Team Lead, Account Lifecycle

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Team Lead, Account Lifecycle based in Canada.

This role offers the opportunity to lead a high-performing operations team within a fast-growing financial technology environment. You will guide team members, improve operational processes, and help deliver exceptional client experiences through thoughtful account lifecycle management. The position combines people leadership, data-driven decision-making, and continuous improvement initiatives. You will work closely with cross-functional teams to solve complex challenges, optimize workflows, and support scalable operations. As a team leader, you will have a direct impact on performance, employee development, and the quality of financial services delivered to clients. This is an ideal opportunity for an operations professional who enjoys coaching teams, analyzing problems, and driving meaningful improvements.

Accountabilities:: The Team Lead, Account Lifecycle will oversee daily operations, support team development, and drive improvements that enhance efficiency, compliance, and client satisfaction. This role requires strong leadership capabilities, operational expertise, and the ability to use data and insights to influence decisions.

Lead, coach, and develop a team of Operations Associates and Senior Associates by setting clear expectations, providing feedback, and supporting career growth.

Establish performance standards and monitor team results to ensure service-level agreements and operational goals are consistently achieved.

Support team members in moving beyond transactional work by involving them in strategic initiatives and cross-functional projects.

Conduct performance reviews, create individual development plans, and provide ongoing guidance to improve team effectiveness.

Monitor operational metrics, identify performance gaps, and perform root cause analysis to develop scalable solutions.

Maintain hands-on knowledge of account lifecycle processes and workflows to effectively support escalations and resolve complex client issues.

Collaborate with internal stakeholders to drive alignment, improve processes, and ensure operational priorities are achieved.

Use SQL and data visualization tools to build dashboards, track performance trends, and enable data-informed decision-making.

Identify opportunities for automation, process optimization, and workflow improvements.

Update procedures and processes regularly to reflect operational enhancements and evolving regulatory requirements.

Requirements:

The ideal candidate is an experienced operations professional with strong leadership skills, analytical thinking, and a passion for improving processes. You should be comfortable managing teams, working with data, and collaborating across departments in a regulated financial environment.

2–3+ years of operations experience, with at least 1 year of experience leading a team.

Proven track record of achieving measurable results and improving operational performance.

Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business, or a related field.

Strong coaching and people management skills, with the ability to provide effective feedback and motivate teams.

Excellent communication skills, with the ability to translate business strategies into clear team objectives.

Strong problem-solving abilities with experience conducting root cause analysis and implementing long-term solutions.

Ability to manage multiple priorities, own initiatives end-to-end, and drive projects forward.

Data-driven mindset with experience using metrics and insights to improve team performance.

Strong stakeholder management skills and ability to collaborate with teams across an organization.

Attention to detail and commitment to operational excellence.

Nice-to-have:

In-depth knowledge of the banking, financial services, or investment industry.

Familiarity with financial regulations and compliance requirements, including industry regulatory bodies and standards.

Experience working with regulated financial products or operational processes.

Experience creating automation solutions and improving workflows through technology.

Benefits:

Competitive compensation package with opportunities for equity participation.

Comprehensive health benefits and life insurance coverage.

Employer-supported long-term savings programs.

20 vacation days, wellness days, and unlimited sick and mental health days.

Flexible remote work environment with the ability to work outside Canada for up to 90 days per year.

Opportunities to participate in employee resource groups and community initiatives.

Collaborative environment with talented teams across North America.

Opportunities for professional growth, learning, and career development.

Exposure to innovative technology, automation, and evolving financial products.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1