Jobs at CI Financial

The Senior Business Systems Analyst will gather requirements, act as a liaison between IT and business stakeholders, and lead workshops while utilizing advanced SQL skills for data analysis.

The Quality Assurance Analyst will perform Quality Evaluations for client interactions, monitor calls, provide feedback, analyze data trends, and support training and onboarding of new hires.

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 Senior Data Engineer will design and maintain scalable data pipelines, collaborate with stakeholders, and ensure data governance and quality. Responsibilities include project ownership, mentoring juniors, and implementing data solutions across platforms.

The role involves delivering data-driven insights for investment decisions, managing complex data sets, reporting, and automating analytics processes.

The Full Stack Developer designs and develops web-based applications for investment management, working on both front-end and back-end systems. They also collaborate with business analysts and support the software development lifecycle including testing and deployment.

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.

The Data Engineer will design, develop, and maintain data pipelines, transform data, and support analytics for investment and client reporting in a cloud environment.

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.

Provide accurate, timely administrative support for high-net-worth client requests across debits/credits, new accounts, estates, and transfers. Ensure compliance with internal and custodian procedures, build custodian/internal relationships, resolve inquiries, escalate issues, assist on special projects, and work overtime during peak periods.

The Global IT Category Manager develops category strategies for IT spend, leads sourcing initiatives, manages supplier relationships, and ensures alignment with procurement policies.

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

Provide high-quality client support to financial advisors by handling process-related matters, troubleshooting operational/account issues, processing dealer-related financial transactions, escalating and tracking client issues, and collaborating across teams to ensure seamless daily operations.

The Business Analyst will support system enhancements, manage priorities, analyze data, and facilitate collaboration between business and technology teams to improve efficiency and drive automation.

The Performance Associate supports investment performance calculations, reporting, analysis, and process improvements, while ensuring compliance and collaboration with various stakeholders.

Lead Digital Marketing will report to the Senior Manager and develop and execute integrated digital initiatives across websites, email, social, webinars, and intranet. Responsibilities include intake and scope validation, campaign planning and execution, SEO/content oversight, stakeholder and vendor collaboration, process improvements, and workflow/project management. Onsite four days/week; requires 4+ years marketing experience and a relevant bachelor's degree.

Provide technical support for wealth management systems including troubleshooting, SQL-based analysis, incident management, system monitoring, upgrades, user training, documentation, and collaboration with development and infrastructure teams to ensure system stability and timely resolution.

Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.

The Regional Vice President leads a team of Wealth Advisors, driving revenue growth, ensuring compliance, and fostering collaboration while enhancing client service delivery.