Jobs at CI Financial

Lead governance, risk, vendor oversight, and operational effectiveness of Transfer Agency technology. Oversee vendor relationships, regulatory compliance, audits, data governance, conversions and integrations for acquisitions, and deliver technology strategy, controls, and executive reporting to support Transfer Agency operations.

Manage daily website operations and CMS publishing to ensure accurate, accessible content. Drive SEO, analytics, A/B testing, and performance optimization. Partner with cross-functional teams to support campaigns, personalization, and digital transformation while documenting workflows and piloting new digital experiences.

Support fundamental equity research across financial institutions by building and maintaining financial models, analyzing earnings and management commentary, producing research and investment recommendations, monitoring company developments, meeting with management, and identifying investment opportunities. Drive research efficiency by identifying process improvements and implementing data tools, automation, and AI-enabled workflows in partnership with technology and data teams.

Manage daily website operations and CMS publishing to ensure accurate, accessible, on-brand content. Use analytics and A/B testing to optimize UX and conversions, implement SEO and technical improvements, support personalization initiatives, and document publishing standards while collaborating with cross-functional teams to drive digital transformation.

Coordinate and support integrated digital marketing campaigns across paid media, social, email, and websites. Manage incoming requests, collaborate with internal teams and external agencies on creative assets, ensure brand and quality standards, assist website content updates and SEO, coordinate with legal/compliance, and organize marketing assets and documentation for version control and timely delivery.

The Data Analyst will analyze large datasets, collaborate with stakeholders, develop data processes, and support data-driven decision-making to improve business efficiency.

Lead digital experience strategy and execution by partnering with agencies and cross-functional teams to design, develop, and optimize web platforms. Drive lead generation, UX, analytics, accessibility, SEO, and platform governance while translating business needs to technical teams and delivering projects on time.

Work with CI Wealth and Assante advisors to identify client insurance needs, develop and present tailored recommendations, manage the full sales lifecycle from discovery to policy delivery, support advisor relationships and holistic planning, coordinate underwriting and carrier interactions, maintain pipeline and records, and escalate complex planning matters to specialists.

Lead analysis of advisor, client, portfolio, sales, and operational data to produce actionable business intelligence. Build dashboards, scorecards, and executive reporting; conduct deep-dive analyses to identify trends, risks, and growth opportunities; partner with Sales, Operations, Technology, and leadership to translate requirements into scalable reporting and insights; support data governance and platform evolution to improve data quality and self-service BI adoption.

Lead investment risk management across equity, fixed income, alternatives and multi-asset strategies. Deploy and interpret risk models (VaR, stress tests, scenario analysis), monitor exposures and limits, provide risk reporting to the CIO and senior management, support ERM and Internal Audit, collaborate with portfolio managers, and recommend risk mitigation and compliance measures.

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.

Support the Special Projects Team by investigating operational escalations, testing production and UAT environments, tracking and resolving tickets, documenting requirements and meeting actions, coordinating with project and technical teams, and producing internal guides and training materials to improve operational efficiency and client experience.

Lead and support a territory of financial advisor practices, driving AUM growth, advisor productivity, business development, operations efficiency, compliance alignment, and talent development while partnering with internal stakeholders.

Lead operational execution of book purchases and M&A transactions from close through integration. Own the M&A operating framework, governance, roadmaps, budgets, and cross-functional delivery. Coordinate teams across Finance, Legal, Compliance, HR, Technology, and Sales, manage risks and escalations, run steering committees and executive reporting, and continuously improve playbooks and processes to drive scalable, timely, and effective integrations.

As a Data Analyst, you will support data migration initiatives by analyzing data structures, mapping source to target systems, and collaborating with stakeholders to document requirements and findings.

The Internal Auditor will enhance CI Financial's control environment by executing audits, assessing risks, and recommending improvements to internal controls across business processes.

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.

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

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