The Client Transitions Manager is responsible for overseeing institutional client transitions across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub Fund, and Sub‑Advised accounts. Acting as the primary contact for internal and external stakeholders, the role ensures smooth transitions, account restructuring, and ongoing enhancements.
Locations (2)
Toronto, Ontario, Canada
Mississauga, Ontario, Canada
Compensation
Base Salary and discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $127,000 to $164,000 based on experience and qualifications
Responsibilities
Lead and manage institutional client onboarding, transitions, mandate implementations, and asset funding events across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub-Advised, and other institutional mandates.
Serve as the primary point of contact for clients and stakeholders throughout the transition lifecycle, ensuring a seamless and coordinated onboarding experience.
Develop, maintain, and execute comprehensive internal and client-facing project plans, including timelines, milestones, risk assessments, and communication plans.
Coordinate account setup, investment structures, and operational readiness across Legal, Compliance, Fund Treasury, Fund Accounting, Finance, Client Service, Investment Management, Product, and other business partners.
Facilitate transition meetings, lead discussions, track action items, and drive issue resolution to ensure key deliverables are completed on time.
Requirements
Bachelor's degree in Business, Finance, Economics, or a related discipline
Nice to have: Institutional account restructurings
Oversee new client onboarding and KYC/CDD activities supporting UK, EMEA and UAE regulated entities, ensuring compliance with applicable AML/CTF requirements.
Responsibilities
Manage the end-to-end KYC/CDD process for new account openings across UK, EMEA and UAE entities
Manage, coach and develop KYC analysts and team leads
Oversee customer identification and verification, beneficial ownership and control assessments, corporate structures, authorized persons and applicable risk assessments
Provide oversight and decision-making for complex and higher-risk onboarding cases
Provide subject-matter expertise for institutional and corporate clients
