Senior Manager Client Reporting

Job Description

Referral Level: Level 1

DEPARTMENT SUMMARY

The Client Reporting team supports the client reporting functions for Mackenzie, IG Wealth Management, Canada Life and Counsel. The team is accountable for the production, governance and delivery of client reporting documents including confirmations, statements, tax slips, MRFPs and Advisor and Client communication campaigns. The team manages key vendor relationships, drives regulatory compliance, and partners across business and technology teams to enhance the client reporting experience and mitigate operational, regulatory and reputational risk.

POSITION SUMMARY

The Sr. Manager, Client Reporting is responsible for providing strategic leadership, oversight and direction for all client reporting activities across IGM businesses. This role is supported by a Manager and leads Analysts and cross-functional teams responsible for the timely and accurate production and delivery of client reporting documents. The incumbent develops and executes reporting strategies, oversees vendor governance, drives regulatory readiness, leads large-scale tax and reporting initiatives, and partners with senior leaders to continuously improve the client experience and operational effectiveness.

DUTIES INCLUDE

• Provide leadership, coaching and development to the Client Reporting team, creating an engaging, high-performance culture focused on accountability and continuous improvement.
• Oversee the end-to-end production and distribution of client reporting documents including confirmations, statements, tax slips, MRFPs, and Advisor and Client communication campaigns ensuring quality, accuracy and timeliness.
• Lead annual tax reporting programs and major reporting initiatives, coordinating business, technology, compliance, legal and vendor stakeholders.
• Develop strategic roadmaps to enhance reporting capabilities, improve client experience and increase operational efficiency.
• Own vendor relationships, including contract negotiations, service reviews, performance management, SOC reviews and risk assessments.
• Act as the senior subject matter expert for client reporting and tax reporting matters, representing IGM with industry associations and external partners as required.
• Provide oversight for production issues, service incidents and escalations, ensuring effective root-cause analysis and sustainable corrective actions.
• Prepare executive reporting, metrics, dashboards and presentations for senior leadership outlining performance, risks, trends and strategic opportunities.
• Ensure compliance with regulatory requirements and proactively respond to regulatory changes impacting client reporting.
• Drive the development and implementation of policies, procedures, controls and governance frameworks supporting client reporting activities.
• Lead cross-functional projects and transformation initiatives involving client reporting platforms, processes and vendor solutions.
• Identify opportunities to harmonize reporting processes across business lines and establish best practices across the organization.

QUALIFICATIONS

• Minimum 8-10 years of progressive experience in client reporting, tax reporting, operations or related functions within the investment management or financial services industry.
• Post-secondary degree or equivalent education and experience.
• Demonstrated leadership experience managing teams and leading through complex operational initiatives and change programs.
• Strong knowledge of investment industry client reporting requirements, tax reporting processes and regulatory obligations.
• Excellent communication, presentation and stakeholder management skills with the ability to influence at all levels of the organization.
• Experience managing external vendors and strategic business relationships.
• Strong analytical, problem-solving and decision-making skills with exceptional attention to detail.
• Advanced proficiency in Excel and Microsoft Office applications; knowledge of SQL, VBA, Python or data analytics tools is an asset.
• Ability to manage multiple competing priorities and deliver results in a fast-paced environment.
• Knowledge of IGM systems, processes and client reporting platforms is considered an asset.
• Canadian Securities Course (CSC) or equivalent investment industry designation is an asset.

ADDITIONAL INFORMATION

• Travel within Canada may be required.
• This position may require support during critical production cycles, including year-end and tax reporting periods.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

The expected annual base salary range for this role is $97,000 - $130,000 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by October 30 2026.

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