Operations Manager overseeing daily operations and optimizing workflow at a creditors’ rights law firm. Collaborating with senior leadership to improve efficiency and performance.
About the role
- Manager, Operations and Vendor Oversight overseeing operational activities and vendor relationships in Wealth Operations at Sun Life. Collaborating with teams to enhance service delivery and efficiency.
Responsibilities
- Oversee daily Wealth Operations, ensuring processes are executed efficiently, accurately and within established timelines.
- Manage vendor relationships including IFDS, focusing on SLA adherence and service optimization.
- Collaborate with vendors to address operational inefficiencies, implement corrective actions and optimize service delivery.
- Implement and monitor risk management activities and regulatory compliance.
- Identify and lead operational improvement initiatives.
- Lead or participate in cross-functional projects, providing operational expertise and support for new product launches, system enhancements, or process changes.
- Develop and implement standard operating procedures to enhance productivity.
- Monitor KPIs and operational metrics to identify trends, resolve issues and drive continuous improvement.
- Address operational incidents promptly, conducting root cause analyses.
- Lead a team of operations professionals, providing coaching, feedback, mentoring and development opportunities to foster a high-performing team environment.
- Collaborate with internal stakeholders including Client Services, Sales and Advisor Experience teams to align operational strategies with business objectives.
Requirements
- Minimum of 5 years of experience in operations management, preferably within the financial services or wealth management industry
- 5+ years of experience as a People Leader
- Proficient with Excel (specifically pivot tables and V-look ups)
- Strong knowledge of vendor management, compliance standards, and risk management practices.
- Demonstrated experience in process improvement, project management, and leading cross-functional initiatives.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with internal stakeholders and external vendors.
- Strong analytical and problem-solving abilities, with a focus on data-driven decision-making.
- Proven leadership skills, with experience managing and developing high-performing teams.
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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