Director, Institutional Operations

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The Director of Institutional Operations will oversee the operational infrastructure supporting institutional investment strategies, ensuring scalable, efficient, and risk-managed processes. This individual will play a critical role in leading day-to-day operational functions, managing vendor relationships, supporting client servicing, and driving process improvement initiatives across trade operations, performance reporting, compliance oversight, and investment support functions.

WHAT YOU WILL DO

• Lead and oversee institutional operations including trade support, settlements, corporate actions, cash management, reconciliations, performance and client reporting.
• Collaborate closely with portfolio management, risk, legal, compliance, and client service teams to ensure seamless delivery of institutional mandates.
• Ensure timely and accurate data flows across systems to support front, middle, and back-office functions.
• Manage relationships with custodians, third-party administrators, and technology providers, ensuring service-level agreements are met and issues are resolved efficiently.
• Support the launch of new investment products and institutional mandates by coordinating operational readiness and cross-functional integration.
• Develop and implement policies, procedures, and controls to ensure regulatory compliance (e.g., OSFI, IIROC, NI 31-103) and mitigate operational risk.
• Provide leadership and mentoring to a team of operations professionals; drive a culture of accountability, continuous improvement, and operational excellence.
• Represent the firm in due diligence meetings with institutional clients and consultants, as needed.
• Lead or contribute to strategic projects including automation initiatives, system upgrades, and data governance programs.

WHAT YOU WILL BRING

• Strong preference to those with EMD registration or qualification to easily attain
• Bachelor's degree in Finance, Business Administration, or related field; MBA, CFA, or CPA considered an asset.
• 10+ years of experience in institutional operations within asset management or investment management firms.
• Deep knowledge of capital markets instruments (equities, fixed income, derivatives, FX) and post-trade processes.
• Strong understanding of Canadian regulatory environment for asset managers and institutional clients.
• Proven experience managing teams and vendor relationships in a high-performance environment.
• Proficiency with portfolio management systems (e.g., SimCorp, Bloomberg AIM, Eagle, Charles River) and reporting platforms.
• Strong project management and change management capabilities; experience leading cross-functional initiatives.
• Excellent communication and interpersonal skills with a client-first mindset.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.