Senior Manager Investment Process ( Virtual Connect)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager Investment Process (Virtual Connect) in Canada.

This role sits at the heart of end-to-end retail investment process design and governance within a digitally enabled advisory environment. You will own how investment processes are structured, executed, measured, and continuously improved across Virtual Connect channels, ensuring alignment with regulatory, risk, and client experience expectations. Acting as a senior process authority, you will influence decisions that shape operational performance and transformation priorities across the business. The position combines strategic oversight with hands-on process optimization, requiring strong analytical thinking and stakeholder leadership. You will collaborate closely with senior leaders, risk, compliance, and operations teams to translate insights into actionable improvements. This is a high-impact role for someone who thrives in complex environments and wants to directly shape scalable, compliant, and efficient investment operations.

Accountabilities:

In this role, you will own the design, governance, and continuous improvement of end-to-end retail investment processes, ensuring they are efficient, compliant, and aligned with strategic priorities. You will act as the primary process authority across Virtual Connect, driving consistency, transparency, and performance excellence. Responsibilities include:

• Owning end-to-end process design, governance frameworks, and operational standards for retail investment workflows
• Ensuring all processes comply with regulatory, risk, and internal control requirements
• Defining and monitoring KPIs, performance dashboards, and reporting frameworks to support data-driven decisions
• Identifying and leading process optimization initiatives, including automation, simplification, and efficiency improvements
• Translating performance insights and frontline feedback into actionable recommendations for senior leadership
• Maintaining accurate, standardized process documentation including SOPs, controls, and process maps
• Partnering with business, compliance, risk, and technology stakeholders to ensure aligned execution and change adoption
• Leading governance forums, performance reviews, and continuous improvement discussions

Requirements:

This position requires extensive experience in process management, operations, or transformation within complex financial or regulated environments. The ideal candidate combines strong analytical ability with leadership influence and deep understanding of investment or advisory processes. Key qualifications include:

• 7+ years of experience in process management, operations, or business transformation roles
• Strong expertise in process design, optimization, governance, and regulatory frameworks
• Experience working with retail investment or advisory processes is strongly preferred
• Advanced ability in data-driven decision-making, KPI design, and performance analysis
• Strong stakeholder management skills with the ability to influence senior leadership
• Excellent communication skills, both written and verbal, with the ability to present insights clearly
• Ability to manage ambiguity, complexity, and competing priorities in enterprise environments
• Strong collaboration mindset across cross-functional teams including risk, compliance, and operations

Benefits:

• Competitive salary range ($86,000 – $160,000 CAD) with performance-based incentives
• Bonus and discretionary compensation opportunities depending on role type
• Comprehensive health, dental, and life insurance coverage
• Retirement savings plans and financial wellbeing programs
• Tuition reimbursement and continuous learning support
• Inclusive, flexible work environment with hybrid or remote arrangements depending on eligibility
• Access to career development, coaching, and internal mobility opportunities
• Employee support programs focused on wellbeing and personal development.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1