Investments Team Leader at PPI
iA Financial Group • toronto, Canada
Role Description
Lead PPI’s Investments Team in Eastern Canada, focusing on performance and advisor service in a hybrid workplace. This critical role balances management responsibilities with direct involvement in daily tasks to ensure excellence.
As the Investments Team Leader, you will ensure that your team meets service expectations while providing mentorship and guidance. Your strategic oversight will facilitate timely segregated fund trade processing, while also managing workflow and staff performance. Engage with management to drive team objectives and foster a collaborative atmosphere.
Key Responsibilities:
• Direct supervision of Investments Team ensuring compliance
• Conduct performance assessments and set clear standards
• Coordinate staffing and manage team absences effectively
• Collaborate on recruitment and staff development planning
• Provide ongoing support and coaching to team members
Requirements:
• A minimum of 5-7 years in the investment industry
• Expe...
As the Investments Team Leader, you will ensure that your team meets service expectations while providing mentorship and guidance. Your strategic oversight will facilitate timely segregated fund trade processing, while also managing workflow and staff performance. Engage with management to drive team objectives and foster a collaborative atmosphere.
Key Responsibilities:
• Direct supervision of Investments Team ensuring compliance
• Conduct performance assessments and set clear standards
• Coordinate staffing and manage team absences effectively
• Collaborate on recruitment and staff development planning
• Provide ongoing support and coaching to team members
Requirements:
• A minimum of 5-7 years in the investment industry
• Expe...