Lead for Investment Advisory Services
R
Recrute Action
📍 montreal, qc, Canada
Job Description
Join us as the Investment Advisor Services Team Lead in Montréal, where you’ll enhance advisor experiences and lead a high-performing team in a hybrid work environment. This strategic leadership role focuses on KPI optimization and effective service delivery.
Operating within a transformation context, you will transition from a transactional focus to a more strategic, service-oriented leadership position. Your responsibilities will involve managing frontline performance and ensuring collaboration with the Middle Office to achieve operational excellence during change.
Key Responsibilities:
• Meet accessibility targets while respecting SLAs
• Adjust resources based on real-time performance metrics
• Implement improvements based on KPI analysis
• Offer coaching to maintain quality across services
• Serve as the escalation point for complex inquiries
Requirements:
• Relevant education in administration or finance
Operating within a transformation context, you will transition from a transactional focus to a more strategic, service-oriented leadership position. Your responsibilities will involve managing frontline performance and ensuring collaboration with the Middle Office to achieve operational excellence during change.
Key Responsibilities:
• Meet accessibility targets while respecting SLAs
• Adjust resources based on real-time performance metrics
• Implement improvements based on KPI analysis
• Offer coaching to maintain quality across services
• Serve as the escalation point for complex inquiries
Requirements:
• Relevant education in administration or finance