Senior Director responsible for mortgage origination, underwriting, and commitment in real estate at Canada Life. Leading commercial mortgage transactions and ensuring compliance with investment policies.
About the role
- Responsible for Client Service at Novaxia specializing in sustainable investment. Leading client service excellence and contributing to business strategy with strong operational management.
Responsibilities
- Ensure operational, regulatory and relationship excellence of the Client Services function
- Manage the activity and teams
- Secure flows and operations
- Actively contribute to the development strategy and to the continuous improvement of tools and processes
- Oversee the management of incoming and outgoing flows (subscriptions, estates, donations, distributions, IFU, ex-post fees, etc.)
- Monitor and analyze business activity (subscriptions, Middle Office, Back Office)
- Implement and track service performance KPIs
- Ensure quality, timeliness and best execution objectives are met
- Produce activity summaries and reporting for Management
- Ensure proper application of internal procedures and regulations (AMF, professional obligations)
- Ensure the service complies with its regulatory obligations
- Perform first-level controls and contribute to the security of operations
- Manage and monitor operational and regulatory incidents
- Lead and coordinate Client Services teams (partner relations, commission management, Back Office, Middle Office)
- Recruit: define profiles, select and onboard employees
- Lead and engage teams: unite, motivate and mobilize colleagues around objectives
- Maintain high-quality relationships with clients, investors and distribution partners
- Contribute to the rollout and improvement of services related to distributor/investor relationships
- Ensure the functional and operational follow-up of business tools
- Actively participate in the development and optimization of tools (extranets, internal tools, CRM)
Requirements
- Higher education (finance, management, law or equivalent)
- Proven experience of at least 7 to 10 years in an asset management firm or a similar financial environment
- Demonstrated experience in team management and activity oversight
- Strong knowledge of Client Services, Middle Office and Back Office processes
- Solid understanding of business rules and regulation (AMF)
- Proficiency with business tools and CRM systems (e.g., Salesforce, Unicia…)
- Strong analytical, control and reporting skills
- Recognized personal qualities: leadership, team spirit and communication skills, rigor, organization and autonomy, customer service and compliance focus, initiative and a drive for challenges.
Benefits
- RTT (additional leave days)
- Meal vouchers
- Holiday bonus
- Profit-sharing
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