Back Office Supervisor (High Net Worth) - Lead Consultant

Job description

Position Description:

JOB OVERVIEW
We are currently seeking a Supervisor to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client, Administrators will work on CI GAM’s high-net-worth product lines and will be responsible for the everyday management of a team.

Education & Certifications
• Post-secondary degree in Business, Finance, or a related field (required).
• IFIC or Canadian Securities Course certification (asset).

Experience & Knowledge
• Minimum of three (3) years of experience in a relevant people-management or supervisory role (required).
• Previous experience in financial services, back-office operations, or investment administration (preferred).
• Knowledge of mutual funds, investment operations, and financial industry processes (plan types, trade types, tax rules, etc.) is an asset.

Skills & Competencies
• Strong leadership and people-management skills with proven ability to coach, mentor, and motivate team members.
• Excellent organizational skills to manage workload distribution, team coverage, and operational flow.
• High degree of accuracy and attention to detail when handling sensitive transactions, approvals, and high-dollar trades.
• Strong problem-solving and critical thinking skills to assess complex situations and deliver consistent positive outcomes.
• Excellent interpersonal and communication skills, both written and verbal, to effectively engage with team members, clients, and stakeholders.
• Ability to monitor and analyze performance metrics to improve team efficiency, reduce errors, and meet service level agreements.
• Experience supporting system enhancements, process improvements, and project-related activities.

Personal Attributes
• Team-focused leader who fosters collaboration, engagement, and accountability.
• Client-centric mindset with a commitment to service excellence and exceeding expectations.
• Proactive, adaptable, and resourceful in addressing challenges and managing change.
• Professional, reliable, and results-driven, with the ability to balance day-to-day operations and long-term improvements.

Skills:

·  Analytical Thinking
·  Compliance
·  Customer Service & Support
·  Detail-oriented
·  English
·  Wealth Management
·  Process coordination

What you can expect from us:

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