Sales Excellence and Planning Manager

Role Overview

The Sales Excellence and Planning Manager will support day-to-day operations while playing a key role in a major back-office transformation initiative. This opportunity offers a balance of operational leadership and project delivery, collaborating with Canadian and global teams to strengthen client servicing processes and implement meaningful changes.

What You Will Do

The Sales Excellence and Planning Manager will act as a key escalation point for complex client service inquiries, oversee day-to-day fund operations, and lead Canadian workstream activities supporting a broader fund administration transformation.

Why It Might Be a Fit

The ideal candidate will have 10+ years of experience in client service, fund operations, investment operations, or related financial services functions, with a strong understanding of mutual funds, ETFs, transfer agency, recordkeeping, or investment operations.

Requirements

• 10+ years of experience in client service, fund operations, investment operations, or related financial services functions
• Strong understanding of mutual funds, ETFs, transfer agency, recordkeeping, or investment operations
• Demonstrated experience managing complex operational escalations and collaborating with third-party service providers
• Proven project management capabilities, including coordinating deliverables, managing risks, and supporting operational transformation
• Strong stakeholder engagement skills, with the ability to influence and lead cross-functional initiatives without direct authority
• Knowledge of regulatory requirements, operational controls, and risk management practices
• Excellent communication, analytical, and problem-solving skills, with the ability to work independently

Benefits

• Hybrid work arrangement offering flexibility alongside valuable in-person collaboration
• Opportunity to contribute to a significant transformation initiative within a global financial services environment
• Exposure to cross-functional teams, senior stakeholders, and international project partners
• A collaborative workplace where your operational expertise and ideas can make a meaningful impact

Tagged as: Project Management