Team Lead - Mutual Fund Operations

Job Description

We're seeking a dynamic, Team Leader to join our Dealer Operations team.

Key responsibilities include team supervision, process improvement, workflow management, and ensuring regulatory compliance. The successful candidate will thrive in a fast-paced environment, demonstrate strong problem-solving skills, and have a commitment to continuous learning and development.

This ideal candidate possess a combination of strong leadership skills, technical expertise in the financial services industry, and the ability to drive innovation and results while maintaining a focus on team development and regulatory compliance. They should be able to balance the day-to-day operational demands with strategic thinking and continuous improvement initiatives.

What will you do?

• Lead, coach and motivate Consultants to deliver best-in class service of Sun Life products by providing clear Key Performance Indicators (KPIs), communication, direction and feedbackthrough collection of statistics and review of work

• Maintain and support in career development of consultants

• Act as a primary point of contact for daily activities, targets and escalation cases that align within government, regulatory and corporate guidelines

• Partner with operations leaders for workload planning, resource allocation, and scheduling to ensure operational efficiency and productivity.

• Support continuous improvement and projects related to back office processes

• Foster an environment of innovation, curiosity, ownership and creativity

What do you need to succeed?

• 3+ years of leadership with direct reports

• Excellent customer service and interpersonal skills

• Strong understanding of Mutual, Segregated, Exchange Trade Fund industry

• Ability to foster innovation, curiosity, ownership, and creativity within the team

• Strong coaching and mentoring skills for team development

• Effective performance management and goal-setting abilities

• Strong data analysis skills and ability to leverage technology for performance improvement

• Excellent oral and written communication skills with ability to communicate effectively with various audiences at all organizational levels

• Strong prioritization and time management skills

• Completion of the Investment Funds in Canada (IFIC) Operations, CanadianSecurities course (CSC) or Exchange Traded Funds (ETF) courses considered an asset

• Experience in a Dealer back office or Fund Company governed by MFDA or IIROC

• Experience in client and advisor resolutions (e.g., cost calculations, letter of indemnity, taxation, Errors & Omissions claims, and complaints) considered an asset

• Experience in the following systems: Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW) considered an asset

• Bilingualism (French, English, both oral and written) is an asset for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health