Jobs at CI Financial

Build and manage enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Responsibilities include platform architecture, APM instrumentation, dashboard and alert development, incident triage, SLI/SLO and error-budget management, observability-as-code automation, telemetry governance, cost optimization, CI/CD integration, operational reporting, and mentoring engineering teams. The role requires advanced Dynatrace, AWS, Kubernetes, scripting, distributed-systems, and incident-management expertise.

Build, maintain, and enhance enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Configure monitoring agents, dashboards, alerts, application performance monitoring, logs, metrics, and traces. Support observability for microservices, containers, serverless workloads, and distributed systems. Perform incident triage, troubleshooting, reporting, instrumentation, and alert tuning while collaborating with Cloud Engineering, DevOps, SRE, and application teams. Automate monitoring deployments through scripting and infrastructure-as-code.

Supports enterprise data governance and Data Security Posture Management initiatives by classifying sensitive data, maintaining metadata and catalogs, documenting lineage, monitoring data quality and risk, supporting retention policies, and governing structured and unstructured data. The role uses SQL and governance platforms to investigate findings, improve data protection, support audits, collaborate with stakeholders, and promote responsible data use and literacy.

Leads Salesforce developers and manages enterprise CRM architecture, configuration, customization, development, testing, security, deployments, and code repositories. Serves as a Salesforce subject matter expert across Sales Cloud, Service Cloud, and Financial Services Cloud. Partners with business and IT teams to define requirements, design solutions, coordinate projects, establish best practices, and mentor administrators, developers, and support analysts.

Support Salesforce users, troubleshoot platform issues, manage support tickets, maintain user access, validate and cleanse data, prevent duplicate records, and help ensure data integrity and completeness. The role also assists with functional testing of Salesforce developments and requires strong communication, organization, customer service, analytical, and problem-solving skills. Employees work onsite four days per week.

Coordinates integrated digital marketing initiatives across media campaigns, websites, email, and other channels. Reviews requests, validates requirements, manages workflows and deliverables, supports lead pipeline optimization, develops personalized customer experiences, and assists with marketing automation and reporting. The role coordinates stakeholders, vendors, legal and compliance teams while managing schedules, risks, issues, and communications across multiple projects.

Analyzes investment portfolio performance, attribution, benchmarks, and risk. Calculates returns, prepares recurring reports, investigates discrepancies, supports client deliverables, automates processes, participates in UAT testing, and provides timely analysis and commentary to internal and external stakeholders.

Prepares and maintains institutional client reports, performance measurements, portfolio return calculations, and investment attribution analyses. Investigates data discrepancies, resolves reporting issues, supports UAT testing, and ensures timely, accurate deliverables under service-level and risk standards. The role also identifies process improvements, automates workflows, interprets large datasets, and communicates concise insights to senior staff. Employees work onsite four days per week.

Executes and optimizes automated email campaigns using Salesforce Marketing Cloud, including customer journeys, audience segmentation, reporting, integrations, and digital content development. Analyzes campaign performance and KPIs, recommends improvements, supports omnichannel marketing initiatives, documents automation workflows, and trains team members on campaign best practices. The role collaborates with sales, product, content, and other business teams and requires onsite work four days per week.

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.

Serve as primary service contact for Investment Counselors, financial advisors and clients; investigate and resolve account issues, submit trade requests, liaise with custodians and internal teams, support reporting and special projects in a high-net-worth private client environment.

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.

Processes and records fee-related financial transactions, supports monthly fee runs, reconciles accounts, maintains fee schedules, investigates discrepancies, resolves inquiries, and coordinates with IT, vendors, and internal teams. The role also supports system improvements, compliance activities, audits, and issue escalation while ensuring accurate and timely processing within service-level agreements.

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.

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.

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.

Provides fund administration oversight by preparing transaction files, supporting trade and middle-office reconciliations, executing fund controls, resolving accounting issues, maintaining fund data, reviewing reconciliations and prospectuses, supporting audits and claims, responding to inquiries, and completing recurring reporting and ad hoc projects.

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.