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 all—meaningful. 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 Canada’s Top 100 Employers (2026), Alberta Top Employers (2026), and Canada’s 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 firm’s 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 firm’s risk and compliance standards

Support the effectiveness of the firm’s 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

10-15+ 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 firm’s 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

Retirement planning assistance, including RSP contributions

Annual learning stipend

Parental leave top‑up

Significant community investment contribution via our Employee Matching Program

All 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 hraccommodation@mawer.com.

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

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.

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 Canada’s 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.

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