Jobs at CI Financial

Build and productionize LLM-powered and agentic AI systems (RAG, fine-tuning, prompt engineering) and web app integrations. Lead design, set best practices, monitor and iterate on performance, mentor engineers, and partner with business and governance to deliver scalable, reusable AI solutions in cloud environments.

Support Trading and Operations by reviewing and approving trading/operational corrections, liaising with advisors and back office, tracking pro-statements, reporting, documenting process improvements, and resolving inquiries promptly.

Support Accounts Payable by processing high volumes of vendor invoices and payments, manage hard/soft dollar vendors, resolve vendor and partner issues, assist payment processing in Workday, review employee expenses in Concur, monitor AP mailboxes, and support related projects and reporting.

Lead digital experience strategy and delivery across web and mobile using Adobe Experience Cloud. Partner with cross-functional teams and agencies to translate requirements, manage projects and vendors, establish governance and accessibility standards, leverage analytics for personalization, and optimize customer journeys to drive lead generation and business growth.

The Manager will oversee the delivery of institutional RFPs, RFIs, and DDQs, optimize proposal processes using technology and AI, and collaborate across departments to ensure quality outcomes.

The Senior Project Manager leads complex, cross-functional projects in the Wealth portfolio, ensuring adherence to scope, schedule, and budget while managing risks and stakeholder engagement.

The Manager of Data Operations will lead a team to ensure the reliability and scalability of data platforms, enforce operational standards, and implement CI/CD practices. Responsibilities include monitoring data quality, incident management, and collaborating with various teams to enhance data operations.

The Director, Advisor Development will enhance CIGAM's reputation through educational programs for financial advisors, providing consulting support, creating content, and driving business growth. Responsibilities include research, workshop delivery, and strategic project management.

Lead strategy and execution of integrated digital marketing initiatives (email, web, social, webinars). Manage requests, ensure compliance and SEO, measure campaign performance, improve processes, collaborate cross-functionally, and mentor co-op students.

Support mutual fund trade desk by processing trade files, allocating trades, handling rejections and corrections, preparing LOIs, resolving client and trade inquiries, collaborating with internal teams, and performing ad-hoc projects to ensure accurate transaction handling and client service.

Lead strategic development and execution of integrated digital marketing initiatives across website, email, paid search and digital campaigns. Manage project intake, stakeholder alignment (including legal/compliance), content accuracy and SEO, optimize journeys with data and A/B testing, and coordinate vendors and internal business units to deliver digital marketing deliverables.

Support fund operations including money moves, trade corrections, price reconciliation, audits, regulatory filings, and dealer relationships. Assist IFM and UMA platform development, liaise with third-party service providers, and produce reporting to internal teams.

Manage daily website operations and publish content across landing pages, microsites, and campaigns while ensuring brand, accessibility (WCAG 2.1), and SEO standards. Use analytics (Google/Adobe Analytics) and A/B testing to optimize performance and conversions, collaborate with cross-functional teams on personalization and digital initiatives, document publishing workflows, and pilot new web experiences.

As an AI/ML DevOps Engineer, you will operationalize AI solutions, build CI/CD pipelines, and ensure production system reliability. Collaborate with data scientists and engineers to deliver AI capabilities and maintain strong operational practices.

As a Business Systems Analyst II, you will gather requirements, document processes, engage stakeholders, support testing, and ensure high-quality implementations for financial products in a collaborative environment.

The Manager will oversee the Private Client Administration team, ensuring quality service, staff management, compliance with policies, and process improvements in financial services.

Design and optimize scalable data pipelines, develop reusable frameworks, troubleshoot production issues, and enforce data engineering standards while collaborating with stakeholders.

The Internal Auditor executes audits, assesses internal controls, and provides consultative support for improvements, enhancing compliance and efficiency.

The Data Steward ensures data governance and quality by managing metadata, supporting data quality initiatives, and collaborating with stakeholders to document data lineage and manage access controls.

The Data Operations Specialist will manage data operations, ensuring quality data services and compliance, while optimizing data workflows and conducting audits.