Director, M&A Operations

Own and continuously enhance the organization's M&A execution playbook and governance framework.

Establish standardized methodologies, templates, checklists, and operating procedures.

Drive consistency and scalability across all acquisition and integration activities.

Incorporate lessons learned from completed transactions into future execution planning.

Identify opportunities to improve transaction speed, integration effectiveness, and overall execution quality.

University degree in Business, Finance, Operations, Commerce, or a related field.

8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A transactions, or large-scale projects.

Experience within wealth management, financial services, or another regulated industry is preferred.

Demonstrated experience managing acquisition, integration, or book purchase activities from planning through execution.

Strong project management skills with the ability to lead multiple concurrent initiatives, manage risks, and drive results against demanding timelines.

Proven ability to influence and coordinate stakeholders across Operations, Finance, Legal, Compliance, Technology, HR, and Sales without direct authority.

Experience developing and implementing governance frameworks, operating models, playbooks, processes, and continuous improvement initiatives.

Strong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.

Excellent communication, presentation, and executive stakeholder management skills.

Strong problem-solving, decision-making, and change leadership capabilities.

Highly organized, accountable, and execution-focused, with the ability to thrive in a fast-paced, growth-oriented environment.

PMP, Prosci, Lean Six Sigma, or other relevant project management or change management certifications are considered an asset.

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.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.