Join Equitable as the Director of Client and Operations Management in Waterloo, ON. This hybrid role focuses on enhancing client operations and overseeing wealth management processes. You will lead the operational strategies of individual wealth functions at Equitable, driving improvements in service delivery and efficiency.

With a focus on performance management and active coaching, your leadership will empower managers while reinforcing compliance and risk governance. Ideal candidates will showcase a commitment to operational excellence and client satisfaction. Key Responsibilities:

- Direct client-focused operational functions and processes
- Foster improved operational workflows and service standards
- Handle resource allocation and priority management




- Mentor team leaders on performance and development
- Monitor compliance and key operational performance metrics

Requirements:

- Extensive experience managing operations in regulated environments
- In-depth knowledge of service delivery and operational controls
- Proven track record of success in talent and risk management
- Solid analytical skills to drive strategic improvements
- Excellent interpersonal skills for building organizational partnerships

Shape the future of client experience and operational efficiency at Equitable.

📌 Director of Client and Operations Management (Ontario)
🏢 Equitable
📍 Ontario