Manager, Data Driven Transformation

Location: Toronto Winnipeg

Referral Level: Level 1

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin 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.

Position Overview:

The Manager Data Driven Transformation will be a key contributor on the Transformation Services team within Wealth Management Operations and Enterprise Contact Centres. This role applies advanced knowledge of data analytics automation and Artificial Intelligence (AI) within the business and is responsible for identifying opportunities developing data-driven strategies and working with a team of specialized professionals to execute transformation initiatives that enhance operational efficiency and client value.

This position requires a strategic thinker with a hands-on approach who is passionate about leveraging emerging technologies to solve complex business problems within the wealth management sector. The ideal candidate will champion a culture of continuous improvement and data-centric decision-making.

Major Responsibilities Include:

• Data Strategy and Analytics:

• Develop and advance a data and analytics strategy for WMO to identify assess and prioritize opportunities for process optimization and automation.
• Analyze complex datasets to extract actionable insights identify trends and measure the impact of transformation initiatives.
• Oversee the design and creation of insightful reports and dashboards using tools like Looker and Power BI to provide visibility into operational performance.
• Work with data engineering and IT partners to define data requirements and ensure the availability of high-quality data.

• Automation and Continuous Improvement:

• Identify assess and implement automation opportunities using tools such as Power Automate and other scripting/configuration technologies.
• Champion continuous improvement methodologies to systematically enhance business processes reduce manual effort and increase efficiency.
• Design and document end-to-end automated solutions that are scalable maintainable and well-structured.

• AI and Emerging Technologies:

• Stay abreast of emerging technologies particularly in the realm of AI and machine learning and assess their potential application within the wealth management operations space.
• Lead pilot projects and proof-of-concepts to evaluate the feasibility and benefit of new AI-powered solutions.
• Apply advanced knowledge of AI and related technologies to support automation and data analysis.

• Leadership and Collaboration:

• Work with and mentor a team of business specialists and analysts fostering their skills in data analysis automation and project execution.
• Communicate complex technical concepts and data-driven insights to a non-technical audience including senior leadership.

Qualifications:

• Education:
• University degree in Business Computer Science Data Science or a related field.
• Experience:

• 5-7 years of experience in the Financial Services industry with a strong preference for a background in wealth management.
• Proven experience applying advanced knowledge in data analytics business intelligence or data-driven process improvement.
• Demonstrated success leading and delivering automation and transformation initiatives.
• Experience with front and back-office servicing is an asset.

• Technical Skills:

• Proficiency with data visualization and reporting tools such asLookerand/or Power BI.
• Hands-on experience with automation platforms likePower Automate.
• Understanding data systems and experience working with databases (knowledge ofSAP HANAis a strong asset).
• Deep knowledge of the MS Office Suite.

• Core Competencies:

• Advanced knowledge of data strategies data governance and data analysis methodologies.
• Excellent problem-solving and analytical skills with the ability to identify and resolve difficult and complex issues
• Strong interpersonal verbal and written communication skills with the ability to influence and build alignment with stakeholders
• A self-starter who is comfortable with ambiguity delivers high-quality work and can adapt to new challenges.
• A continuous learner with a passion for emerging technologies and methodologies.
• Knowledge of change management principles and the ability to apply them effectively.