Insights and Reporting Manager, Knowledge Management

Job Description

Referral:
Level 1

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310billionin assetsas 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  accountable;we foster clarity and are empowered to act  a team;we are united to drive collective impact to achieve our goals.

As part of Operations Support Services within Enterprise Operations Enablement, the Knowledge Management (KM) team serves as a Center of Excellence (COE) for content management. It supports IGM Operations and collaborates with other divisions to establish best practices and governance frameworks for knowledge and content management.

The KM domain is becoming increasingly sophisticated, driven by the evolving capabilities of AI and the advancement of content management systems. These technologies are integrated across all phases of content governance - including curation, editing, approval and monitoring, enhancing functionality and strategy.

We are seeking a Reporting and Insights Manager for a 6-month term position from July to December. This role offers an opportunity to lead the development, deployment, and optimization of Coveo AI Search and oversee the management and enhancement of our Content Management System (CMS), Sierra.

The successful candidate will play a pivotal role in advancing our Knowledge and Content Management strategy. This includes driving platform releases, improving search relevance, enabling data-driven insights and fostering a culture of knowledge sharing across the enterprise.

• Search Engine (Coveo) and Content Management System (CMS – SharePoint) Management
• Maintenance
  :
  Perform regular updates, troubleshooting, and performance monitoring of Coveo and CMS platforms. Ensure seamless operation by addressing technical issues and applying system enhancements.
• Improvement
  :
  Drive continuous enhancements of search and content platforms, including relevance turning, query pipeline optimization, and metadata configuration within Coveo.
• Release implementation
  :
  Lead the deployment of Coveo releases and CMS updates. Integrate Coveo with platforms like Salesforce, and SharePoint, develop new features, and optimize existing functionalities to support the content lifecycle process.
• Data Analysis
  :
  Use tools such as Power BI and Coveo Usage Analytics to analyze user behaviour, search performance, and content engagement. Apply insights to improve AI search relevancy and content governance.
• Collaboration
  :
  Partner with developers, product owners, and business stakeholder to identify content gaps, search deficiencies, and opportunities for platform innovation
• Training and Support
  :
  Deliver training and user support for CMS and Coveo platforms, ensuring teams can efficiently access and manage knowledge assets
• Documentation
  :
  Maintain detailed documentation of Coveo configurations, CMS workflows, deployment processes and best practices.
• Compliance and Security
  :
  Ensure adherence to security protocols and regulatory standards. Implement measures to safeguard content integrity, confidentiality and availability.
• Consultation expertise
• Serve the Center of Excellence (CoE)…