Mackenzie Investments

  • Manager, CSO Transformation Services

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(8/8/2018 2:50 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Experienced, Management
    Years of Experience
  • Job Description

    IGM Financial Inc. is one of Canada's premier personal financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $156 billion in total assets under management as of March 31, 2018. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.


    As part of Power Financial Corporation, we are focused on the long-term strength and stability of our companies. We recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.




    The Client Services Operations (CSO) Transformation Services (TS) department is a key stakeholder in assisting with the transformation of the business by leveraging technology and automation to meet the organization’s strategic mandate. The team acts as the CSO lead in all business and technology initiatives related to transformation by providing subject matter expertise and representing the division through active participation.  TS is also responsible for the service organizations’ Risk Management functions, as well as Mortgage, Insurance, Legacy and Compensation servicing.


    Supporting the Assistant Vice President, CSO Automation and Transformation, the Manager, CSO Transformation is responsible for the leadership of a team of specialized professionals, accountable to manage a variety of activities related to business transformation initiatives.  The teams execute across multiple automation work streams and manages deliverables on behalf of the Client Services Organization.  The manager will provide guidance to ensure goals are achieved, as their team works through each transformation initiative; also oversight of other services through the provision of expert business knowledge and process consulting is key.  The manager will also act as the CSO lead for assigned initiatives, as well as support their team to ensure effective, efficient and quality delivery of automation activities aligned with our stakeholder business units and corporate partners. 


    Major Responsibilities Include:

    • Acts as CSO lead for transformation initiatives impacting the service organization; and responsible to lead and direct aligned CSO resources to manage related work assignments
    • Consults and participates in initiatives related to division’s Transformation mandate as an operational knowledge specialist
    • Collaborates with CSO stakeholders and project team while acting on behalf of the business/service organization
    • Leads group of Business Specialists and determines/coordinates business resourcing requirements to support various Transformation initiatives and/or work assignments where CSO is a stakeholder
    • Oversees research conducted and assessment of business solutions offered; provides all recommendations for relevant decisions
    • Assesses employee performance related to their role in the completion of automation and technology deliverables; provides coaching and feedback
    • Provides regular status updates to the TS management team on initiatives



    • 10 years or more experience in the Financial Services industry
    • Experience and/or exposure to front and back office servicing is an asset
    • Exceptional time management skills in a deadline oriented environment
    • Strong oversight and monitoring skills related to the management of many initiatives and/or tasks
    • Effective coaching abilities
    • Knowledge of change management principles and tools and ability to apply them effectively
    • Proactive and demonstrates solid decision-making skills
    • Exceptional interpersonal, verbal and written communication skills
    • Able to focus on detail while understanding and always connecting to the big picture
    • Able to work collaboratively with internal and external business partners
    • Excellent problem solving and analytical skills
    • Deep knowledge of the MS Office Suite and alternative communication/analytical tools
    • Extensive business and system knowledge/technical aptitude



    • University Degree; ideally Business related


    Internal Applicants:

    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by August 16, 2018.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 12. The referral bonus for this position is 2.


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


    Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


    Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.


    File #18-176


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