Permanent

Department: FSD Client Management (520)

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Number of Positions: 1

Who We Are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion.

IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C; Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS).

We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview The Business Initiatives &

- Planning Manager will perform all Fund Level AML work for new fund launches or changes to Fund level structures; project manage various projects this may include transitioning a newly onboarded client into day-to- day service delivery within the Account Management team; manage the Change Management process for all changes impacting the Account Management operating model or processes; maintain the Account Management Sharepoint site and all knowledge documentation and support the ongoing governance reporting for management.

This is a multi faceted role which requires an operational background coupled with a business analysis and project management skill set to ultimately deliver a superior level of service to the team and our clients. The incumbent will work closely in collaboration with the Business Development &
- Relationship Management team, Account Management team, Business Operations, Business Solutions &
- Change Management and Compliance.

Role Responsibilities

Fund AML due diligence

- Create the KYC/AML record in the system sourcing information from internal and external sources by the agreed deadline.
- Proactively interact with the Business Solutions and Change Management Team, Onboarding, Account
- Management, Compliance and State Street to update the system with information through the AML onboarding lifecycle through to approval of KYC/AML record
- Perform due diligence on client and account documentation and information through internal and external sources (Regulatory websites, Company website, Clarient, etc.)
- Review and validate the information within the system to ensure completeness and accuracy.
- Responsible for ensuring KYC/AML record is completed in compliance with corporate AML policies,



business unit standard operating procedures and industry best practice to meet IFDS regulatory requirements.
- Maintain client and account KYC/AML record; perform periodic review, event driven reviews, monitoring and analysis as required.
- Reconcile records between vendor and IFDS, escalate discrepancies and missing information as required.
- Meet agreed targets for KYC/AML record review and completion within agreed timeframes working with the
- Account Management team and escalating risks/ issues as required.

Project Management
- Support the Account Management team in coordinating the organization of project activities (e.g. client initiatives; yearend tax project; new client onboarding transitions into day-to-day delivery support)
- Transition newly onboarded clients into the Account Management team by project managing any remaining/ unresolved issues following initial onboarding or conversion.
- Work closely with Business Operations and the Business Readiness Project Manager on collaborative initiatives / client onboardings.
- Successfully manage a number of projects simultaneously
- Act as a liaison between the Account Manager, IT and business
- Coordinate all aspects of project delivery including defining project scope, specifying deliverables, estimating project duration, effort and creating detailed project plans.
- Ensure project success by driving day-to-day account management through the application of sound project management principles and methodologies
- Maintain a detailed status, activities and issues reports on each project to support the Account Manager in presenting to stakeholders as required.

Documentation &
- Reporting

- Creation, maintenance and governance of the client monthly service reports
- Creation, maintenance and delivery of key Service Now monthly and quarterly Dashboard reports for Account
- Management governance which includes ongoing enhancements and optimization of existing reports while collaborating with internal stakeholders and technical teams
- Maintenance and delivery of the Account Management Business Contingency Plan and Contact List
- Ensure day-to-day administration of the Account Management SharePoint ROCK site –
- Content Library, Account management, content updates, automated reporting, and system troubleshooting
- Maintain various Product Guides; playbooks; task lists for Account Management on SharePoint ROCK site (obtaining information from internal stakeholders)
- Ensure documentation and reports meet Account Management expectations while presented in a clear, concise manner based on audience
- Promote and encourage team participation and usage of the Account Management SharePoint ROCK site by facilitating the maintenance and development of the Account Management team site.
- Work, collaborate and communicate effectively with senior management and stakeholders as required.

Change Management

- Manage the Account Management Change Management process and Committee.
- Build Change Management tracking mechanism on the Account Management SharePoint ROCK site.




- Track life cycle of changes impacting the operating model of the Account Management team.
- Facilitates and leads various internal meetings (virtually and / or in person) as it relates to the change and may participate in all key reoccurring meetings until completion.

Minimum Qualifications

- Solid technical knowledge of SharePoint administration.
- Knowledge of financial mutual fund record keeping systems and Transfer Agency Operations
- Project management and analytical skills, with strong attention to detail and flexibility to handle multiple projects and changing priorities.
- Exhibit excellent organizational and prioritization skills
- Experience working with IFDS tools and stakeholders (understands the full picture)
- Demonstrated proficiency in communicating business solutions with clients & internal stakeholders.
- Strong Change Management capability (ADKAR)
- Highly analytical with a high degree of attention to detail
- High level of competency with MS suite, including but not limited to, Excel, Visio, Word, PowerPoint.
- Robust research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems.
- Ability to work in a fast paced, multi client environment using effective organization and prioritization skills.
- Ability to compose presentations and deliver to internal/external stakeholders.
- Ability to engage internal stakeholders across several different functional areas.
- Ability to manage indirect reports in a virtual team setting.
- High degree of personal resourcefulness and sense of commitment
- Positive vibrant attitude; enthusiastic and proactive approach with meticulous attention to detail
- Post-secondary education
- Minimum 7 years plus experience in the financial service industry in a client facing, service delivery or
- Operational capacity.

AODA Statement IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 92,000 - 117,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides

- Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package

- Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
- Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
- Inclusive Culture: Our inclusive work environment supports equity and values diversity
- Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
- Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs

Section: Client Experience Operations

📌 Business Initiatives & Planning Manager (Toronto)
🏢 International Financial Data Services (IFDS)
📍 Toronto