Senior Manager, Product Experience (Client Portals)

Grade:P8
Referral Level: Level 1
Division: IGM-MRKTING

IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately $271 billion in assets. 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. 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.

About the Role

The Senior Manager Product Experience (Client Portals) plays a critical role in shaping and delivering intuitive secure digital experiences for advisors and investors at Mackenzie Investments.

Reporting to the Director Product Owner Client Portals this role supports the Product Owner process by partnering with Product UX Technology Security and business teams to lead experience discovery and execution across Mackenzies client portals. You will translate user insights and business needs into clear experience requirements and help drive a multi-year digital transformation program focused on adoption usability and continuous improvement.

This is a hands-on role for someone who thrives at the intersection of strategy user experience and delivery in a regulated environment.

What Youll Do

Product Discovery Experience Definition & Delivery

• Facilitate journey mapping experience discovery and design activities to define end-to-end client portal experiences
• Partner with internal stakeholders to gather and synthesize business user and experience requirements
• Translate advisor and investor research into clear user stories experience requirements and prioritization inputs
• Collaborate with UX Technology and Delivery teams to ensure experience intent is carried through from design to implementation
• Facilitate reviews of wireframes and prototypes; consolidate feedback into actionable recommendations
• Identify delivery risks dependencies and trade-offs and proactively recommend mitigation strategies
• Document user pain points and opportunities; translate insights into clear user stories experience requirements and preliminary assessments to support prioritization by the Product Owner.
• Support iterative delivery and releases ensuring experience readiness and alignment with technical constraints
• Create experience forward artifacts that communicate target-state vision progress updates and executive-level insights
• Prepare and perform all above listed activities with support from the Product Experience Analyst

Change Management & Launch Support

• Partner with Change Management and Communications teams to support readiness and go-live activities
• Provide timely updates on scope timelines and delivery health
• Contribute content for internal and external communications and front-line enablement materials

Measurement & Continuous Improvement

• Track and report portal adoption and engagement metrics
• Incorporate qualitative feedback from CX research advisors investors and service teams
• Drive continuous improvements to enhance user satisfaction and portal adoption

Business Outcomes & Governance

• Support the Product Owner in the preparation of materials for governance forums and leadership updates with clear insights on progress risks and recommendations
• Contribute to Mackenzies objective of delivering industry-leading digital client experiences

What You Bring

Experience

• 5 years of experience in digital product or experience roles
• Proven experience leading experience discovery including user research and journey mapping
• Strong track record partnering with cross-functional teams (UX Technology Security Compliance Change Management)
• Hands-on experience supporting delivery activities such as requirements definition design reviews testing UAT and go-live readiness
• Experience working in regulated environments; financial services or asset management strongly preferred

Education & Certifications

• Bachelors degree in Business Computer Science Design or a related field
• Post-graduate education or certifications in Product Management UX Agile or Design Thinking are assets
• Product Owner UX Design Thinking or Agile certifications are considered an advantage

Skills & Capabilities

• Deep understanding of digital product and experience design principles
• Strong ability to translate insights into clear actionable requirements
• Comfortable navigating ambiguity and balancing competing priorities
• Strong stakeholder influence communication and collaboration skills
• Experience delivering secure high-quality digital experiences at scale

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).

The expected annual base salary range for this role is ($96500 - $124500) 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.

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

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

Please apply by February 4 2026.

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