{"id":986948,"url":"https://alion.io/job/ci-financial-director-ma-operations","title":"Director, M&A Operations","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":14,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":33,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":93000,"max":143000,"currency":"CAD","period":"year","gross":null,"usd_annual":100381},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-15T00:00:00Z","employer_posted_date":"2026-09-15","last_verified_at":"2026-11-10T00:58:30Z","board_verified":true,"closed_at":null,"days_open":56,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":56},"description":"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.\nThe Director, M&A Operations is responsible for leading the operational execution of the organization's book purchase and M&A initiatives from transaction close through successful integration.Reporting to the SVP, Head of Business Operations, CI Wealth, this role owns the M&A operating framework, integration governance model, transaction execution process, and cross-functional delivery required to successfully onboard acquired advisor businesses into the organization. The Director serves as the central leader coordinating all execution activities, ensuring transactions progress efficiently, risks are mitigated, stakeholders remain aligned, and integration objectives are achieved.\nWorking in close partnership with the SVP, Business Development, who leads deal origination and transaction negotiations, and the SVP, Head of Business Operations, CI Wealth, who establishes the integration vision, strategic priorities, and future-state operating model, the Director is accountable for translating strategic direction into actionable plans and delivering successful outcomes.\nThis role will coordinate cross-functional teams across Finance, Legal, Compliance, Sales, Managed Solutions, HR, etc.\nThe ideal candidate is an experienced operator who combines strong project leadership, M&A expertise, operational excellence, stakeholder management, and change leadership capabilities in a fast-paced growth environment.\nWHAT YOU WILL DO\nM&A Transaction Leadership & Execution\nOwn the execution framework supporting all book purchase and Canadian Wealth M&A transactions.\nLead transaction planning and execution from signed deal through integration completion.\nDevelop and manage integration roadmaps, project plans, milestones, dependencies, budgets, and resource requirements.\nDrive execution across concurrent transactions, ensuring priorities remain aligned and deliverables are completed on schedule.\nIdentify execution risks, recommend mitigation strategies, and escalate key decisions requiring executive direction.\nAct as the primary operational leader responsible for ensuring successful transaction delivery.\nCross-Functional Management\nProject manage cross-functional transaction teams consisting of Operations, Technology, HR, Finance, Compliance, Legal, Marketing, and Advisor Transition stakeholders.\nEstablish clear ownership, timelines, deliverables, and success measures for each workstream.\nResolve execution challenges and remove barriers to delivery.\nInfluence leaders and stakeholders at all levels to ensure alignment and timely completion of commitments.\nServe as the central point of coordination across all integration activities.\nGovernance & Decision Support\nOwn governance structures supporting M&A and book purchase activities.\nLead steering committee meetings, integration reviews, and executive project updates.\nMaintain enterprise visibility into all active transactions, including risks, issues, decisions, and key milestones.\nPrepare concise executive reporting and provide recommendations to support strategic decision-making.\nEscalate critical issues requiring SVP and President review and approval.\nM&A Operating Model & Continuous Improvement\nOwn and continuously enhance the organization's M&A execution playbook and governance framework.\nEstablish standardized methodologies, templates, checklists, and operating procedures.\nDrive consistency and scalability across all acquisition and integration activities.\nIncorporate lessons learned from completed transactions into future execution planning.\nIdentify opportunities to improve transaction speed, integration effectiveness, and overall execution quality.\nWHAT YOU WILL BRING\nUniversity degree in Business, Finance, Operations, Commerce, or a related field.\n8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A transactions, or large-scale projects.\nExperience within wealth management, financial services, or another regulated industry is preferred.\nDemonstrated experience managing acquisition, integration, or book purchase activities from planning through execution.\nStrong project management skills with the ability to lead multiple concurrent initiatives, manage risks, and drive results against demanding timelines.\nProven ability to influence and coordinate stakeholders across Operations, Finance, Legal, Compliance, Technology, HR, and Sales without direct authority.\nExperience developing and implementing governance frameworks, operating models, playbooks, processes, and continuous improvement initiatives.\nStrong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.\nExcellent communication, presentation, and executive stakeholder management skills.\nStrong problem-solving, decision-making, and change leadership capabilities.\nHighly organized, accountable, and execution-focused, with the ability to thrive in a fast-paced, growth-oriented environment.\nPMP, Prosci, Lean Six Sigma, or other relevant project management or change management certifications are considered an asset.\nThis opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $143,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In 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.\nThis role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.\nCI 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.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe 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.\nPlease 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 ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":8337,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T00:12:24Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.513,"p_room":0.45,"age_days":56,"expected_fill_days":33,"reasons":["conf:5","stale_co","win:tail"],"computed_at":"2026-11-10T06:52:35Z"},"pay":{"stated_usd_annual":100381,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-director-ma-operations","json_url":"https://alion.io/job/ci-financial-director-ma-operations.json","meta":{"generated_at":"2026-11-10T07:14:06Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16806,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-director-ma-operations"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-director-ma-operations"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-director-ma-operations"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-director-ma-operations\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-director-ma-operations"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":986948}},{"tool":"search_jobs","arguments":{"company":"cifinancial.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":986948},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}