Director of Data Integration

CI Financial; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

CI Financial is seeking a Director of Data Integration to lead the integration team and manage client onboarding processes. The ideal candidate will have a strong background in the brokerage industry, technical expertise in .NET and SQL, and a collaborative spirit. Join a dynamic team focused on delivering innovative solutions in a supportive environment.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Paid time off for Volunteering

Qualifications

• Minimum of 10 years of relevant work experience in brokerage or securities.
• Experience with clearing book of record systems.
• Extensive understanding of the brokerage industry and CIRO regulations.

Responsibilities

• Lead a team to develop and refine the integration layer.
• Define onboarding strategy for new clients.
• Ensure accuracy of converted client data.

Skills

Problem-solving

Teamwork

Attention to detail

Education

Bachelor’s Degree in Computer Science

Tools

.NET

C#

SQL

FIX protocol

Job description

Direct message the job poster from CI Financial

Full Lifecycle Technical Recruiting | Diversity Focused | Talent Management

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.

CI Investment Services is a leading Canadian Broker Dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.

We set ourselves apart in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, collaborative group with a clear vision and goal. As the Director of Data Integration, you will be part of our book of record technology team, coordinating with business partners to onboard new clients, support existing clients, and integrate third-party systems into our book of record system via API, FIX, and ETL files.

You will lead a team of Developers and Business Systems Analysts (BSAs) to develop and refine our integration layer. A deep understanding of the brokerage industry and trading is essential. If you are a seasoned professional with extensive industry knowledge, a collaborative spirit, and a passion for making a difference, we encourage you to apply.

Key Responsibilities

1. Foster strong relationships with Portfolio Managers, Introducing Brokers, and technology partners.
2. Define the scope and onboarding strategy for new Portfolio Managers and Introducing Brokers.
3. Define the scope and strategy for integrating with internal and external technology platforms.
4. Lead the integration team in enhancing REST APIs and ETL extracts.
5. Collaborate closely with the team to ensure our platform is properly configured and the onboarding strategy is clearly understood.
6. Identify system gaps and manage them through the project intake process.
7. Ensure the accuracy of converted client data, including assets under administration.
8. Keep business and technical teams updated on conversion progress.
9. Monitor and ensure the completion of business tasks, mock conversions, and pre/post-validation according to the execution plan/runbook.
10. Support the sales team by meeting with prospects to answer questions and provide information and recommendations as needed.
11. Supervise individuals responsible for data mapping and the creation of validation reports.

What You Will Bring

1. Educational Background: Bachelor’s Degree in Computer Science, Computer Engineering, or a related field.
2. Technical Skills:
3. Understanding of .NET, C#.
4. Proficiency in SQL required.
5. Experience with advanced Source Control features (branching/merging).
6. Familiarity with the FIX protocol and order flow.
7. Experience planning and overseeing large integrations and data conversion projects.

Professional Experience:

1. Minimum of 10 years of relevant work experience in a similar role in the brokerage/securities financial industry.
2. Experience with clearing book of record systems. (ISM, BPS, Dataphile, RPM R-Broker, Univeris, TorStone, FIS, WinFund, VieFUND, etc.)
3. An extensive understanding of the clearing firms, brokerage industry, brokerage operations, CIRO regulations.

Soft Skills:

1. Excellent problem-solving abilities
2. Ability to work effectively in a team environment
3. High attention to detail and a proactive approach to work
4. Able to come into our Toronto location a minimum of 3 days per week

Why Join Us?

• Innovative Environment: Work with lightweight technology in a fast-paced, dynamic industry.
• Professional Growth: Opportunities for continuous learning and career advancement.
• Collaborative Culture: Be part of a supportive team that values collaboration and innovation.
• Impactful Work: Contribute to a critical aspect of our business, ensuring our clients can trade and transact efficiently and effectively.

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 Top–up 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 at [e-mail], or call 416-364-1145 ext. 4747.