Director Consulting Delivery (Canadian Wealth Management)

Director Consulting Delivery (Canadian Wealth Management)

Position Description
The Director Consulting Delivery (Canadian Wealth Management) is a senior leadership role responsible for overseeing end-to-end service delivery, operational excellence, and client engagement within the Canadian Wealth Management portfolio. This role ensures alignment between business objectives and delivery outcomes, driving profitability, efficiency, and sustainable growth.

The Director acts as a strategic partner to clients and internal stakeholders, leading transformation initiatives, optimizing delivery models, and strengthening client relationships across North American markets. With deep expertise in Canadian Wealth Management, the role requires strong industry knowledge, regulatory awareness, and the ability to deliver innovative, client-centric solutions within a BPO/consulting environment.

Your future duties and responsibilities
Client Relationship & Business Development
• Build and maintain strong, strategic relationships with SBU Leaders, Prime BUs, and client leadership teams to foster trust, transparency, and long-term partnerships.
• Support client engagement initiatives, including Client Strategic Account Planning (CSAP) and Client Development Plans (CDPs).
• Identify growth opportunities, contribute to proposals, and help secure new business within Canadian Wealth Management.
• Act as a trusted advisor to clients by aligning delivery capabilities with their evolving business needs.

Operations Management
• Lead service delivery across the portfolio, ensuring operational excellence, SLA adherence, and continuous improvement.
• Drive monthly financial reviews, forecasting, and performance reporting across the span of control.
• Optimize resource allocation (workforce, licenses, infrastructure) to improve efficiency and cost-effectiveness.
• Champion process improvements, automation, and innovation initiatives across sub-BUs and BUs.

Finance Management
• Own and manage the P&L for the Director group, ensuring revenue growth and profitability targets are met.
• Drive cost optimization strategies and efficient use of discretionary budgets (OMF).
• Provide financial insights and develop competitive, value-driven solutions for client proposals.
• Monitor financial performance and implement corrective actions where necessary.

Partner & People Management.
• Lead the implementation of the Partner Partnership Management framework to achieve key metrics (e.g., PSAP, attrition, referrals).
• Mentor and develop Managers and direct reports, fostering a high-performance and engagement-driven culture.
• Drive talent strategies including succession planning, capability building, and leadership development.

Communities of Practice (COP) & Global Alliances
• Actively contribute to Communities of Practice across APAC and global networks.
• Collaborate with global alliances to drive innovation, share best practices, and enhance delivery capabilities.
• Stay current with emerging technologies and trends relevant to Wealth Management and BPO services.

Administrative & Compliance
• Ensure adherence to all organizational policies, governance standards, and regulatory requirements, particularly those relevant to Canadian Wealth Management.
• Maintain high standards of risk management, data privacy, and compliance across all engagements.

Required qualifications to be successful in this role
Experience & Industry Knowledge
• Extensive experience (12+ years) in BPO, consulting delivery, or operations leadership, with a significant portion supporting Canadian Wealth Management (e.g., investment operations, portfolio administration, client servicing, regulatory reporting).
• Strong understanding of Canadian financial regulations, wealth platforms, and market practices.
• Proven experience managing North American clients, preferably within a multi-geography delivery model.

Leadership & Management
• Demonstrated success in a Director-level (or equivalent senior leadership) role managing large-scale delivery operations.
• Strong people leadership skills with experience mentoring senior managers and leading high-performing teams.
• Track record in leading or co-leading transformation and change initiatives.

Business & Financial Acumen
• Strong P&L management experience, including budgeting, forecasting, and cost optimization.
• Ability to develop business cases, support sales pursuits, and design winning client solutions.
• Strategic thinker with the ability to balance operational execution and long-term growth.

Operational Excellence
• Proven ability to streamline processes, drive efficiency, and implement continuous improvement initiatives.
• Deep understanding of BPO industry trends, delivery models, and enabling technologies (automation, analytics, digital tools).

Communication & Stakeholder Management
• Excellent communication, negotiation, and interpersonal skills.
• Ability to influence senior stakeholders and build strong executive-level relationships.
• Strong problem-solving and decision-making capabilities in complex environments.

Education
• Bachelor’s/College Degree in any field required.
• Postgraduate education or certifications in business, finance, or management is an advantage.

Recruitment Process at CGI
The hiring process for leadership roles is designed to assess both strategic capability and cultural alignment:
• Application & Profile Review - Initial screening based on leadership experience, Canadian Wealth Management expertise, and alignment with role requirements.
• HR Interview - Discussion focused on career background, leadership style, and alignment with CGI’s values and culture.
• Technical / Functional Interview - Deep dive into Canadian Wealth Management experience, service delivery leadership, operational excellence, and domain expertise.
• Leadership / Panel Interview - Engagement with senior leaders to assess strategic thinking, client management approach, and transformation experience.
• Client Interview (if applicable) - Interaction with key client stakeholders to evaluate relationship management capability and domain credibility.
• Final Assessment & Offer - Evaluation of overall fit, followed by offer discussion including compensation and benefits.

Benefits of Joining CGI
As a CGI Partner (employee), you will have access to a comprehensive and competitive benefits package:
• Financial & Rewards
Competitive base salary with performance-based incentives
Profit participation and share purchase plan (depending on region)
Allowances and financial support aligned with role level
• Health & Well-being
Comprehensive medical, dental, and insurance coverage
Wellness programs and employee assistance programs
• Career Growth & Development
Access to global learning platforms and certifications
Leadership development and career progression opportunities
Participation in Communities of Practice and global knowledge-sharing
• Work Environment
Opportunity to work in a global, multicultural environment
Exposure to large-scale transformation programs and top-tier clients
Flexible work arrangements (role and project dependent)
• Leave & Work-Life Balance
Generous leave policies including vacation and personal time off
Support for work-life integration and family needs

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.