Manager, Managed Account Services

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Manager, Managed Account Services in Canada.

This leadership role sits within a fast-paced financial services environment, overseeing the delivery of high-quality operational and client servicing support across managed account activities. You will be responsible for ensuring accurate, compliant, and efficient execution of investment and account-related processes while maintaining strong stakeholder relationships. The role combines people leadership, operational oversight, and strategic contribution, requiring a strong understanding of financial products, regulatory frameworks, and service excellence. You will guide teams in managing daily operations, resolving complex issues, and improving end-to-end service delivery. Acting as a trusted advisor, you will collaborate with internal partners to enhance processes, drive efficiency, and support strategic initiatives. This is a high-impact role where analytical thinking, leadership, and client focus directly influence operational success and customer satisfaction.

This role is responsible for leading managed account service operations, ensuring regulatory compliance, operational accuracy, and high-quality service delivery across internal and external stakeholders.

• Lead and support daily operations within managed account services, ensuring accurate and timely processing of transactions and account activities.
• Oversee team performance, providing coaching, development, and performance management to ensure high service standards.
• Act as a subject matter expert for complex client inquiries, operational issues, and exception handling.
• Ensure compliance with regulatory requirements, internal policies, and risk management frameworks across all processes.
• Analyze operational data and generate insights to improve efficiency, reporting, and service quality.
• Collaborate with internal and external stakeholders to support service delivery, issue resolution, and process enhancements.
• Contribute to strategic planning, change initiatives, and continuous improvement of operational workflows and systems.
• Support audit, reconciliation, and control activities to ensure accuracy and integrity of account information.

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Requirements:

This role requires strong financial services operations experience, leadership capability, and a deep understanding of managed accounts, compliance, and client servicing environments.

• 5–7 years of relevant experience in financial services, operations, or managed account services, combined with post-secondary education or equivalent experience.
• Strong understanding of investment products, financial processes, and operational controls.
• Proven leadership experience, including coaching, performance management, and team development.
• Strong knowledge of regulatory requirements and risk management practices in financial services.
• Excellent analytical and problem-solving skills with the ability to manage complex operational issues.
• Strong communication and stakeholder management skills, both written and verbal.
• Proficiency in Microsoft Office tools (Excel, Word, PowerPoint) and relevant financial systems.
• Ability to multitask and perform effectively in a fast-paced, high-volume environment.
• Strong customer service orientation with the ability to manage internal and external client expectations.

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Benefits:

• Competitive base salary ranging from $69,000 to $129,000 CAD
• Performance-based incentives and discretionary bonus opportunities
• Comprehensive health, dental, life, and accident insurance coverage
• Retirement savings and pension plan options
• Tuition reimbursement and professional development support
• Inclusive and collaborative work culture focused on growth and learning
• Strong internal mobility and career advancement opportunities
• Flexible support programs and employee well-being initiatives