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 Senior Manager of Client Reporting leads the development, production, and delivery of client reporting services, including trade confirmations, client and custodian statements, CRM2 reports, and supplementary tax packages, for all CI Wealth lines of business. This role ensures accurate, compliant, and client-centric reporting, drives process efficiencies, and manages a team to support the client experience and regulatory obligations.
WHAT YOU WILL DO
Client Reporting Oversight:
- Oversees the end-to-end production of trade confirmations, client and custodian statements, CRM2 reports, and supplementary tax packages, ensuring accuracy, timeliness, and compliance.
- Ensure reporting aligns with client preferences, branding standards, and regulatory requirements (e.g., CIRO, CSA).
- Monitor data quality and reconciliation processes to maintain consistency across systems and reporting outputs.
- Implement quality controls to minimize errors in reporting.
Team Leadership:
- Manage, mentor, and develop a team of client reporting professionals, fostering a culture of excellence, accountability, and collaboration.
- Set performance goals, conduct evaluations, and provide training on reporting tools, regulatory standards, and client service best practices.
- Optimize team workflows to balance workload and meet critical deadlines, particularly during tax season and regulatory reporting periods.
Regulatory Compliance:
- Ensure all client reporting adheres to regulatory requirements, tax regulations, and other relevant securities laws.
- Lead audits and compliance reviews related to client reporting, addressing findings and implementing corrective actions.
- Stay informed on evolving regulatory changes (e.g., securities, tax, privacy laws) and update processes to maintain compliance.
Process Optimization & Technology:
- Collaborate with Technology, Shared Services teams, and vendors to enhance reporting systems, automate processes, and improve scalability.
- Drive the integration of reporting platforms with CRM systems, data warehouses, and client portals to streamline data flows and enhance user experience.
- Identify opportunities to digitize and personalize client reporting, aligning with modern wealth management trends.
Stakeholder Engagement:
- Partner with portfolio managers, advisors, and Client Experience teams to address reporting needs and resolve escalated client inquiries.
- Work with Marketing and Compliance teams to ensure reporting materials are clear, professional, and client-focused.
- Present reporting strategies and performance metrics to senior leadership, advocating for investments in tools or process improvements.
WHAT YOU WILL BRING
- Bachelor’s degree in Finance, Business Administration, Accounting, or a related field; advanced degree or certification (e.g., CPA, CFA) preferred.
- 8+ years of experience in client reporting, operations, or a related role within wealth management or financial services, with at least 4 years in a leadership role.
- Deep knowledge of Canadian reporting requirements and securities industry standards (CIRO, CSA).
- Strong proficiency in reporting platforms, CRM systems, and data management tools; advanced Excel skills required.
- Proven ability to lead teams, manage complex projects, and drive process improvements in a deadline-driven environment.
- Exceptional attention to detail, analytical skills, and a commitment to data accuracy.
- Excellent communication and interpersonal skills to engage with clients, advisors, and senior stakeholders.
- Familiarity with automation, fintech trends, or programming (e.g., SQL, Python) is a plus.
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.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
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
- Paid time off for Volunteering
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.
