Own the reporting framework for outbound investor communications across physical mailings, digital broadcasts, and portal announcements

Establish release schedules and volume metrics to help Investor Support forecast inquiry volumes and maintain service quality

Oversee the lifecycle of investor touchpoints across paper forms, PDFs, smart/web forms, and investor self-serve portals

Ensure parity, compliance, and UI/UX consistency across channels

Lead audits of legacy physical and digital assets

Define and enforce naming conventions, taxonomy, and metadata for a single source of truth

Own master templates for shareholder communications, operational notices, and onboarding flows

Partner with Product and Technology to govern smart-form and portal logic, data fields, and text

Liaise between Investor Experience, Legal, Compliance, and Product/Digital teams

Drive consensus on content guardrails and resolve operational escalations

Embed compliance gates into publishing workflows and streamline Legal sign-off

Author and maintain operational playbooks for shareholder lifecycle events

Lead change management and train internal teams on operational standards

Requirements

6+ years in financial services operations, fund administration, client experience management, or digital content operations

Proven track record designing governance frameworks, process mapping, and managing cross-channel communications

Deep familiarity with enterprise Content Management Systems (CMS)

Experience with digital self-serve portals





Experience with smart form/workflow platforms such as ServiceNow, DocuSign, Formstack/Salesforce, or proprietary investor portals

Experience with document management tools

Strategic systems-thinking and ability to bring order to complex multi-channel ecosystems

Executive presence to set firm boundaries with internal stakeholders while maintaining cooperative relationships across operations, legal, and technology teams

French and English bilingualism is nice to have, not required

Must be authorized to work in the country where the position is located

Core Competencies
Demonstrates expertise in managing investor communications and operational standards across multiple channels, ensuring compliance and consistency. Proficient in governance frameworks and process mapping within financial services operations.

Highest-signal resume keywords

Governance Framework Design

Cross-Channel Communication Management

Content Management Systems (CMS)

Smart Form/Workflow Platforms

Document Management Tools

ATS Optimization Keywords
Hard Skills

Process Mapping

Operational Playbook Development

Lifecycle Management

Compliance Management

UI/UX Consistency

Soft Skills

Strategic Systems-Thinking

Executive Presence

Collaborative Relationship Management

Industry Keywords

Financial Services Operations

Fund Administration

Client Experience Management

Digital Content Operations

Investor Touchpoints

Tools & Technologies

ServiceNow

DocuSign

Formstack

Salesforce

Investor Portals

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📌 Investor Experience Specialist, Content and Governance (Ontario)
🏢 Jobtailor
📍 Ontario