Director, Operations, Process Optimization & Data
SPM Financial
About SPM
SPM Financial and SPM Benefits are independent, sister companies based in London, Ontario, with over 25 years of operating history. Our team of 40+ manages over $1.6 billion in assets and serves hundreds of group plans alongside thousands of individual clients across financial planning, investment management, and group benefits.
The Role
Reporting directly to the Managing Partners, the Director, Operations, Process Optimization & Data is a senior leadership role accountable for the firm's operational architecture, project portfolio execution, and the firm's data and AI capability across both companies. The role operates with delegated authority across the operational scope of the firm.
The successful candidate will be a strategic operator with genuine fluency in data and AI — credible enough with practitioners to lead the work, and clear-eyed enough to identify which problems are worth solving with data and which are not.
Key Responsibilities
• Operational Architecture & Business Administration (20%) — own the firm's operating model across both companies; partner with the Controller on the annual operating plan and budget; provide regular performance reporting to the Managing Partners.
• Data, Analytics & AI Capability (25%) — own the firm's data strategy and roadmap; build a firm-wide reporting and analytics layer; define the KPI framework; lead the responsible adoption of applied AI; establish data governance covering access, retention, privacy, and audit-readiness.
• Project Portfolio & Service Model Execution (20%) — direct an active project portfolio across operational, technology, and compliance initiatives; lead the rollout of the firm's restructured client service delivery model.
• Technology, Systems & Process Optimization (15%) — own the firm's technology and process roadmap including CRM, financial planning software, benefits administration platforms, cybersecurity, and process standardization.
• Regulatory & Compliance Coordination (10%) — own operational oversight of compliance across CIRO, FSRA, CAPSA, and PIPEDA; direct the CAP Compliance Program.
• Organizational Design & Change Management (5%) — partner with operational leadership on organizational design and lead change management for firm-wide initiatives.
• Policy Development & Governance (5%) — own firm-wide operational and data policies; ensure SOPs are documented and utilized.
Qualifications
• 10+ years of progressive operational leadership experience, with at least three years in financial services, insurance, or benefits consulting.
• Demonstrable experience building, sponsoring, or leading a data and analytics function — at minimum, fluency with the work and credibility leading practitioners; ideally, hands-on experience designing reporting infrastructure, KPI frameworks, or AI implementations.
• Bachelor's degree in Business Administration, Operations Management, Finance, Information Systems, Analytics, or related discipline. MBA, CPA, or graduate work in Analytics or Information Systems an asset.
• Working knowledge of Canadian financial services regulation spanning CIRO, FSRA, CAPSA, and PIPEDA.
• Experience leading multi-disciplinary teams across more than one business line; previous P&L responsibility preferred.
• Strategic clarity paired with technical credibility; ability to evaluate vendor claims and translate technical complexity into business decisions.
• Decisive judgment under uncertainty; comfort operating with delegated authority.
• Exceptional communication skills with the ability to influence at the partner level.
Strong assets
• Lean/Six Sigma Green Belt or higher; PMP.
• Data and AI credentials (e.g., Certified Analytics Professional; BI platform certifications; AI governance certifications).
• Experience leading organizational change initiatives at scale.
• Life insurance licence.
What We Offer
• Competitive senior leadership compensation.
• Group benefits and group retirement plan participation.
• Professional development support.
• On-site role at our London, Ontario office.
How to Apply
Send your resume and cover letter to ***email_hidden***. Applications are reviewed as they arrive, and shortlisted candidates will be contacted within two weeks.
SPM Financial is an equal opportunity employer. We welcome applications from all qualified candidates and are committed to providing a workplace that is inclusive, respectful, and free from discrimination. Accommodations are available throughout the recruitment process upon request.
Only candidates selected for an interview will be contacted. Offers of employment will be conditional on satisfactory references and a criminal background check.
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