Senior Manager, Wealth Management Tax Operations POST NUMBER: 309599
Our client is sourcing for a Senior Manager, Wealth Management Tax Operations for a 6-month contract opportunity
This primary purpose of this position is to lead and manage a department with time sensitive, complex and/or highly specialized processes to ensure overall performance meets or exceeds the established industry and company standards for service, innovation and professionalism. Incumbent will provide work direction to Managers and more experienced individual contributors. In addition, this role provides enhanced customer service, process improvements, and complex problem solving within the department. Incumbent must understand regulatory and organizational risks associated with work processes, how work is processed from beginning to end, and dependencies on other areas and departments. Incumbent participates in Operations, firm, and/or industry initiatives providing process design, expert product knowledge, technical expertise, and problem solving unique to one or more specialty areas. Incumbent will analyze and resolve escalated issues independently with minimal supervision; seeking assistance from Director as appropriate. This position contains increased elements of risk which are managed through operational reviews and system checks.
RESPONSIBILITIES:
· Lead & Manage Operations – Ensure department performance meets standards, align with company values, and serve as decision-maker
· Maintain Compliance & Efficiency – Monitor regulations and industry trends, oversee controls, design improved processes, and manage budget and metrics
· Build Stakeholder Relationships – Engage clients, internal teams, and vendors; solicit feedback and gain support
· Develop & Coach Team – Provide training, coaching, and performance management; foster teamwork and succession planning
· Drive Performance – Set clear goals, manage compensation, reinforce COMPANY behaviors, and support career development
· Lead Change & Initiatives – Champion organizational and cross-functional projects; support employees through transitions
REQUIREMENTS
· 5 years prior securities, banking, technology industry and/or job specific related experience
· Canadian Securities license (recommended)
· 5 years demonstrated and sound experience leading and managing a team
· Leadership & People Skills – Ability to build, direct, and develop high-performing teams; attract and retain talent
· Business Acumen – Advanced knowledge of business lines, strategy, and technology; strong analytical and problem-solving skills
· Change Management – Proven ability to lead change, manage shifting priorities, and thrive in complex, fast-paced environments
· Industry Expertise – Securities/Financial Services regulatory and audit experience; knowledge of brokerage operations and vendor management
Pay Rate
$60.00 / Hour
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.
How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #309599.
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.
This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.