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CI Financial

Canadian asset manager growing through acquisitions

Manager – Enterprise CRM

Engineering LeadershipUpdated on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • In-depth knowledge of and experience working with Salesforce, including Apex, Lightning Web Components, Salesforce Lightning Design System, SOQL, Flows, REST/SOAP callouts, Platform Events, error handling, Apex triggers and workflows, custom objects and fields, JavaScript, CSS, HTML, APIs, sharing and security, OmniStudio, and approval processes.
  • Experience with Salesforce configuration and customization, architecture, and platform optimization.
  • Experience with enterprise integration architecture and APIs.
  • Ability to define system architecture and follow Salesforce standards and best practices for development and deployment.
  • Ability to develop solutions with appropriate security and access rights.
  • Experience leading discovery sessions, defining business requirements, writing user stories, and producing detailed system and functional designs.
  • Ability to motivate, develop, and manage a team.

Responsibilities

  • Manage Developer resources within the Salesforce eCRM team and provide estimates for delivery effort and timelines.
  • Lead and mentor Salesforce Administrators, Developers, and Business Support Analysts; identify and lead internal initiatives.
  • Manage architecture and optimize Salesforce platforms.
  • Design, develop, demonstrate, and maintain the Salesforce platform using declarative and programmatic tools.
  • Oversee Salesforce development and deployments, and manage and organize the platform code repository.
  • Serve as a strategic advisor and Salesforce product and platform expert.
  • Act as the subject matter expert for Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud; review and test Salesforce releases and new products, and identify opportunities to enable users.
  • Coordinate projects with IT and business partners to meet deadlines and ensure successful implementation.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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