Senior Manager AI Business Transformation & Workflow Redesign

Referral Level: Level 2

Mackenzie Investments

Senior Manager AI Business Transformation & Workflow Redesign

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $310 billion in assets as 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 Role: As Senior Manager AI Business Transformation & Workflow Redesign you will join the AI Enablement team and lead the redesign of high-value business workflows enabled by AI across Mackenzie Investments. You will work within the strategic direction established by the Vice President AI Strategy & Business Transformation and partner with business leaders to translate AI priorities into practical operating model changes and measurable business outcomes.

This role focuses on how work should change: mapping current-state processes identifying opportunities to improve advisor and client experience employee productivity risk control speed quality and scalability and designing future-state workflows that can be implemented and adopted. You will work closely with AI enablement technology data architecture risk legal compliance privacy security change and business teams. Success will be measured by sustained adoption measurable business value and the extent to which AI initiatives strengthen Mackenzies operating model and competitive position.

Key Responsibilities:

• Lead current-state workflow diagnostics across priority business areas including distribution marketing and product.
• Facilitate working sessions to identify pain points manual effort control gaps decision bottlenecks data needs and opportunities for AI-enabled transformation.
• Design future-state workflows that integrate AI automation data human judgment governance controls and clear role accountabilities.
• Translate strategic AI opportunities into initiative charters business requirements workflow maps use cases success measures and implementation roadmaps.
• Lead the business-side implementation and adoption of AI-enabled workflow changes including stakeholder engagement training communications and readiness planning.
• Define practical KPIs establish baseline measures and track benefits such as productivity cycle time quality risk reduction advisor and client experience revenue enablement and cost-to-serve.
• Embed responsible AI privacy security legal compliance model risk operational risk records management and human-oversight requirements into workflow design.

Required Qualifications:

• Bachelors degree in business finance economics engineering information systems technology or a related discipline or equivalent experience.
• Minimum 8-10 years of professional experience in business transformation operating model redesign process improvement consulting product or process management digital transformation financial services or a related field.
• Demonstrated experience leading complex cross-functional business change initiatives from discovery through implementation and adoption.
• Strong capability in process mapping pain-point analysis future-state workflow and operating model design requirements definition stakeholder facilitation and implementation planning.
• Practical understanding of AI generative AI agentic AI automation data workflows analytics enterprise platforms and digital operating models including the ability to translate capabilities and limitations into business implications.
• Strong communication facilitation structured problem-solving stakeholder management and influencing skills with the ability to work effectively with senior leaders subject-matter experts front-line teams technology partners and control functions.

Preferred Qualifications:

• Experience in asset management wealth management distribution advisor experience investment operations marketing product client service or another regulated financial-services environment.
• Experience redesigning workflows enabled by AI automation data CRM content platforms service tools knowledge-management systems or low-code/no-code solutions.
• MBA masters degree or certification in Lean Six Sigma business architecture process improvement product management change management or transformation.
• Experience defining success measures establishing baseline metrics tracking benefits and embedding new ways of working into business routines.

The expected annual base salary range for this role is $120000 - $150000 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-weighted bonus education/career support option to join Employee Share Purchase Plan with employer matching component.
• 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: voluntary Group RRSP enrolment with employer matching component.
• WORK LIFE BALANCE: paid volunteer days competitive time off including 10 wellness days off WorkPerks discount 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).
• ROLE-SPECIFIC OPPORTUNITY: work at the intersection of business strategy workflow redesign and emerging AI capabilities partnering across Mackenzie to shape practical responsible and measurable changes to how work gets done.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the 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 providing barrier-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

Artificial 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 July 31 2026.

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