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Institutional Client Onboarding Specialist
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
We are one of Canada’s largest and leading private asset management firms providing investment management services to individuals, advisors, pension plans, institutional investors and foundations. Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) provides a broad range of traditional and alternative investment products and strategies, including equity and fixed income, public and private markets, developed, emerging and frontier markets, and traditional and alternative investments. CC&LFG is structured as a multi-boutique firm and our affiliate teams collectively manage approximately $96 billion in assets globally.
The Transitions Management Team is a collaborative group overseeing the onboarding of institutional clients and products. The team is responsible for creating and executing transition plans by understanding the needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually.
Why Join Connor, Clark & Lunn Financial Group?
- Work within a unique multi-boutique structure that differentiates Connor, Clark & Lunn from the rest of the industry
- Be part of an entrepreneurial-spirited, privately owned business
- Utilize your investment operations knowledge, client service and project coordination skills to provide expert and tailored solutions
- Partner with our Institutional affiliates who offer a broad range of asset classes
What You Will Do
- Manage the onboarding of Institutional Canadian, US and global clients
- Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
- Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
- Work diligently with investment managers, sales, compliance and operations teams
- Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates, benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintenance of onboarding tools, project plans and documentation
What You Bring
- 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
- Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Great communicator
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- Detail-focused and the willingness to dive deep into processes and operational requirements
Who We Are
Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management.
We have grown from $29 billion in assets and 200 people in 2008 to approximately $96 billion in assets and close to 700 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.
This is best achieved by:
- A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
- An Opportunity to Succeed: To do work that has value and which presents the opportunity for professional growth and development.
- Recognition and Reward: To recognize each person’s contribution and to align compensation with contribution
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
