Senior Manager Client Reporting

Referral Level: Level 1

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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. 

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.

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.

• 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.

• 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.

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