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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 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.

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 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.

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.

The Learning and Development Specialist designs and facilitates training for CI Wealth, collaborates with SMEs, evaluates learner performance, and provides coaching.

The Manager will oversee the delivery of institutional RFPs, RFIs, and DDQs, optimize proposal processes using technology and AI, and collaborate across departments to ensure quality outcomes.