Senior Manager, Wealth Management
2 weeks ago
Our client, a Top 5 bank in Canada is looking to hire a Senior Manager, Wealth Management to their team for an initial 6-month contract.This role is 1-2 days a week in office in Toronto.
Responsibilities
- Collaborate with head office and in-country business partners to collect and analyze data and market research on client
- Manage communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.
- Support the definition of the overall Wealth Management product strategy and technology roadmap to drive P&L goals for specific Wealth Management capabilities.
- Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users.
- Act as primary reviewer and approver of finished development work during demos/reviews based on established acceptance criteria.
- Facilitates problem solving as required, working closely with the delivery team on implementation changes.
- 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.
- 10 +Years Strong knowledge of investment advisory and wealth management product offerings & services.
- 10 +Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.
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