Director of Data Integration
Apply NowCompany: CI Financial
Location: Toronto, ON M4E 3Y1
Description:
At 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.
We set ourselves apart in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, 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 third-party 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.
- Serve as central point of contact for onboarding new clients
- Coordinate between client, advisor, and additional support teams to execute & track against client onboarding
- Support/data input for new clients in Salesforce and Portfolio Accounting Software
- Prepare and track new client agreement, custodian account opening and transfer paperwork thru the process including any SLOAs that need to be established
- Reconcile transferred assets and ensure cost basis transferred properly
- Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
- Confirm billing is set up and if needed initiate initial invoice
- Confirm any reporting is set up correctly
- Confirm client portal is set correctly
- Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)
- Confirm any restrictions communicated to trading team
- Ensure smooth handoff to Client Success Specialist
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 highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced 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 in-office 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 at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
We set ourselves apart in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, 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 third-party 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.
- Serve as central point of contact for onboarding new clients
- Coordinate between client, advisor, and additional support teams to execute & track against client onboarding
- Support/data input for new clients in Salesforce and Portfolio Accounting Software
- Prepare and track new client agreement, custodian account opening and transfer paperwork thru the process including any SLOAs that need to be established
- Reconcile transferred assets and ensure cost basis transferred properly
- Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
- Confirm billing is set up and if needed initiate initial invoice
- Confirm any reporting is set up correctly
- Confirm client portal is set correctly
- Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)
- Confirm any restrictions communicated to trading team
- Ensure smooth handoff to Client Success Specialist
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 highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced 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 in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering
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 at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.