Rob Mclean Email & Phone Number

Delta, Bc, Ca

Toronto, On, Ca

Vancouver, British Columbia, Ca

Toronto, Ontario, Ca

Responsible for the overall formulation, management, coordination and execution of strategic, operational and technology initiatives. Led a team of 100+.• As part of the digital strategy, championed and led the electronic workflow implementation. • Managed the development and implementation of the technology and operational capabilities which enabled the “white labelling” of online / self-directed brokerage. • Consistently achieved national top ranking for online brokerage platform by the Globe & Mail and Surviscor.

Toronto, Ontario, Ca

Identified, defined and implemented technology solutions that supported corporate and operational strategies. Managed the corporate project office. • Designed, led and managed ~50 enterprise-wide projects per year, maximizing operational efficiencies and optimizing customer service. • Managed redesign and implementation of the eDelivery strategy for retail client online platforms including eDelivery of client documents resulting in over a 30% reduction in distribution costs • Led the design, development and implementation of an interactive online mutual fund sales management tool for advisors.

Toronto, Ontario, Ca

Led enterprise projects and processes to maximize operational efficiencies and optimize customer service. • Created and implemented a Project Management Office (PMO) which improved process, visibility and control of project deliverables. • Implemented governance processes including an executive project review committee and project prioritization capability.

Toronto, Ontario, Ca

Responsible for the strategic vision and oversight of operations and administration of the mutual fund operations. Developed and implemented operational efficiencies and standardization of administration processes to align with strategic initiatives and daily business requirements.• Led team to implement process efficiencies and launch system improvements to streamline the operational processes for the transition of new asset growth.• Championed and led the business transformation of mutual fund operations. Managed data migrations of transfer agency and fund accounting systems impacting 5000+ clients.

Vancouver, Bc, Ca

Formulated vision and provided leadership for developing and implementing information technology initiatives. Directs the planning and implementation of enterprise IT systems in support of business operations in order to improve cost effectiveness, service quality and business development.• Directed development and implementation of Disaster Recovery Planning for the enterprise• Credential Direct online brokerage platform ranked #1 in industry by Surviscor Inc for 4 continuous years (2005 - 2008)

Vancouver, Bc, Ca

Evaluated, refined and implemented business processes and corporate efficiencies within and between all business units. Managed a team of quality assurance analysts, business analysts and project managers to deliver on annual IT projects.• Implemented project management methodology / systems and standards for enterprise project and resource monitoring

Vancouver, Bc, Ca

Responsible for the operation of the dealer back office including transactions, production and audit procedures, and maintenance of registered and non-registered accounts.• Managed $2+B assets under management.• Developed transition plan and implemented acquisition activities to support transfer of over $1B in mutual fund assets

Surrey, Bc, Ca

Arts, Political Science

Education record