Manager, Institutional Client Solutions & Proposals

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.

What You Will Do

Proposals & Due Diligence

• Own end-to-end delivery of institutional RFPs RFIs and DDQs.
• Be accountable for prioritization quality and on-time execution.
• Partner with Investments Product Operations Compliance Marketing and Relationship Managers and additional functions to source and validate content.
• Ensure accuracy consistency and appropriate escalation of risks or issues.

Loopio Ownership & Optimization

• Own and continuously optimize the Loopio platform leveraging AI
• Build and maintain a trusted library of reusable answers
• Drive adoption governance and best practices across contributors.

Process Improvement AI & Automation

• Improve efficiency and scalability of proposal and due diligence workflows.
• Leverage AI tools (including Copilot and custom agents) to enhance content creation and quality control.
• Modernize institutional client deliverables while maintaining high standards.

Leadership & Execution

• Operate with a leadership mindset
• Bring structure judgment and discipline to a high-volume environment.
• Deliver polished high-quality work that reflects CI GAMs institutional brand.

What You Will Bring

• 2-4 years experience of working on institutional RFP RFI and DDQ processes within asset management or financial services.
• Hands-on experience using Loopio or similar proposal management platforms.
• Exceptional organizational skills attention to detail and ability to prioritize effectively under pressure.
• A self-starter mindset with strong initiative accountability and follow-through.
• Comfort leveraging technology and AI tools (e.g. Copilot) to improve workflows and productivity.
• Strong written and verbal communication skills with the ability to synthesize complex information clearly.
• Degree in Finance Business Accounting Economics or a related field.
• Professional designations (e.g. CFA CIM CFP or other CSI courses) are an asset

Why This Role

• Central role within the Institutional team with direct impact on business growth and client outcomes.
• Opportunity to build modernize and scale a critical function.
• High exposure to senior stakeholders across investments operations and distribution.
• A platform to bring new ideas improve processes and make a tangible difference.

This role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$69500 to $119500. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus addition The Company offers a variety of benefits to eligible employees including health insurance coverage wellness programs life and disability insurance retirement savings plans paid leave programs education-related programs paid holidays and vacation time and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

A Supportive Environment for Success

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

WHAT WE OFFER

• 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 Topup program
• Paid time off for Volunteering

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.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. 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 or call ext. 4747.