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You will be updated with latest job alerts via emailAt CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.
CI Investment Services is a leading Canadian Broker Dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers introducing brokers and institutional investors.We set ourselves apart in the Canadian clearing broker industry by owning our entire technology stack inhouse. Our team is a closeknit collaborative group with a clear vision and goal. As the Director of Data Integration you will be part of our book of record technology team coordinating with business partners to onboard new clients support existing clients and integrate thirdparty systems into our book of record system via API FIX and ETL files.
You will lead a team of Developers and Business Systems Analysts (BSAs) to develop and refine our integration layer. A deep understanding of the brokerage industry and trading is essential. If you are a seasoned professional with extensive industry knowledge a collaborative spirit and a passion for making a difference we encourage you to apply.
Key Responsibilities
Foster strong relationships with Portfolio Managers Introducing Brokers and technology partners.
Define the scope and onboarding strategy for new Portfolio Managers and Introducing Brokers.
Define the scope and strategy for integrating with internal and external technology platforms.
Lead the integration team in enhancing REST APIs and ETL extracts.
Collaborate closely with the team to ensure our platform is properly configured and the onboarding strategy is clearly understood.
Identify system gaps and manage them through the project intake process.
Ensure the accuracy of converted client data including assets under administration.
Keep business and technical teams updated on conversion progress.
Monitor and ensure the completion of business tasks mock conversions and pre/postvalidation according to the plan/runbook.
Support the sales team by meeting with prospects to answer questions and provide information and recommendations as needed.
Supervise individuals responsible for data mapping and the creation of validation reports.
What You Will Bring
Educational Background: Bachelors Degree in Computer Science Computer Engineering or a related field.
Technical Skills:
o Understanding of .NET C#.
o Proficiency in SQL required.
o Experience developing lightweight flexible APIs
o Experience with advanced Source Control features (branching/merging).
o Familiarity with the FIX protocol and order flow.
o Experience planning and overseeing large integrations and data conversion projects.
Professional Experience:
o Minimum of 10 years of relevant work experience in a similar role in the brokerage/securities financial industry.
o Experience with clearing book of record systems. (ISM BPS Dataphile RPM RBroker Univeris TorStone FIS WinFund VieFUND etc.
o An extensive understanding of the clearing firms brokerage industry brokerage operations CIRO regulations.
Soft Skills:
o Excellent communication skills
o Excellent problemsolving abilities
o Ability to work effectively in a team environment
o High attention to detail and a proactive approach to work
o Able to come into our Toronto location a minimum of 3 days per week
Why Join Us
Innovative Environment: Work with lightweight technology in a fastpaced dynamic industry.
Professional Growth: Opportunities for continuous learning and career advancement.
Collaborative Culture: Be part of a supportive team that values collaboration and innovation.
Impactful Work: Contribute to a critical aspect of our business ensuring our clients can trade and transact efficiently and effectively.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an inoffice environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or callext. 4747.
Required Experience:
Director
Full-Time