Senior Manager AI Business Transformation & Workflow Redesign

Job Description

Referral Level: Level 2

Mackenzie Investments

Senior Manager, AI Business Transformation & Workflow Redesign

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values:
Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Role:
As Senior Manager, AI Business Transformation & Workflow Redesign, you will join the AI Enablement team and lead the redesign of high-value business workflows enabled by AI across Mackenzie Investments. You will work within the strategic direction established by the Vice President, AI Strategy & Business Transformation and partner with business leaders to translate AI priorities into practical operating model changes and measurable business outcomes.

This role focuses on how work should change: mapping current-state processes, identifying opportunities to improve advisor and client experience, employee productivity, risk control, speed, quality and scalability, and designing future-state workflows that can be implemented and adopted. You will work closely with AI enablement, technology, data, architecture, risk, legal, compliance, privacy, security, change and business teams. Success will be measured by sustained adoption, measurable business value and the extent to which AI initiatives strengthen Mackenzie’s operating model and competitive position.

Key Responsibilities:

• Lead current-state workflow diagnostics across priority business areas, including distribution, marketing and product.
• Facilitate working sessions to identify pain points, manual effort, control gaps, decision bottlenecks, data needs and opportunities for AI-enabled transformation.
• Design future-state workflows that integrate AI, automation, data, human judgment, governance, controls and clear role accountabilities.
• Translate strategic AI opportunities into initiative charters, business requirements, workflow maps, use cases, success measures and implementation roadmaps.
• Lead the business-side implementation and adoption of AI-enabled workflow changes, including stakeholder engagement, training, communications and readiness planning.
• Define practical KPIs, establish baseline measures and track benefits such as productivity, cycle time, quality, risk reduction, advisor and client experience, revenue enablement and cost-to-serve.
• Embed responsible AI, privacy, security, legal, compliance, model risk, operational risk, records management and human-oversight requirements into workflow design.

Required Qualifications:

• Bachelor’s degree in business, finance, economics, engineering, information systems, technology or a related discipline, or equivalent experience.
• Minimum 8-10 years of professional experience in business transformation, operating model redesign, process improvement, consulting, product or process management, digital transformation, financial services or a related field.
• Demonstrated experience leading complex, cross-functional business change initiatives from discovery through implementation and adoption.
• Strong…