Teams at Connor, Clark & Lunn Financial Group Ltd.

Oversee product transitions and operational readiness for global funds and segregated accounts. Coordinate account activation, market openings, counterparty onboarding, FX arrangements, reporting, and regulatory requirements. Lead cross-functional stakeholders, manage dependencies and risks, provide critical-path updates, and drive process improvements through technology, AI, and automation. Support team development, strengthen controls, and ensure timely operational outcomes.

Supports investment professionals in delivering wealth management services to high-net-worth clients. Responsibilities include managing client requests, coordinating onboarding, preparing meeting materials, handling non-financial changes, executing transactions, coordinating cash settlements, and providing administrative support. The role requires strong client service, financial industry regulatory knowledge, analytical ability, organization, communication, and collaboration skills.

Manages and maintains investment strategy and firm profiles across external consultant databases. Reviews data for accuracy, conducts audits, analyzes screening activity and market trends, and identifies process improvements. Supports RFPs, DDQs, surveys, and consultant questionnaires by validating investment information. Maintains documentation, reporting, and tracking tools while helping standardize and automate database processes.