Technical Consultant in Client Operations for global financial industry software company. Specializing in automation and collaboration with major investment banks to optimize structured products.
About the role
- Senior Business & Systems Consultant at Sun Life providing business analysis and technical solutions for investment dealer operations. Collaborating with various teams to enhance client experiences and operational efficiency.
Responsibilities
- As part of the Sun Life Canada Securities Inc (SLCSI) Platform, you will collaborate with teams in Operations, Compliance and Portfolio Management to define business capabilities and technical solutions required to grow the investment dealer business.
- Analyze and define user needs and translate them into system capabilities for delivery by development squads.
- Assess current state process and systems to determine how future changes will impact systems, processes, procedures, and clients throughout the organization.
- Create and/or provide comments into internal and external communications and user documentation.
- Review and provide comments on business and technical documentation.
- Act in an advisory capacity as well as coach/mentor to Business & Systems Analysts.
Requirements
- Experience working with CIRO (formerly IIROC) licensed investment dealers with knowledge of systems such as Kyndryl/Broadridge SIS platform or Dataphile Brokerage Platform
- Strong understanding of wealth product structures, client account onboarding, fee billing, model portfolios and discretionary portfolio management.
- Hands on experience setting up and configuring systems that support management of fee-based programs, SMAs and UMAs.
- Familiarity with platforms such as Croeses, Envestnet, Wealth 360 or D1G1T
- Familiarity with CIRO requirements related to KYC suitability, performance reporting, trade supervision and managed account oversight.
- Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.
- Experience with data & integration modelling.
- Experience with Business case development.
- Ability to collaborate with a range of internal and vendor partners.
- Excellent multitasking, prioritization, and time management skills.
- Comfortable working in ambiguous environments.
- Canadian Securities Course through CSI (Canadian Securities Institute) is an asset.
Benefits
- An environment of continuous learning and improvement.
- A friendly, collaborative, and inclusive culture in an interactive team environment.
- Being part of our journey in developing the next greatest digital experience.
- Working together, sharing common values, and encouraging growth & achievement.
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