Top Tech Jobs & Startup Jobs in Montreal

Oversee private equity fund portfolio accounting, NAV oversight, reconciliations, reporting, data migration testing, and administrator coordination. The role ensures reporting accuracy, supports internal finance and investment teams, maintains strong controls, and contributes to technology projects and new initiatives. The accountant will also monitor testing progress, risks, mitigation strategies, and the quality of investor reporting.

Manage end-to-end advisor onboarding and transitions, including contracting, licensing validation, carrier appointments, code transfers, system setup, and compliance documentation. Coordinate with advisors, carriers, compliance, field leadership, technology, and operations teams to ensure timely activation and accurate records. Provide advisor support, track transition progress, resolve issues, and maintain service standards while monitoring licensing deficiencies and regulatory requirements.

Leads enterprise data risk oversight by designing frameworks, standards, methodologies, metrics, and reporting tools. Provides independent challenge of data, AI, privacy, governance, quality, lineage, access, third-party, and ethical risks across the organization. Aggregates systemic exposures, oversees significant issues, supports governance committees and Board reporting, and ensures alignment with OSFI guidance and privacy laws. The role influences senior stakeholders, coordinates with AI and technology risk teams, and does not own first-line controls or remediation.

Prepare and review private markets fund administration deliverables, NAV and valuation processes, financial statements, reconciliations, cash flow projections, audit support, and acquisition accounting. Identify process improvements, resolve discrepancies, oversee accounting activities, and collaborate with internal and external teams.

Leads strategic sales capability and learning initiatives by conducting needs analysis, designing and facilitating learning experiences, consulting with stakeholders, and measuring business impact. The role aligns sales, marketing, and learning strategies; explores AI-enabled tools and emerging practices; manages complex design projects; supports behavior change and career pathways; and develops scalable solutions to improve sales performance and customer outcomes.

Manage a regional sales territory, partner with external wholesalers, engage insurance advisors, support case consultations and product training, identify sales opportunities, and execute business cycles using data, analytics, and Salesforce. The role focuses on growing individual life and living benefits insurance sales and offers training for advancement to an external wholesaler position.

Provides day-to-day account service for group retirement plan clients, serving as the primary contact for complex cases, operational errors, reconciliation requests, and service issues. Coordinates cross-functional resources, communicates with plan sponsors and internal partners, investigates problems, develops solutions, identifies process improvements, and manages client expectations. The role requires strong customer service, retirement-plan systems knowledge, financial reconciliation skills, communication abilities, and proficiency with Microsoft Office tools.

Prepare and process AIR, financial statement, regulatory, and client reports for registered pension plans and group savings programs. Validate reporting data, identify control weaknesses, ensure compliance with legislation and service standards, and provide guidance to sponsors, auditors, actuaries, regulators, and internal partners. Coordinate workflows, support continuous improvement, and communicate complex financial and reporting concepts clearly in English and French.

Leads product finance for wealth and asset management, including product P&L ownership, forecasting, pricing, profitability, launches, rationalization, capital deployment, and strategic business cases. Partners with Product, Distribution, Marketing, Investments, Operations, Risk, Legal, Tax, and senior leadership to translate complex economics into recommendations. Oversees executive reporting, governance, performance improvement, cross-functional initiatives, and finance team development.

Leads U.S. NAIC and tax valuation activities, including tax reserve deliverables, financial analysis, regulatory submissions, Asset Adequacy Testing, Actuarial Opinion Memoranda, and actuarial filings. Provides guidance on complex valuation and accounting matters, responds to regulatory and IRS inquiries, presents results to senior management, supports governance, and partners with AI teams to modernize valuation processes.