Mackenzie Investments
Mackenzie Investments Director, Client Portals
Job Description
Join Mackenzie Investments as the Director of Client Portals in Toronto, where you will shape the digital experience for advisors and investors through innovative client portals.
In this pivotal role, you will own the business roadmap, ensuring seamless digital engagement and self-service capabilities. By leading interactions with agile delivery teams and collaborating with Marketing and Sales, you will enhance client satisfaction and servicing efficiency. Your expertise will support key projects related to Salesforce and OneVest, positioning Mackenzie as a leader in digital financial services.
Key Responsibilities:
• Manage launch and refinement of client portals
• Align digital capabilities with client journeys
• Facilitate working sessions across departments
• Define business requirements and technological solutions
• Present updates and insights to leadership
Requirements:
• University degree in Business or related discipline
• 8-10+ years in wealth ma...
In this pivotal role, you will own the business roadmap, ensuring seamless digital engagement and self-service capabilities. By leading interactions with agile delivery teams and collaborating with Marketing and Sales, you will enhance client satisfaction and servicing efficiency. Your expertise will support key projects related to Salesforce and OneVest, positioning Mackenzie as a leader in digital financial services.
Key Responsibilities:
• Manage launch and refinement of client portals
• Align digital capabilities with client journeys
• Facilitate working sessions across departments
• Define business requirements and technological solutions
• Present updates and insights to leadership
Requirements:
• University degree in Business or related discipline
• 8-10+ years in wealth ma...