-quality results

Education

• University degree, preferably in accounting or finance
• CPA or CFA designation is an asset

Ideal Candidate

The ideal candidate will bring hands-on back-office experience, having led initiatives and taken ownership of tasks in an operational setting. This is not a traditional project management role — we are seeking someone with deep operational knowledge who can drive projects and deliver results.