Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Manager, Business Insights & Analytics is responsible for transforming advisor, client, portfolio, sales, and operational data into meaningful business intelligence that supports decision-making across the Wealth Advisory business. This role serves as a key business partner, helping stakeholders better understand advisor practices, client activity, sales performance, portfolio composition, and operational effectiveness. The incumbent will play a critical role in advancing data-driven decision-making while supporting the evolution of the firm's wealth platform as a trusted and comprehensive source of business intelligence.

Responsibilities

Analyze advisor, client, portfolio, operational, and sales data to identify trends, opportunities, risks, and business performance drivers.
Conduct deep-dive analysis to support strategic business decisions, growth initiatives, advisor engagement strategies, and operational improvements.
Transform raw data into actionable insights and business recommendations.
Identify opportunities to improve advisor productivity, client outcomes, operational efficiency, and business growth.
Leverage advisor and portfolio data to identify growth opportunities, client segmentation strategies, wallet-share opportunities, and advisor engagement insights.
Develop analytical approaches that move stakeholders beyond understanding "what happened" to understanding "why it happened" and "what should happen next."
Translate complex analytical findings into practical business recommendations tailored to Operations, Sales, Advisor, and Executive audiences.
Develop meaningful reporting and insights related to advisor books of business, client acquisition, retention, and engagement, sales performance and business development activity, portfolio composition, asset concentration, and opportunity analysis, and operational effectiveness and service delivery.
Partner with Sales leadership to develop advisor and client intelligence reporting that supports business development, opportunity identification, market penetration, and revenue growth initiatives.
Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
Deliver insights that help stakeholders better understand advisor behaviour, client segmentation, business trends, and sales effectiveness.
Analyze data across multiple business and operational sources to uncover opportunities that may not be apparent through traditional reporting.
Develop, maintain, and enhance dashboards, scorecards, executive reporting, and analytical tools.
Create reporting solutions that are scalable, intuitive, and tailored to stakeholder needs across the organization.
Design reporting outputs and insight presentations that effectively communicate findings and recommended actions.
Partner with Wealth Operations leadership to establish meaningful business metrics, KPIs, and performance indicators.
Present findings and recommendations to leaders in a clear, concise, and compelling manner.
Collaborate with stakeholders to continuously improve the usability, relevance, and adoption of reporting solutions.
Build strong relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior business leadership teams.
Act as a trusted advisor on reporting, analytics, and business intelligence opportunities.
Gather and translate business requirements into data, reporting, and analytical solutions.
Partner with stakeholders to understand information needs and ensure reporting outputs support informed decision-making.
Work collaboratively across teams to enhance the value and impact of analytics throughout the Wealth Advisory business.
Support initiatives to improve data quality, integrity, governance, and reporting consistency.
Partner with Technology and Data teams to improve data accessibility and reporting capabilities.
Contribute to the ongoing evolution of the wealth platform as a trusted single source of truth for advisor, client, sales, and operational reporting.
Help standardize business definitions, performance metrics, and reporting methodologies.
Support the development of scalable business intelligence capabilities and self-service reporting solutions.

Requirements

Success in this role requires strong wealth industry knowledge, advanced analytical capability, and the ability to translate data into compelling business narratives for a wide range of audiences.
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.

Skills

Business Intelligence
Strategic Analysis
Data Analysis
Reporting
Data Visualization
Stakeholder Management
Data Governance
Business Acumen

Location

In-office

Work Type

Full-time

Experience Level

Manager

Benefits

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

About the Company

CI Financial is an independent company offering global wealth management and asset 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.

Equal Opportunity

We are focused on building a diverse and inclusive workforce.
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.