Director, Program Owner, Client Portals

Location: Toronto

Referral: Level 3

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $310billion in assetsas of December 31 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments founded in 1967 is a key part of IGMs business model serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.We are proud to be recognized as one of Canadas Top 100 Employers for the fourth consecutive year and one of Canadas Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment where you spend three days a week in the office connecting collaborating and enjoying quality time with your amazing colleagues!Our Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

The Director Digital Client Experience Platforms is responsible for leading the evolution of Mackenzies advisor and investor digital experiences across secure portals and related client-facing tools. This role owns the business roadmap for self-serve capabilities digital engagement and connected client experiences that improve advisor productivity client satisfaction servicing efficiency and business outcomes. The role connects digital capabilities across sales onboarding servicing reporting and engagement workflows with consideration for future institutional group client and strategic partner experiences.

This role is the business lead on daily interactions with our agile delivery team leadership internal partners (i.e. Marketing Compliance Service Sales Key Accounts etc.) and external vendors for activities related to the build and continuous improvement of our Client Portals.

Digital Client Experience Platform Ownership

• Define and evolve the advisor and investor digital experience across authenticated client interfaces.
• Align digital capabilities with client journeys segmentation servicing needs and self-serve objectives.
• Partner with Sales Service Operations Marketing and Technology to improve digital workflows across the client lifecycle.
• Identify opportunities to reduce friction increase adoption and improve self-serve capabilities for advisors investors and servicing teams.
• Support future expansion of digital experience capabilities across institutional group client and strategic partner use cases.
• Current priority is launching Client Portals program and key initiatives related to Salesforce / OneVest platform.
• Responsible for partnering with technology program delivery team on refinement of planning and providing regular ongoing reporting to stakeholders.
• Responsible for business review of Client Portals and related releases to determine and manage impacts on the business and users.
• Responsible for creating and defining user stories; defining business value acceptance criteria and desired outcomes.
• Works with internal partners to understand current and future business process needs and captures requirements for enabling technology solutions.
• Partners across the team to ensure the success of releases including communication plans adoption and ongoing management.
• Roadmapping Experience Strategy & Prioritization
• Develop and maintain a digital experience roadmap aligned to business priorities client needs servicing objectives and platform modernization.
• Research competitor and industry digital capabilities across wealth asset management advisor platforms and client self-serve models.
• Prioritize roadmap items based on client value business impact operational efficiency adoption and feasibility.
• Support the development of data-enabled and personalized experiences across advisor and investor journeys.
• Identify opportunities to automate repeatable servicing reporting and engagement workflows

Working Groups and Project Work

• Be the business technology lead and facilitate working sessions with Sales Service Operations Client Relations Dealer Relations Marketing Business Architecture UX and Technology.
• Ensure digital solutions support both front-stage client experience and backstage operational efficiency.
• Subject matter expert on how Mackenzie can leverage digital platforms and tools to build new digital processes and workflows in order to accomplish business goals and desired outcomes.
• Leadership
• Lead coach and develop direct team fostering a culture of accountability collaboration and continuous improvement.
• Champion a client-centric mindset and help build greater empathy for advisor investor and servicing experiences across the organization.
• Influence cross-functional teams and stakeholders to align priorities simplify experiences and support adoption of new digital capabilities and ways of working.
• Present roadmap updates priorities and client experience insights to leadership and governance forums.

Qualifications

• Preferred experience with advisor-facing platforms is important given the roles immediate focus on Salesforce OneVest and Mackenzies advisor ecosystem. Broader experience across client servicing investor journeys institutional clients group clients or strategic partner experiences would be an asset.
• University degree in Business Marketing Technology Communications Design or related discipline
• 810 years of experience in financial services wealth management or asset management
• Experience across advisor platforms client experience servicing workflows or digital engagement ecosystems
• 5 years leading or evolving digital products self-serve experiences or client-facing platforms
• Agile / Product Owner certification or equivalent practical experience
• Strong understanding of advisor and investor digital experiences self-serve capabilities and servicing workflows
• Strong understanding of asset management technologies or similar CRM / digital experience platforms
• Ability to translate business priorities and client pain points into scalable digital capabilities and workflows
• Strong stakeholder management and communication skills including executive presentations and roadmap discussions
• Strong prioritization roadmap and business case development capabilities
• Strong analytical and problem-solving capabilities with a client-centric mindset

Preferred:

• MBA digital strategy CX or product management-related education
• Experience supporting advisor investor institutional or strategic partner experiences
• Experience working across Sales Service Operations Marketing Technology Compliance and external vendors
• Experience operating in agile cross-functional environments with enterprise-level stakeholders
• Scrum Alliance Product Owner Certified Salesforce certifications CX or digital product certifications
• Experience designing scalable client journeys across onboarding servicing reporting and engagement
• Experience balancing strategic thinking with execution and operational delivery

The expected annual base salary range for this role is $135500 - $164000 which is determined based on skills knowledge and experience and geographic addition to base salary this role is eligible for annual short-term incentive health and well-being benefits retirement and savings plan paid time off and career development.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary performance-weightedbonus education/career support option to join Employee Share Purchase Plan with employer matchingcomponent.

• EMPLOYEE BENEFITS & INSURANCE:competitive health and dental coverage flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS:voluntaryGroup RRSP enrolment with employer matchingcomponent.

• WORK LIFE BALANCE:paid volunteer days competitive time off including 10 wellness days offWorkPerksdiscount program hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY:living our core values: Be a Team Be Accountable Be Better engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest identity or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe diversity present across Canada including racialized persons women Indigenous persons persons with disabilities 2SLGBTQIA community gender diverse and neurodiverse individuals as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply:Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to Intelligence in Recruitment:As part of our Talent Acquisition process we may use artificial intelligence and automated tools to support activities such as candidate sourcing application review and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Please apply by June 21 2026.

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