Head of Business Operations, Private Wealth (Canada) (Montreal)

Head of Business Operations, Private Wealth (Canada) (Montreal)

04 Sep
|
TAL Life
|
Montreal

04 Sep

TAL Life

Montreal

Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel. The Head of Business Operations, Private Wealth (Canada) will report directly to the Senior Vice President, Global Head of Operations and play a critical role in driving operational excellence across the Private Wealth business in Canada.

This dedicated leadership role is designed to enable the Head of Private Wealth Canada to focus on accelerating growth, while ensuring the business operates with maximum efficiency, scalability, and alignment to Fiera’s strategic priorities. The ideal candidate will bring deep expertise in the Private Wealth space, with a strong understanding of its unique opportunities and challenges. As a trusted partner, this leader will champion operational initiatives that support secure, consistent, and high-performing business operations—ultimately contributing to the long-term success and growth of the Private Wealth platform.

Drive projects from inception to completion, aligning deliverables with Private Wealth strategic objectives. Serve as the key liaison between the Head of Private Wealth’s team and other key internal stakeholders - including Global Operations, Technology, Trading, and Compliance, ensuring operational alignment and seamless execution. Support pricing, profitability analysis, and business case development.

Business

Administration &

• Regulatory Compliance Manage and assume the business ownership role, while ensuring appropriate governance structures are in place, for key vendor and custodian relationships. Oversee core administrative functions including regulatory governance (e.g. KYC, IPS) and approval flows (e.g.



cash withdrawals, billing setup, etc.). Ensure operational processes meet compliance standards and support risk mitigation across all client and business activities. In close collaboration with the Private Wealth team, oversee all back-end client processes, including onboarding, portal access management, and the timely and accurate delivery of client statements. Act as Private Wealth’s representative on various committees, including the Trade Error &

• Transaction Management &

• Oversight Committees. Systems &

• Platforms Oversight Lead the governance and optimization of systems and platforms supporting the Private Wealth business. Ensure data integrity, accuracy, and consistency across all platforms, enabling reliable reporting and decision-making. Collaborate with technology teams to assess system performance, identify gaps, and implement enhancements aligned with Private Wealth business needs. Bachelor’s degree in Finance, Commerce, Business, or a related field

• CFA, CAIA, FRM, CIPM) preferred 15+ years of operations and business support experience in a private wealth and/or asset management setting, with 10+ years of management experience Strong understanding of Canadian wealth management and institutional investment operating models Proven leadership in business operations, strategy execution, or transformation roles Strong financial acumen,



including budgeting and cost governance Experience with acquisitions and investment team lift-outs Experience leading cross-functional projects and initiatives Excellent communication and presentation skills, with the ability to explain complex concepts clearly to all levels of stakeholders Ability to work collaboratively in a global, cross-functional environment Adaptable to a dynamic and quick-paced environment High level of integrity and professionalism Strategic thinking with hands on execution capability Bilingual (English/French) is a strong asset in the Canadian market Our workplace model includes 4 days a week in the office, Monday through Thursday. #Wellness Account to support your physical, mental, and financial well-being.

Employee Share Purchase

Plan (ESPP) with employer matching to help you build long-term financial value. Performance-Based Rewards through competitive bonus and commission opportunities.

Summer Schedule

Program offering additional flexibility, including reduced Friday hours during the summer month For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients. All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs.

Accommodations are available upon request throughout the recruitment process. With approximately CAD $160.2 billion in assets under management as of March 31, 2026, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia.

We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable prosperity for clients.

📌 Head of Business Operations, Private Wealth (Canada) (Montreal)
🏢 TAL Life
📍 Montreal

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