Job Description

Director - Client Onboarding

Employment Type

: Permanent

Address

30 Adelaide Street East

Toronto, Ontario

Canada

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We'll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you'll be able to realize your full potential.

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston-based State Street Corporation, one of the world's leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Job overview

The Director, Client Onboarding (Asset Manager Solutions) is responsible for the successful completion of all New Client Onboardings. The role will also provide sales support to the Business Development & Relationship Management Team. The role will manage various Business Analysts and Program Managers assigned to the Onboarding Team. Overall, this position provides alignment regarding priorities, expectations, and timing of services and solutions to our clients.

What you will do

Define the Onboarding methodology Ensure direct reports are following defined processes and best practices, and provide input for continual improvement on business analysis methodology, processes and templates Own the Onboarding SharePoint site and publish site updates as required Own the Onboarding Playbook and ensure that it is kept up-to-date; new tasks and artifacts are added as required Provide sales support to the Business Development & Relationship Management Team. This includes attending meetings, calls and providing overviews of the Onboarding process to perspective clients Provide estimates and high-level schedules to Finance and the Business Development & Relationship Management Team to assist with pricing and scheduling discussions Provide guidance/coaching to Business Analysts and Project Mangers working on Onboarding Projects Provide regular reporting to key stakeholders Prepare large project initiatives and provide guidance to ensure clear and accurate work structure, estimates, and plans for BA/PM activities Provide input into business analysis/project management documentation standards and tools Actively assess risks, provide mitigation plan and escalate issues to management Ensure high quality artifacts are being created by reviewing BA/PM artifacts and tracking related metrics Possess excellent understanding of the Project Management Life Cycle Demonstrate superior flexibility in the face of ambiguous situations, shifting demands and challenging work environments Expertise in evaluating feasibility or practicality of ideas and options, assess risks and trade-offs, and make informed and timely decisions Ability to allocate resources based on project priorities Maintain relationships with staffing agencies to facilitate the recruitment of contract Project Managers as required Work directly with SS&C onboarding team and establish priorities on behalf of IFDS Possess a good understanding of the regulatory bodies governing client product offering and industry's best practices. For example: CLHIA, National Instrument, Federal/Provincial, FundSERV, IACC and IFIC Provide estimates and schedules to the Europe State Street for prospective clients Execute People Manager tasks as required

What we require

PMI-PMP certification Expert Mutual Fund/Transfer Agency knowledge Minimum of 10 years of experience in leadership roles Minimum of university degree or equivalent qualifications Demonstrate excellent time management, multi-task, self-direction, and prioritization skills Strong Project Management skills Superior analytical and problem-solving skills Have strong business and system analytical skills; ability to analyze and solve problems Exceptional ability to communicate clearly and effectively, both verbally and written Excellent facilitation and negotiation skills Ability to foster and build relationships to engage and influence Innovative: Seeks out innovative solutions and champions continuous improvement Initiative: Takes independent action and goes beyond what the job or situation requires Client-focused as required to obtain business requirements and assist in implementations Ability to organize workflow to accomplish multiple and changing priorities within specified timeframe Results-oriented: Strives to achieve high levels of individual and organizational performance Flexible: Ability to quickly and easily adapt to changes within the business and organization Expert strength in presenting strategic initiatives to all levels of management, individually and in large group settings Expertise in evaluating feasibility or practicality of ideas and options, assessing risks and trade-offs and making informed and timely decisions Beneficial:
+ IFIC Operations and Procedures course
+ Financial industry certification (CSC/CFA)

Working Conditions

Applicants must be flexible and adaptable to a Hybrid working model (remote & onsite).

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.