Director, Business Analytics and Insights

CI Financial•Toronto, ON

2d•Onsite

About The Position

CI Financial is seeking a dynamic and visionary leader to join our D&A team as the Director of Business Analytics and Insights. In this pivotal role, you will drive strategic initiatives that enhance business performance and stakeholder engagement by combining strong business partnership, data-driven insights, and practical application of AI-enabled analytics. You will lead a talented analytics team to deliver impactful solutions, identify opportunities to automate and scale insight generation, and ensure analytics capabilities align with our company's goals and values.

Requirements

7+ years of experience in business analytics and business intelligence within a B2B environment, ideally in financial services or asset management.
Technical degree in Computer Science, Mathematics, Statistics, or related field.
Proficiency in data visualization tools (e.g., Tableau, Power BI), statistical software (e.g., Python), and CRM platforms (e.g., Salesforce); with a strong working knowledge and understanding of SQL.
Demonstrated curiosity and hands-on experience evaluating, prototyping, and applying emerging AI, automation, and productivity technologies to solve business problems and drive innovation.
Experience with cloud platforms (e.g., AWS, Azure) and modern data architectures.
Exceptional leadership and people management abilities, with a focus on fostering a collaborative and results-driven team culture.
Excellent analytical, problem-solving, and decision-making skills
Effective communication and stakeholder management skills, capable of conveying complex data and insights to executive teams, business leaders, and partners.

Nice To Haves

Experience developing user-facing analytics products, including web applications, AI-enabled tools, portals, or self-service solutions using technologies such as React, Streamlit, Power Apps, or equivalent frameworks, is an asset.
Knowledge of asset management, financial services, or wealth management industries, with an understanding of business partner needs, engagement models, and product priorities.
Experience leading AI-enabled analytics initiatives or partnering with technical teams to translate business needs into practical AI solutions.

Responsibilities

Lead and manage a team of business analytics professionals to deliver high-quality insights and actionable recommendations to business stakeholders and partners.
Collaborate with business leaders and partners to understand priorities, challenges, and opportunities, using data to guide strategies that improve effectiveness, engagement, and outcomes. Develop and manage analytics strategies that provide actionable insights for key stakeholders, focusing on performance tracking, engagement, and growth opportunities.
Develop and maintain strong relationships with key stakeholders within the organization to ensure alignment and collaboration on business objectives.
Present findings, insights, and recommendations to senior leadership and other key stakeholders in a clear and compelling manner, translating complex data into actionable reports and strategic plans.
Establish and track key performance indicators (KPIs) and relevant metrics to measure business performance, engagement, and operational activities. Continuously monitor, create dashboards, and report on these metrics, providing actionable insights to optimize outcomes.
Drive the adoption of analytics, automation, and AI-enabled tools that enhance data accessibility, visualization, reporting, and decision support. Work closely with IT and D&A functions (i.e. data engineering, data governance, data operations) to ensure high data quality, appropriate controls, and compliance.
Identify, prioritize, and help implement AI use cases that improve business analytics, automate manual reporting, accelerate insight generation, and support more proactive decision-making across stakeholder groups and business partners.
Continuously identify opportunities for process improvement, automation, and innovation within the analytics function, including ways to use AI to reduce manual effort and improve speed, consistency, and quality of insights.
Stay abreast of industry trends, emerging technologies, and best practices in business analytics, AI, automation, and data products.
Foster a culture of innovation by actively exploring emerging AI technologies, analytics tools, and automation capabilities. Roll up your sleeves to rapidly prototype, test, and validate new ideas, translating promising concepts into practical business solutions and scalable capabilities.
Partner with technical teams and, where appropriate, directly contribute to the development of analytics products, AI-enabled tools, web applications, and user-facing solutions that improve access to data, insights, and decision support.