Senior Business Manager, Advisory

CI Financial Corp

Base: $115,000-155,000 usd py; bonus/equity: not s...
Onsite
5-6 years strategy or consulting experience
Advanced powerpoint and excel skills
Executive-ready presentation creation
The role supports high-net-worth individuals by managing strategic projects and integration programs to preserve wealth for future generations

Job Summary

  • The role supports high-net-worth individuals by managing strategic projects and integration programs to preserve wealth for future generations.
  • Candidates will build executive-ready presentations, manage project trackers, and maintain infrastructure artifacts like dashboards and playbooks.
  • The company offers a comprehensive benefits package including 401(k) matching, generous medical plans, and paid professional designations.

Matching Summary

The role supports high-net-worth individuals by managing strategic projects and integration programs to preserve wealth for future generations.

Salary

Base: $115,000-155,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical/dental/vision, parental leave

Skills & Requirements

Must-have

  • 5-6 years strategy or consulting experience
  • Advanced PowerPoint and Excel skills
  • Executive-ready presentation creation
  • Project management across strategic workstreams
  • Onsite work 4 days per week requirement

Nice-to-have

  • Familiarity with BI/analytics tools
  • Experience in wealth or financial services
  • Strong stakeholder communication skills
  • Process improvement mindset
  • Change management capabilities

Key Requirements

  • 5-6 years in strategy, consulting, PMO, or business operations
  • Unrestricted work authorization in the United States
  • U.S. citizenship or permanent resident status required
  • Must be 18 years of age or older

Work Rights

Must have unrestricted work authorization; US citizens or permanent residents preferred

Tailored Resume

Cover Letter