Head of Client Platforms & Operations

Be Boring. Make Money. is our investment approach but we are anything but dull. We are a diverse passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however the experience will also be dynamic supportive intellectually stimulating and above allmeaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas diverse opinions and experiences and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people we have consistently been recognized as a preferred employer receiving awards such as Canadas Top 100 Employers (2026) Alberta Top Employers (2026) and Canadas Top Small & Medium Employer (2026).

Full Time
Location: Calgary AB or Toronto ON
Vacancy Status: New role
Salary Range: $190-230k/yr

The Opportunity

The Head of Client Platforms & Operations is responsible for the operational and technology foundations that enable the firms Private Wealth and Institutional client-facing businesses and will ensure that these platforms and processes run with consistent reliable excellence. The role spans client account operations institutional client servicing and the digital platforms that support client engagement including client portals client reporting Salesforce CRM and onboarding platforms with clear accountability for their stability performance and continuous improvement.

Role Responsibilities

• Set the vision and executable roadmap for client-facing operations and platforms in alignment with Private Wealth and Institutional business strategies with a focus on scalability risk control and client experience in close partnership with Strategic Delivery and Products teams
• Explore and progress AI-enabled capabilities across client portals digital reporting Salesforce onboarding servicing and operational platforms (for example intelligent assistance personalization content generation workflow automation and decision support) ensuring they are designed and governed in a way that improves client and advisor experience while meeting the firms risk and compliance standards
• Support the effectiveness of the firms two Client Councils (Private Wealth and Institutional) where decision makers from the businesses and relevant support teams hold joint accountability for setting the vision and high-level roadmap for client experience operations and platforms partnering with Strategic Delivery to design run and continuously improve these Councils as the primary forum for cross-functional prioritization and decision-making
• Ensure the Councils are complimented with appropriate on-the-ground forums and routines (for example leadership huddles joint planning sessions and small enhancement forums) where relevant teams work together on detailed design issue resolution and execution of changes flowing from the Councils direction
• Partner closely with the broader COO leadership team to ensure client-facing operational and platform priorities are reflected in COO strategy architecture and roadmaps
• Provide exceptional leadership support and mentorship to direct reports and their teams to enable them to deliver on their individual team mandates

Desired Qualifications

• 1015 years of experience in asset management wealth management or closely related financial services with significant responsibility across client strategy client operations client service or client reporting
• Undergraduate degree in business finance technology or a related field; advanced designations such as CFA CPA PMP or an MBA are considered an asset
• Proven track record leading multi-disciplinary teams within operations client strategy or enablement functions that span both operations and technology or platform capabilities ideally supporting front-line Private Wealth Institutional or Retail client businesses
• Deep understanding of the client lifecycle for high-net-worth institutional and/or retail clients including onboarding account maintenance transfers and ongoing servicing and reporting
• Demonstrated experience owning shaping or strongly influencing key client platforms such as Salesforce CRM client portals onboarding tools and reporting solutions while working in close partnership with our technology products team to deliver
• Strong background in translating business and client strategies into executable roadmaps for processes platforms and data with evidence of successful delivery of complex multi-stakeholder initiatives
• Strong understanding of service performance management including defining and using KPIs SLAs and other service support metrics to drive client experience efficiency and continuous improvement
• Familiarity with regulatory requirements affecting client onboarding KYC/AML suitability and client reporting; experience with global institutional or cross-jurisdictional retail client expectations is an asset
• Solid understanding of investment products and structures commonly used in institutional private wealth and/or retail contexts including separate accounts pooled funds mutual funds and registered/non-registered vehicles sufficient to support operational and reporting decisions
• Demonstrated ability to collaborate effectively with Technology Middle Office Fund Accounting Compliance Risk and front-office leadership balancing client experience control and efficiency
• Strong people leadership skills including building and developing leaders driving engagement and shaping culture across geographically distributed teams
• Excellent communication and influencing skills with the ability to simplify complexity secure alignment among senior stakeholders and drive change through both formal and informal channels
• Experience identifying and implementing data automation or AI-enabled improvements in client operations reporting or platforms with an understanding of the opportunities and risks of AI in financial services

Why Mawer

• Directly contribute to the firms growth as a global independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued and every voice heard. At Mawer talented team members can progress quickly regardless of tenure or experience.
• Our unique culture which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity putting clients interests first excellence teamwork and long-term thinking) and key behaviours (curiosity candour accountability and appreciation) which are much more than words on a page. They guide the way we operate make decisions and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences fostering collaboration promoting work-life integration and empowering our team members to thrive in a dynamic interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Unlimited vacation days
• Retirement planning assistance including RSP contributions
• Annual learning stipend
• Parental leave top-up
• Significant community investment contribution via our Employee Matching Program

To apply please submit your resume cover letter and application by May 4^th 2026 at: candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

At Mawer we are committed to fostering a culture of diversity and inclusion. We strive to attract hire develop and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm helping to improve investment performance strengthen client partnerships and create more value for all stakeholders: clients employees owners and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance please contact us at .

We believe experience comes in many forms and were committed to adding new perspectives to our team. If your experience is close to what weve outlined we encourage you to apply.

About Mawer

Established in 1974 Mawer Investment Management Ltd. is an independent firm that provides world-class global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canadas most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence developing strong client partnerships and living our core values.

No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.

Required Experience:

Director