Director Business Analytics and Insights

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.

CI Financial is seeking a dynamic and visionary leader to join our D&A team as the Director of Business Analytics and Insights. In this pivotal role, you will drive strategic initiatives that enhance business performance and stakeholder engagement by combining strong business partnership, data-driven insights, and practical application of AI-enabled analytics. You will lead a talented analytics team to deliver impactful solutions, identify opportunities to automate and scale insight generation, and ensure analytics capabilities align with our company's goals and values.

KEY RESPONSIBILITIES:

• Team Leadership: Lead and manage a team of business analytics professionals to deliver high-quality insights and actionable recommendations to business stakeholders and partners.
• Strategic leadership: Collaborate with business leaders and partners to understand priorities, challenges, and opportunities, using data to guide strategies that improve effectiveness, engagement, and outcomes. Develop and manage analytics strategies that provide actionable insights for key stakeholders, focusing on performance tracking, engagement, and growth opportunities.
• Stakeholder Management: Develop and maintain strong relationships with key stakeholders within the organization to ensure alignment and collaboration on business objectives.
• Communication skills: Present findings, insights, and recommendations to senior leadership and other key stakeholders in a clear and compelling manner, translating complex data into actionable reports and strategic plans.
• Performance Management: Establish and track key performance indicators (KPIs) and relevant metrics to measure business performance, engagement, and operational activities. Continuously monitor, create dashboards, and report on these metrics, providing actionable insights to optimize outcomes.
• D&A and AI Transformation: Drive the adoption of analytics, automation, and AI-enabled tools that enhance data accessibility, visualization, reporting, and decision support. Work closely with IT and D&A functions (i.e. data engineering, data governance, data operations) to ensure high data quality, appropriate controls, and compliance.
• AI Enablement and Innovation: Identify, prioritize, and help implement AI use cases that improve business analytics, automate manual reporting, accelerate insight generation, and support more proactive decision‑making across stakeholder groups and business partners.
• Continuous Improvement: Continuously identify opportunities for process improvement, automation, and innovation within the analytics function, including ways to use AI to reduce manual effort and improve speed, consistency, and quality of insights.
• Technical Expertise: Stay abreast of industry trends, emerging technologies, and best practices in business analytics, AI, automation, and data products.
• AI Experimentation & Rapid Prototyping: Foster a culture of innovation by actively exploring emerging AI technologies, analytics tools, and automation capabilities. Roll up your sleeves to rapidly prototype, test, and validate new ideas, translating promising concepts into practical business solutions and scalable capabilities.
• Platform & Solution Development: Partner with technical teams and, where appropriate, directly contribute to the development of analytics products, AI-enabled tools, web applications, and user‑facing solutions that improve access to data, insights, and decision support.

Qualifications

• 7+ years of experience in business analytics and business intelligence within a B2B environment, ideally in financial services or asset management.
• Technical degree in Computer Science, Mathematics, Statistics, or related field.
• Proficiency in data visualization tools (e.g., Tableau, Power BI), statistical software (e.g., Python), and CRM platforms (e.g., Salesforce); with a strong working knowledge and understanding of SQL.
• Demonstrated curiosity and hands‑on experience evaluating, prototyping, and applying emerging AI, automation, and productivity technologies to solve business problems and drive innovation.
• Experience with cloud platforms (e.g., AWS, Azure) and modern data architectures.
• Exceptional leadership and people management abilities, with a focus on fostering a collaborative and results‑driven team culture.
• Excellent analytical, problem‑solving, and decision‑making skills
• Effective communication and stakeholder management skills, capable of conveying complex data and insights to executive teams, business leaders, and partners.

Preferred Qualifications

• Experience developing user‑facing analytics products, including web applications, AI‑enabled tools, portals, or self‑service solutions using technologies such as React, Streamlit, Power Apps, or equivalent frameworks, is an asset.
• Knowledge of asset‑management, financial services, or wealth‑management industries, with an understanding of business partner needs, engagement models, and product priorities.
• Experience leading AI‑enabled analytics initiatives or partnering with technical teams to translate business needs into practical AI solutions.

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

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $125,000- $175,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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