Connor, Clark & Lunn Financial Group Ltd. Logo

Connor, Clark & Lunn Financial Group Ltd.

Manager, Constraints Governance & Process Engineering

Posted One Month Ago
Be an Early Applicant
Hybrid
Vancouver, BC, CAN
Senior level
Hybrid
Vancouver, BC, CAN
Senior level
Build and operationalize an investment constraints governance framework within Portfolio Compliance. Develop governance workflows, controls, process documentation, reporting, and automation solutions using Microsoft Power Platform, Power Automate, and Power BI. Partner with compliance, investment, legal, operations, and technology stakeholders to translate requirements into scalable processes, coordinate implementations and testing, improve efficiency, and support strategic operational risk initiatives.
The summary above was generated by AI
 
Connor, Clark & Lunn Financial Group ("CC&L FG") is looking for a Manager, Constraints Governance & Process Engineering to help build and scale a newly established capability within the Portfolio Compliance team. The successful candidate will play a key role in developing the firm's Constraints Governance Framework and improving the processes, controls, workflows, and technology that support the lifecycle of investment restrictions across the organization. Working closely with members of the team and business stakeholders, you will help design scalable governance processes and automation solutions that improve efficiency, consistency, and control.
What You Will Do:
  • Help build and operationalize the firm's Constraints Governance Framework, including the processes, controls, standards, and governance practices used to manage investment restrictions across their lifecycle.
  • Develop a strong understanding of the investment constraint lifecycle and act as a subject matter expert on its governance processes, workflows, and controls.
  • Partner with Portfolio Compliance, Front Office, Product, Legal, and Operations teams to translate investment constraint requirements into clear processes, controls, workflows, and operational requirements.
  • Establish and maintain governance workflows covering the intake, interpretation, approval, coding, testing, implementation, and ongoing review of investment constraints.
  • Identify inefficiencies, process gaps, and manual activities, and lead initiatives to simplify, standardize, and automate them.
  • Design and support the implementation of workflow and automation solutions using Power Automate and other technologies to improve operational efficiency and strengthen controls.
  • Gather business requirements, evaluate potential solutions, and work with technology teams to implement system and process enhancements.
  • Coordinate testing, implementation, and change management activities for new processes, technologies, and governance controls.
  • Design and implement reporting solutions using Power BI and the Microsoft Power Platform that provide visibility into key performance indicators, operational metrics, capacity management, and Constraints Governance activities, enabling data-driven decision making across the team.
  • Develop and maintain governance documentation, operating procedures, process maps, and supporting materials that promote consistency and scalability.
  • Support strategic initiatives across Portfolio Compliance and Operations Risk.
What You Bring:
  • 5+ years of experience within an asset management environment, including Investment Operations, Portfolio Compliance, Operational Risk, Compliance Technology, Business Analysis, Process Improvement, or a related discipline.
  • Strong understanding of process design, workflow management, operational controls, and governance practices.
  • Understanding of investment management processes and the lifecycle of investment restrictions, compliance monitoring, or related governance activities.
  • Demonstrated experience leading process improvement, technology implementation, automation, or business transformation initiatives.
  • Experience designing or implementing workflow, automation, process management, or technology solutions to improve business operations and controls.
  • A continuous improvement mindset with a track record of identifying inefficiencies, simplifying processes, and implementing sustainable solutions.
  • Strong analytical and problem-solving skills, with the ability to break down complex issues and develop practical recommendations.
  • Ability to translate business needs into requirements and work effectively with both business and technology stakeholders.
  • Excellent communication and relationship management skills, with the ability to influence outcomes and build consensus across diverse groups.
  • Strong organizational and project management skills, with the ability to manage multiple priorities and deliver results in a dynamic environment.
  • Lean Six Sigma, PMP, CBAP, CFA, risk, compliance, or related professional designations are considered assets.
  • Experience with Charles River, workflow technologies, Microsoft Power Platform, AI-enabled tools, or similar business technologies is considered an asset.
  • Experience developing reports, dashboards, and visualizations using Power BI or similar business intelligence tools, with the ability to translate business questions into meaningful management information

The salary range for this position is $110,000 to $160,000.  The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-RD1
 

What We Offer   
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

  • Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
  • Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
  • Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.


For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

HQ

Connor, Clark & Lunn Financial Group Ltd. Vancouver, British Columbia, CAN Office

Vancouver, Canada

Similar Jobs

3 Hours Ago
Remote or Hybrid
Vancouver, BC, CAN
Senior level
Senior level
Artificial Intelligence • Information Technology • Machine Learning • Natural Language Processing • Productivity • Software • Generative AI
Build Superhuman Mail’s AI platform, including MCP tools, agentic workflows, personalization, LLM evaluation systems, and model-selection infrastructure. Partner across teams to provide reusable AI capabilities, ship production LLM features, and improve modeling approaches, data collection, and quality measurement. The role combines backend engineering with applied AI and requires adapting quickly as the field evolves.
Top Skills: AnthropicAWSGoKubernetesLlmsMcpOpenaiPostgresPythonRedisTurbopufferTypescript
Yesterday
Hybrid
Vancouver, BC, CAN
Entry level
Entry level
Artificial Intelligence • Cloud • Internet of Things • Machine Learning • Analytics • Industrial
Manages construction and forestry equipment sales across a Vancouver territory by partnering with dealers, engaging customers, driving sales and margins, implementing strategic initiatives, coordinating training, and supporting regional events. The role requires construction or off-road equipment industry experience, strong relationship-building and communication skills, business acumen, proficiency with Microsoft Office, and travel up to 75% within the assigned territory.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Yesterday
Hybrid
Seymour Heights, North Vancouver, BC, CAN
Entry level
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Develop and operate scalable backend payment services using C#, .NET Core, and AWS. Modernize monolithic systems into microservices, resolve database scalability and legacy challenges, improve APIs, automate processes, and apply testing and continuous integration practices. Collaborate across teams, communicate with stakeholders, contribute to technical planning, and mentor colleagues. The role is hybrid and based onsite in Vancouver, with potential travel to New Zealand for onboarding.
Top Skills: .Net CoreAPIsAutomated TestingAWSC#Continuous IntegrationDevOpsDistributed SystemsGoJavaMicroservicesRelational Databases

What you need to know about the Vancouver Tech Scene

Raincouver, Vancity, The Big Smoke — Vancouver is known by many names, and in recent years, it has gained a reputation as a growing hub for both tech and sustainability. Renowned for its natural beauty, the city has become a magnet for professionals eager to create environmental solutions, and with an emphasis on clean technology, renewable energy and environmental innovation, it's attracted companies across various industries, all working toward a shared goal: advancing clean technology.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account