Manager, Investment Support and Administration
Top Benefits
About the role
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.
Key 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.
What to bring
You're a collaborative leader who enjoys helping people succeed. You create an environment built on trust, accountability, and teamwork, and you thrive on improving processes and finding better ways of serving both members and team members.
You don't need to have every technical detail mastered on day one.. While experience in investment administration is certainly valuable, we're equally interested in leaders who have successfully led operational or service teams, embraced change, and built strong partnerships across an organization. If you're curious, adaptable, and enjoy learning, we'll support you in building the specialized investment knowledge needed to succeed.
Plus, you bring your qualifications and experience:
- 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.
Why Kindred
We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. For many roles, we offer flexible and remote options that we can discuss with you. And of course, your total rewards package includes competitive cash compensation plus an array of wellness benefits and financial products and services at preferred rates for employees.
Our comprehensive total rewards package includes:
- 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
When you choose Kindred to further your career, you’re joining an engaged workforce at a certified https://www.bcorporation.net/en-us/ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage [https://www.ontariolivingwage.ca/living_wage_by_region].
RSVP
Ready to choose Kindred? Visit us at www.kindredcu.com/careers [http://www.kindredcu.com/careers] to learn more about why people enjoy working with us. If this role sounds like a good fit, please apply.
At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. Kindred will acknowledge all applications received and advise all candidates when the position is filled.
As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.