Senior Manager, Strategic Insights

Senior Manager, Strategic Insights –
CI Financial

We are seeking a dynamic and strategic leader to join CI Financial’s Digital Marketing team as a Senior Manager, Strategic Insights. This role will spearhead the planning, measurement, and reporting of key marketing initiatives across CI’s global footprint, with a strong emphasis on financial marketing and data‑driven storytelling. The ideal candidate brings more than just metrics—they bring meaningful insights that drive decision‑making and business impact.

They thrive in a fast‑paced, collaborative environment, are self‑motivated, and ready to hit the ground running with a global perspective. This role demands a deep understanding of digital channels, marketing analytics, and performance optimization within the Finance and Wealth Management industries.

• Lead enterprise‑wide digital analytics initiatives across CI’s business units.
• Develop and execute a strategic roadmap for analytics evolution and priority alignment.
• Deliver executive‑level dashboards and insights tailored to business lines and leadership needs.
• Collaborate with third‑party vendors to enhance reporting capabilities and ensure data integrity.
• Oversee campaign tagging and tracking to ensure accurate, complete, and actionable data.
• Identify and resolve measurement gaps with innovative solutions.
• Translate complex data into strategic insights that align with business goals.
• Drive test‑and‑learn strategies to optimize performance and inform marketing decisions.
• Uncover growth opportunities across content, product, and digital engagement metrics.
• Integrate cross‑channel results into holistic performance narratives for stakeholders.

• Minimum 7+ years in digital analytics, with a strong focus on financial marketing or wealth management.
• Bachelor’s degree in Business, Marketing, Digital Strategy, or Technology; advanced degree a plus.
• Proven ability to connect data to strategy, delivering insights that influence executive decisions.
• Experience presenting findings to senior stakeholders and cross‑functional teams.
• Proficiency in Adobe Analytics, Google Analytics, and data visualization platforms.
• Expertise in marketing analytics platforms and campaign performance measurement.
• Deep understanding of the financial services landscape, including asset and wealth management.
• Familiarity with digital and social media trends relevant to financial audiences.
• Experience in marketing ideation and campaign strategy.
• Exceptional analytical and storytelling skills—able to turn numbers into narratives.
• Strong attention to detail with strategic vision.
• Confident decision‑maker and communicator, comfortable leading presentations.
• Skilled in cross‑functional collaboration and stakeholder engagement.
• Adept at pulling and interpreting metrics from large‑scale digital ecosystems.
• Ability to spot trends and deliver strategic, actionable recommendations.
• Highly organized, responsive, and able to manage multiple priorities under tight deadlines.
• Flexible and adaptable in a global, fast‑moving environment.
• Proactive in challenging the status quo and driving innovation.
• Embodies CI Financial’s culture of excellence, integrity, and impact.
• Working knowledge of SEO / GEO strategy and implementation; experience with Salesforce Marketing Cloud and related tools; familiarity with Tag Management Systems (GTM, Adobe Launch) is a nice to have.

• 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

The anticipated base salary range for this position is $81,000 to $131,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary may vary by geographic location. In addition to base salary, this position is eligible for a bonus program. The Company offers a variety of benefits to eligible employees, including health insurance, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and…