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Manager, Client Operations

Full Time | Toronto

Responsibilities

  • Team Management: Leads the day-to-day activities of the Client Operations team, ensuring timely and accurate client reporting and data management.
  • Process Optimization: Identifies and implements opportunities to automate workflows, streamline reconciliations, and improve overall operational efficiency.
  • Data Oversight: Maintains data integrity across systems and supports ongoing data clean-up and refinement efforts in Salesforce.
  • Reporting Development: Supports the evolution of custom client reporting, including data mapping, formatting, and integration post-transition to the IFDS transfer agency.
  • Stakeholder Collaboration: Coordinates with Client Relations, Investment Accounting, and Client & Product Solutions to ensure timely and accurate delivery of client data and reports.

Critical Competencies

  • Communication – Demonstrates clear, professional communication with the ability to convey technical concepts to a variety of internal stakeholders and external vendors.
  • Technical Knowledge – Brings strong familiarity with data management tools and platforms, including Excel, CRM systems, and reporting tools.
  • Analytical Mindset – Applies structured thinking to solve operational problems and propose improvements.
  • Attention to Detail – Maintains a high level of accuracy in all deliverables, with a strong commitment to operational excellence.
  • Teamwork – Builds a collaborative and supportive team environment, fostering strong internal relationships and a culture of accountability. 

Requirements

  • Minimum of eight (8) to ten (10) years of experience in operations within a fund administrator, investment manager, or dealer back office.
  • Minimum of five (5) years of experience managing third-party service providers.
  • Previous experience working with Salesforce or a comparable CRM platform.
  • Knowledge of regulatory reporting (e.g., NI 45-106), annual tax reporting, and financial statements.
  • Proficiency in Microsoft Excel is required.
  • CSC or CFA Level I is considered an asset.
  • Bilingual (English/French) is considered an asset.

Additional Information:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 
  • Homewood Health Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
  • Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program 
  • Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and $18 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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