Vice President, Sales Effectiveness & Productivity

Mackenzie Financial Corporation•Toronto, ON

3d•Hybrid

About The Position

IGM Financial is seeking a Vice President, Sales Effectiveness and Productivity with end-to-end accountability for technology strategy, product delivery, and modernization agenda supporting IG Wealth Management’s core advisory and productivity capabilities. Reporting to the SVP, Head of IG Portfolios, this executive will shape and execute a portfolio strategy that directly enables business growth, advisor productivity leveraging AI, and digital transformation. The role carries end-to-end accountability for Advisor Applications, Productivity Applications, Data, and Integration within a portfolio-based delivery model, with responsibility for investment priorities, execution outcomes, and value realization. This leader will oversee a high-performing technology and delivery organization operating through cross-functional, persistent delivery pods and modern engineering practices, including AI-enabled delivery. Working closely with business, product, and enterprise technology leaders, the Vice President will translate strategic priorities into execution, manage performance across the portfolio, and ensure measurable outcomes are delivered at scale. This is an opportunity to lead a critical portfolio at the intersection of growth, advisor enablement, and enterprise transformation. The successful candidate will play a defining role in shaping how technology accelerates business performance through AI-enabled innovation, strong governance, and cross-enterprise collaboration.

Requirements

Proven success leading large-scale technology and digital portfolios in the financial services industry, with deep wealth management experience and strong understanding of advisor, client, dealer, and platform ecosystems
Demonstrated experience supporting wealth management business priorities, including advisor productivity, sales effectiveness, practice management, client experience, and regulatory or operational considerations within a wealth environment
Demonstrated ability to operate credibly at the executive level while driving disciplined execution, translating strategy into measurable business and technology outcomes
Experience managing portfolio prioritization, trade-offs, funding, and cross-functional dependencies in a scaled delivery model
Demonstrated experience delivering AI-enabled solutions (e.g., AI agents, intelligent workflows) that drive measurable business value
Strong end-to-end Software Delivery Lifecycle experience, including use of modern engineering practices and AI-assisted tools
Deep experience with enterprise platforms such as Salesforce, workflow automation, and wealth/dealer platforms (e.g., Broadridge)
Proven ability to translate enterprise strategy into prioritized roadmaps and measurable outcomes using OKRs
Experience defining and tracking value realization frameworks tied to business performance
Strong understanding of governance, performance management, and data-driven decision making
Strong understanding of Agile ways of working, with experience leading cross-functional, persistent delivery pods
Experience operating within a portfolio-based or product-based delivery model, including coordination across multiple teams and platforms
Exceptional executive presence, communication, and stakeholder management skills, with the ability to influence senior business and technology leaders and build alignment across complex stakeholder groups
Experience managing complex vendor ecosystems and external partnerships, balancing enterprise scale with innovation

Responsibilities

Lead the deployment of AI solutions and AI agents across digital platforms to improve advisor effectiveness and scale productivity, partnering closely with the AI Accelerator teams to align use cases, enable adoption, and realize measurable business value
Define and track measurable value realization (e.g., productivity gains, advisor adoption, revenue enablement) from AI-enabled capabilities
Drive AI enablement and upskilling across delivery teams to embed AI-assisted ways of working
Own the full Software Delivery Lifecycle, integrating AI into engineering and deployment practices to optimize speed and quality
Own portfolio-level backlog prioritization and sequencing, balancing value, risk, and dependencies
Proactively identify and manage delivery risks and interdependencies, escalating enterprise-level issues as required
Serve as a strategic technology partner to the IG Wealth Management executive team, aligning portfolio priorities to business growth, advisor effectiveness, and client outcomes
Influence and align leaders across Business, Data, and Technology platforms to deliver integrated, scalable, and reusable solutions
Lead cross-portfolio coordination across IG Wealth Management and Mackenzie Investments, where applicable, resolving competing priorities and ensuring enterprise alignment on delivery commitments and outcomes
Oversee delivery of complex business, digital, and technology programs aligned to enterprise Objectives and Key Results (OKRs)
Translate enterprise strategy into portfolio OKRs and cascade into pod-level priorities with clear accountability
Monitor and report on performance against OKRs and value realization metrics
Own portfolio prioritization, governance decisions, and strategic trade-offs to maximize business value, manage risk, and align investments to enterprise priorities
Provide executive stewardship over portfolio capacity, funding allocation, and budget performance across a complex technology portfolio
Align resourcing with delivery commitments in partnership with chapter and platform leadership
Lead inputs into quarterly and annual governance forums (e.g., QBR/ABR), including risks, trade-offs, and performance insights
Lead, develop, and mentor a high-performing technology organization within a pod-based delivery model
Partner with chapter leaders to define technical standards, build critical capabilities, and sustain a strong talent pipeline
Drive adoption of Agile and AI-enabled ways of working to enhance delivery performance
Manage strategic relationships across a diverse vendor ecosystem, including global technology partners, SaaS platforms, and fintechs
Balance build vs. buy decisions to support scalable, reusable solutions
Ensure vendor contributions align with enterprise architecture, standards, and value outcomes