Program Manager-Strategic Charitable Giving Foundation

Grade: P7

Referral Levelկին:
Level 1

Division: IGM-AMO

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian คร financial advisors and their clients.

The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvementાવવામાં and strives to build an environment where employees are empowered to take innovative approaches to their work.

The Strategic Charitable Giving Foundation is a donor‑advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including contact center.

Client Solutions is looking for a knowledgeable, challenge‑seeking, driven, and inquisitive self‑starter to join our leadership team as a Program Manager. Reporting to the Senior Manager, the successful candidate will be responsible for providing operational guidance and direction to all levels within the organization for Strategic Charitable Giving Foundation and operational services that are complex in nature. The goal is to ensure alignment across departments and companies, and compliance with internal processes and regulatory obligations.

The role will also actively participate as a divisional business expert representative. The Program Manager will provide support in deep business knowledge for new technology and automation initiatives, supporting the relevant decision‑making processes to execute established business solutions.

• Acts as the operational business expert within the Mackenzie and IG Wealth Management service organization for Strategic Charitable Giving Foundation.

• Provides operational business expertise with respect to investment product changes/launches to assess the impact and application on our business. Responsible for the review and interpretation of product‑related documents; provides guidance and recommendations on how these can be integrated into our operational environment.
• Researches and responds to exceptional technical and product inquiries from an operational perspective from internal and external parties including sales, marketing, compliance, plan sponsors, advisors, and regulators.
• Remains abreast of regulatory requirements and changes and determines the operational impact on company policies/procedures/systems ensuring compliance with regulatory obligations.
• Works with internal partners on a regular basis to ensure policy/procedures, training documentation, marketing material, and applications are accurate and compliant with applicable regulations and internal practices.
• Supports initiatives and provides guidance/direction pertaining to technology and automation initiatives.
• Conducts research and assesses different solutions/recommendations in relation to integrating technology while considering product and regulatory limitations/changes.

• Post‑secondary degree or diploma in business or a relevant field.
• Greater than 5 years' experience in the Financial Services Industry.
• Expert knowledge of SCGF program and processes is an asset.
• Strong analytical, problem‑solving and organization skills.
• Experience participating in…