Director Consulting Expert - Wealth 360

Position Description

CGI is seeking a Director, Wealth360 to provide day-to-day business and product leadership for our Wealth360 platform. This role will translate executive strategy into clear product priorities, guide cross-functional execution, strengthen client and advisor outcomes, and contribute to the growth and market position of Wealth360.

The Director will act as the primary product authority for development teams, client engagements, sales pursuits and related cross-functional initiatives. This senior individual-contributor role has no direct reports; success will depend on leading through influence, expertise, sound judgment and clearly established decision authority.

The Director will independently prioritize the backlog and make day-to-day decisions on release scope, requirements, sequencing, user experience and trade-offs within established strategy, funding, contractual and delivery parameters. The Vice-President will retain final accountability for multi-release roadmap priorities, new modules or domains, investments, P&L decisions and commitments outside those parameters.

Location: Toronto

Work model: Hybrid - three days per week in a CGI office or at a client site

Your future duties and responsibilities

Lead product direction and execution

• Translate Wealth360's strategy into clear product priorities, high-level requirements and executable backlog scope.
• Provide authoritative guidance to development teams, including design reviews, business solutioning and user experience decisions.
• Prioritize backlog scope and make timely decisions on release scope, sequencing, requirements and product trade-offs within approved parameters.
• Recommend and elaborate multi-release roadmap priorities, and surface decisions requiring Vice-President approval.
• Align product, development, design, delivery and client teams on priorities, dependencies, risks and expected outcomes.
  
  

Advance product performance and business outcomes

• Combine product performance, client and advisor feedback, delivery experience, market developments and sales insights to inform recommendations.
• Own relevant product performance reporting, particularly adoption, user experience, client satisfaction and related product health measures.
• Identify trends, opportunities and risks, and recommend actions to improve adoption, experience and client outcomes.
• Contribute to business planning, business cases, investment recommendations, product positioning and go-to-market priorities while balancing near-term needs with long-term platform integrity.
  
  

Drive client and advisor success

• Guide clients on industry and implementation best practices for Wealth360.
• Work directly with advisor teams to understand workflows, business objectives, successes and pain points, and advise clients on how to realize greater platform value.
• Lead roadmap, release and product plan reviews, as well as strategic business alignment sessions for major designs, implementation decisions or critical issues.
• Serve as the product leader and wealth platform subject-matter expert for assigned client engagements, supporting successful implementation, adoption and business alignment.
  
  

Strengthen our industry position and enable growth

• Represent CGI and Wealth360 in relevant wealth management forums, client events and industry discussions.
• Develop CGI's point of view on industry developments and translate wealth management trends and advisor needs into practical product implications.
• Lead or support strategic sales pursuits, including client meetings, presentations, demonstrations, requests for proposals and proposals.
• Enable business development teams to position Wealth360 effectively and contribute to marketing content such as articles, white papers and website content.
  
  

How success will be measured

• Development teams receive timely, clear and authoritative product direction, and cross-functional teams remain aligned and confident in that direction.
• Product strategy is translated into a coherent backlog, well-defined requirements and sound scope decisions.
• Adoption, user experience and client satisfaction insights are supported by clear performance reporting and improvement actions.
• Assigned client engagements benefit from strong product leadership, contributing to successful implementation and adoption.
• Roadmap, business case and investment recommendations enable well-informed executive decisions, while sales and marketing contributions support key wins or strategic advancement.
  
  

Required Qualifications To Be Successful In This Role

• Significant experience working with enterprise wealth management platforms.
• Direct experience working with financial advisor teams, with a strong understanding of advisor workflows, practice management, client service and platform needs.
• Deep knowledge of the wealth management industry, its participants, operating models and evolving market expectations.
• Demonstrated ability to lead complex, cross-functional work through influence and subject-matter authority.
• Experience guiding platform implementations and working with senior client stakeholders.
• Ability to translate business strategy, advisor needs and client feedback into requirements, priorities and delivery decisions.
• Sound judgment and the ability to balance client, product, technical, delivery and commercial considerations.
• Strong executive communication, facilitation, presentation and stakeholder-management skills, including experience supporting sales pursuits and product demonstrations.
• Formal product management or product leadership experience is an asset; equivalent leadership experience in wealth platform implementation, solutioning or business design will also be considered.
  
  

CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $125,000–$175,000. This role is an existing vacancy.

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.

At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

To learn more about accessibility at CGI, contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.

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