Security Master and Pricing, Operations Director

6 months ago

Toronto, Canada CI Financial Full time

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. 

This role will lead the CI Canadian Wealth Security Master and Pricing (“SM&P”) team. The SM&P team is responsible for providing accurate and timely reference and pricing data to all down-stream systems and lines of business across trading, operations, and regulatory obligations. This individual will play a critical role in transforming the pricing function across all Canadian Wealth entities.

Responsibilities

Oversight of the SM&P team to ensure data quality of mutual funds, equities, options, corporate, government, municipal bond and alternative investment reference/market data in accordance with the firm’s policies and procedures Collaborate with department heads and team leaders to implement best practices and industry leading pricing policies and procedures Conducting data cleansing campaigns and coordinating vendor challenges to ensure internal and vendor data are in sync. Oversight of the continuous improvement of data quality procedures and controls Maintain and improve documentation and procedures regarding workflow processing and reporting Provide regular updates to executive management on key initiatives and issues in order to drive business results

Experience & qualifications:

Minimum seven years of experience in SM&P roles, including in leadership positions with team management responsibilities In-depth knowledge of end-to-end pricing at self-clearing financial institutions Experience working with data from a variety of pricing vendors for mutual funds, equities, options, fixed income and alternative investments Wealth management and custodian experience required

Knowledge, Skills, and Abilities:

Strong understanding of pricing concepts and practices Extensive industry experience managing security master teams Drive for continuous improvement and an ability to challenge existing processes Ability to work in a fast-paced environment to meet strict deadlines A demonstrable ability to build strong and meaningful professional relationships with the organization’s executives and cross-functional business partners Strong analytical, organizational, planning, and problem-solving skills and possesses the desire to find solutions Ability to handle multiple tasks and prioritize tasks effectively to meet deadlines. Good verbal and written communication skills, able to present complex information to audiences in a succinct, easy-to-digest manner A demonstrable ability to build strong and meaningful professional relationships with the organization’s executives and cross-functional business partners Able to think strategically and see the big picture but then can quickly transition to a more detailed mindset to ensure deliverables are accurate and of high quality

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. 

WHAT WE OFFER 

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Volunteer paid Days

Complimentary vending machines


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.

  • Analyst - Security Master and Pricing

    2 weeks ago

    Toronto, Canada CI Financial Full time

    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. Key...

  • Team Leader

    2 weeks ago

    Toronto, Canada CI Financial Full time

    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. The Team...

  • Director, Pricing Strategy

    3 months ago

    Toronto, Canada Okta Full time

    **Get to know Okta** Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security...

  • Director, Pricing

    3 months ago

    Toronto, Canada Fasken SLP Full time

    **Who We Are** Fasken is a leading international business law and litigation firm, and was voted one of Canada’s Best Employers for 2024. Our firm’s 950 lawyers are located across offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London and Johannesburg and an office in the professional and retail district known as Taza...

  • Associate Director, Pricing

    1 month ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you will be responsible for the effective leadership and oversight of the Data Service Delivery Pricing team. You will ensure that the Pricing team consistently delivers a high level of service to our partners and clients in terms of accuracy, timeliness, data quality and responsiveness. The role...

  • Associate Director, Pricing

    3 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    Job Summary ...

  • Director, Analysis

    1 month ago

    Old Toronto, Canada Director File Full time

    Reporting to the Senior Director of Threat Intelligence, you will be responsible for intelligence collection, analysis, and production. You will be assessing trends and providing recommendations to support end-users across the enterprise.Skills:Experience working within Threat Intelligence. A background in a Security Operations Center is nice to...

  • VP Director

    4 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • VP Director

    4 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • Director, Brand Marketing

    4 weeks ago

    Toronto, Canada Spin Master Ltd Full time

    Are you a kid at heart looking to build a career with a leading global children's toy, entertainment and digital gaming company? At Spin Master, our unwavering commitment to open mindedness, integrity and innovation is a great part of what has made us an industry leader. How do we stay ahead of the pack? By hiring the best and brightest minds—and that’s...

  • Lead Data Pricing Strategist

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking an experienced Lead Data Pricing Strategist to join our team at Royal Bank of Canada. This is a full-time, salaried position with a competitive compensation package.Job SummaryThe successful candidate will be responsible for leading the Data Service Delivery Pricing team, ensuring accurate and timely delivery of pricing data to...

  • Global Commercial Pricing Director

    3 months ago

    Toronto, Canada Arcadis Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world’s most complex...

  • Director of Securities Operations

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Seize the Opportunity to Lead in Securities OperationsWe are seeking a seasoned professional to assume responsibility for our Euroclear securities settlement processes and associated control functions. As an Associate Director, you will lead a diverse team of operations professionals, ensuring efficient and controlled processes align with our business...

  • Director, Security Transformation

    4 months ago

    Old Toronto, Canada LZ Security & Service GmbH Full time

    As the Director of Security Transformation, you will lead the enhancement of the Security strategy through the development of a multi-year roadmap. Key responsibilities include:Development of a multi-year cyber security roadmap and executing on a revamped security strategy.Working with vendors and executing RFPs.Managing, growing, and mentoring the current...

  • Security Intern

    6 months ago

    Toronto, Canada Spin Master Ltd Full time

    Are you a kid at heart looking to build a career with a leading global children's toy, entertainment and digital gaming company? At Spin Master, our unwavering commitment to open mindedness, integrity and innovation is a great part of what has made us an industry leader. How do we stay ahead of the pack? By hiring the best and brightest minds—and that’s...

  • Director, Strategic Pricing

    3 months ago

    Greater Toronto Area, Canada AutoTrader.ca Full time

    TRADER Corporation is a trusted Canadian leader in online media, dealer, and lender services. The company is comprised of AutoTrader.ca, AutoSync, and Dealertrack Canada. AutoTrader.ca (AutoHebdo.net in Quebec) offers the largest inventory of new cars and used cars in Canada, receiving over 25 million monthly visits to its marketplace. With over 3,500...

  • Director, Strategic Pricing

    4 months ago

    Greater Toronto Area, Canada AutoTrader.ca Full time

    TRADER Corporation is a trusted Canadian leader in online media, dealer, and lender services. The company is comprised of AutoTrader.ca, AutoSync, and Dealertrack Canada. AutoTrader.ca (AutoHebdo.net in Quebec) offers the largest inventory of new cars and used cars in Canada, receiving over 25 million monthly visits to its marketplace. With over 3,500...

  • Manager, Pricing Exceptions

    3 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Home Equity Financing (HEF) is the leading lender of residential mortgages in Canada with over $400 Billion in assets. The Home Equity Financing Pricing team is key to ensuring strong profitable growth of the HEF portfolio by setting pricing strategy for all mortgages and secured lines of credit, executing...

  • Target Price Manager

    4 weeks ago

    Toronto, Canada Bechtel Full time

    **Requisition ID: 276982** - ** Relocation Authorized: None**: - ** Telework Type: Full-Time Office/Project**: - ** Work Location: Toronto, ON** **Extraordinary teams building inspiring projects**: Since 1898, we have helped customers complete more than 25,000 projects in 160 countries on all seven continents that have created jobs, grown economies,...

  • Director IT Security

    7 months ago

    Toronto, Canada Workplace Safety and Insurance Board Full time

    This role is accountable for institutionalizing critical IT cyber security and risk management activities; directly assessing and holistically managing all aspects of cyber security and IT risk brought to bear on the enterprise; and directing the planning and implementation of enterprise IT system, business operation, and facilitating defenses against...