Manager, Investment Support and Administration
About The Position
The Kindred team is at the heart of our cooperative, bringing our values to life every day. In fact, they are woven into everything we do. More than financial professionals, we are trusted partners who care deeply about our members, and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities. We are currently recruiting a Manager, Investment Administration and Support to join our Investment Support team on a 16-month contract. Reporting to the Director, Wealth, you will lead a highly skilled team responsible for delivering centralized investment and estate administration services across Kindred. Your focus will be creating an engaged, high-performing team while leading process improvements, strengthening partnerships across the organization, and ensuring exceptional service for our members and internal teams. While familiarity with investment administration is an asset, your success in this role will be driven by your ability to lead people, navigate change, build relationships and continuously improve how work gets done.
Requirements
- Leadership experience in financial services, wealth management, banking, or a related operational environment.
- Experience leading teams through change, process improvements or operational initiatives.
- Experience within wealth management, investment administration or estate administration is ideal.
- Strong collaboration, communication and relationship-building skills.
- Demonstrated ability to coach, develop and engage employees.
Nice To Haves
- Familiarity with investment administration is an asset
- Experience in investment administration is certainly valuable
- Leaders who have successfully led operational or service teams, embraced change, and built strong partnerships across an organization
- Curious, adaptable, and enjoy learning
Responsibilities
- Lead, coach and develop a high-performing Investment Support team, creating an environment of trust, collaboration, continuous learning and exceptional service.
- Oversee the regular operations of the team, including but not limited to: Estate administration, centralized administration for registered and non-registered investments, Group RSP plans, Kindred Investment Shares, monthly and year-end tax reporting, and internal support
- Plan, prioritize and lead departmental initiatives relating to process improvement, digitization, development of workflows, and other initiatives
- Collaborate cross functionally to support ongoing operations and future growth, partnering to create joint solutions that serve the wider needs of Kindred.
Benefits
- Starting salary $74,500 - $93,000
- Performance based target incentives (8%), tied to individual, team and organizational results
- Employer paid group benefits plan with no waiting period
- 4 weeks of vacation and generous paid time off provisions
- Career growth opportunities, training & development support
- Comprehensive staff benefits on financial products & services
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
