Manager, Productivity and Efficiency

The Manager, Productivity and Efficiency supports the COO group within Technology and Operations, with a primary focus on transformation and operations of productivity and efficiency measurement.

The Productivity & Efficiency function is a core pillar of the COO group, driving forward strategic initiatives across process automation, digital workplace collaboration, data analytics, and workforce optimization.

Responsibilities:

• Delivery Tracking & Accountability:
• Track and monitor all COO deliverables, projects, and commitments against timelines and quality standards
• Maintain clarity on priorities, deadlines, and dependencies across the team
• Consolidate and report on delivery status; flag delays, risks, or blockers immediately
• Support team members in meeting commitments through tracking, coordination, and follow-up

• Productivity & Efficiency Measurement:
• Support measurement methodology development and governance for productivity initiatives, including AI-enabled solutions
• Define key performance indicators (KPIs) and measurement frameworks to quantify productivity gains and efficiency improvements
• Partner with stakeholders to establish baseline metrics and track ongoing performance of new tools, processes, and AI implementations
• Support ROI analysis and benefit realization reporting to demonstrate value delivery and justify continued investment

• Data Coordination & Systems Interface:
• Serve as the primary liaison between the COO team and the data team
• Define and communicate COO team data requirements (sources, frequency, format, quality standards)
• Monitor data delivery timelines and quality; escalate delays or issues to data team leadership
• Troubleshoot integration breaks and coordinate resolution with the data team
• Maintain documentation of data dependencies and refresh cycles for team reference
• Escalate systemic data issues when solutions require investment or reprioritization

• Performance Reporting & Visibility:
• Create dashboards and reports that show whether the team and initiatives are on track
• Monitor key metrics (productivity targets, project timelines, benefit realization, risk remediation status)
• Compile weekly/monthly performance summaries for leadership review
• Support data analysis for performance insight and decision-making

• Process Management & Continuity:
• Document standard operating procedures for all recurring COO processes
• Maintain stakeholder lists, contact protocols, and communication preferences
• Create checklists and runbooks for complex or cyclical activities
• Identify opportunities to automate or simplify repetitive administrative work
• Ensure operational continuity through documentation and cross-training

• Team Operations & Administrative Support:
• Organize and maintain master calendars, meeting schedules, and stakeholder communication cadences
• Manage administrative functions: scheduling, correspondence, document preparation, expense tracking
• Coordinate handoffs and dependencies between team members
• Provide backup support during team absences to maintain continuity

Requirements:

• 2+ years of professional experience in one or more of the following areas: finance, accounting, reporting, transformation, or operations
• Demonstrated experience with performance measurement, KPI development, or business metrics reporting
• Strong organizational and time management skills
• Ability to translate team needs into clear requirements for data and system partners
• Detail orientation and follow-through
• Clear communication and proactive escalation
• Ability to learn multiple functional areas quickly
• Systems thinking and problem-solving
• Flexibility and ability to prioritize in a dynamic environment

Nice-to-Have:

• CPA (Chartered Professional Accountant)
• PMP (Project Management Professional) or equivalent project governance certification
• Experience with productivity measurement frameworks or AI/automation impact assessment
• Familiarity with RPA, analytics tools, or enterprise reporting platforms

What we offer:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• A world-class training program in financial services.
• Flexible work/life balance options.