Manager, Wealth Administration and Operations Support

Role overview

Responsibilities

• Lead office operational and administrative activities to maintain an efficient, compliant environment.
• Coordinate recruitment, onboarding, workforce planning, and employee management with business leaders.
• Oversee adherence to regulatory requirements, risk controls, governance standards, and operational procedures.
• Support performance management, employee development, and resource planning.
• Facilitate technology, operational, and organizational change and promote adoption.
• Identify process improvements, optimize workflows, and enhance employee and client experience.

Requirements

• Bachelor's degree in business administration, finance, human resources, or a related field, and several years of relevant operations, administration, or people-leadership experience.
• Experience managing operations in regulated financial services.
• Knowledge of wealth management operations, branch administration, or investment industry practices.
• Experience supporting recruitment, employee management, workforce planning, and performance management.
• Ability to lead operational change, process improvement, and technology implementation.
• Completion of, or eligibility to obtain, required investment industry registrations and certifications.

Skills and language

• The posting identifies relationship building, communication, leadership, collaboration, influence, adaptability, initiative, sound judgment, resilience, emotional intelligence, and organizational awareness.
• Listed skill areas include branch management, business operations, change management, financial services, recruitment, investments, regulatory compliance, risk management, and team leadership.
• English is listed as a language.

Workplace

• The posting states attendance is on-site and identifies the location as Vancouver.

Benefits

• Benefits include health and wellness options, group insurance, a pension plan, employee share ownership, employee and family assistance, preferential banking, community initiatives, and telemedicine services.
• The employer describes training, coaching, mentoring, and internal mobility resources.