![Scotiabank](https://contents.bebee.com/companies/ca/scotiabank/avatar-VfKVm.png)
Director, Sales And Client Strategy
2 weeks ago
Requisition ID:
# Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The individual will be responsible for setting the Private Banking sales strategy across the IPB footprint. The will lead and achieve strategic business objectives to attract, acquire & grow IPB's business across Teams in the Pacific Alliance markets (Mexico, Peru, Colombia and Chile), CCAU (Cayman, Bahamas, Jamaica, Panama and Costa Rica) and offshore (Toronto) to grow the IPB business across clients' onshore and offshore needs – meeting and exceeding sales targets & growth. Acting as an ambassador to internal partners promoting IPB as the leader in private banking relationships, expanding our brand recognition and market awareness.
Is this role right for you? In this role you will:
- Sets the sale strategy and identify sales goals for Private Banking teams across the IWM footprint
- Oversees the development of commercial disciplines for wealth managers to build profitable books of business
- Oversees strategies around development of prospects, contacts, and new customers and business partners to increase revenues market share in key markets
- Builds a strong sales management process for wealth managers across geographies to increase productivity and meet their goals consistently.
- Identifies business development relationships and leads partnership projects such as Wealth / ICCB initiative
- Develops analytical and quantitatively driven techniques and approaches to measure the performance of the IPB business across geographies, as well as improve sales management strategies, in order to increase Wealth Managers productivity.
- Develops and implements customer journeys and lifecycle strategies to help identifying opportunities for growing revenue, boosting operating efficiencies, and enforcing compliance throughout the client lifecycle
- Leads the implementation of Total Wealth practice among Wealth Managers, ensuring TW approach is at the center of the sales management disciplines to be implemented.
- Lead the analysis of client strategy effectiveness and leverages analytics to manage and optimize campaigns
- Design an adequate training for wealth managers across IWM footprint to ensure implementation of a standard sales pitch, enhancement of their selling and persuasion skills, and generation of lead tactics Client centric focus Manage sales leaders and teams to be accountable to deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with Scotiabank Wealth Management's brand promise.
- Demonstrate and apply deep market knowledge and external relationships within the private banking space, to support business development goals and the acquisition of new business.
- Engage with Marketing and Relationship Management teams with reviewing client/partner satisfaction results and implementing a course of action to improve ratings and grow in the marketplace.
- Develop multi year plan for the profitable growth of the IPB client base based on client segmentation data, market/economic conditions, IWM objectives and competitive positioning, and translate these into meaningful and actionable objectives for IPB business units in the countries.
- Helps design a results based reward and recognition strategies and programs, motivate staff to achieve their personal objectives and contribute to their colleagues' objectives, in all areas of the business.
- Work closely with and developing strong relationships with all relevant partners, including International Investment Advisory (IIA), Jarislowsky Fraser (JF), International Wealth Structuring (IWS) and International Corporate and Commercial Banking (ICCB), Affluent team (IB Retail) and IB Marketing.
- Continually analyze new market trends, develop thorough understanding of the needs of private banking clientele, the competition, and regulatory and compliance environments and changes.
- Total Wealth, improved business growth and productivity while ensuring an enhanced client and Wealth Manager experience
- Be accountable for translating business strategies and priorities into executable tools, activities, and practices, ensuring knowledge and adoption of initiatives are well understood Wealth Managers to maximize benefits, minimize risks and drive steady Net Promoter Score (NPS) increases
- Support sales teams across IPB markets in enhancing their understanding of Private Banking servicing offering, value propositions and pricing models.
- Design and develop sales management capability tools and enablers to increase and sustain sales performance and embed and sustain strategies and initiatives.
- Builds a high performance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy, and managing succession and development planning for the team.
- Performs reviews of all new business; including deposit and lending providing authorization as required.
- Adheres to Bank and Branch security procedures with respect to assigned authorities and responsibilities.
- Familiar with Know Your Customer (KYC) and AML/ATF policies
- Ensures familiarity with all relevant AML/ATF Regulations which impact the business.
- Reviewing customer transactions and activity according to established policies and procedures through the daily review of the AML Reports
- Submitting required AML/ATF reports such as Unusual Transaction Reports (UTRs)
- Assisting in obtaining additional information from customers on SARs, UTRs, KYC, etc, as required
- Ensuring that training on AML/ATF matters is provided within established policies and procedures
- Participate in other assignments as required.
- Contribute to development and management of incentive frameworks (compensation, recognition, and total rewards)
- Actively manage a thorough understanding of client segments including HNW (entrepreneurs, professionals, multi generational wealth) and UHNW Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
- The incumbent must have an excellent knowledge of all Private Banking and Wealth Management products and services as well as a though understanding of commercial and retail credit principles.
- In depth knowledge in sales and service design concepts and management techniques
- Strong understanding of the PB markets business and political environment in IWM footprint
- Proven leader of large teams in a dynamic, complex, customer oriented environment
- A sophisticated/strategic sales approach which is solution based and that leverages the strength and capabilities of the organization
- Strong organization & self management skills to convert strategic objectives and plans into measurable results
- Exceptional presentation, communication, and interpersonal skills
- Ability to keep up to date on past, current, and future trends in the financial services industry
- Pro active, self starter with the ability to use exemplary leadership skills to maximize sales
- Superior leadership: demonstrated ability to lead, manage, coach, and motivate a team of highly independent and effective
-
Client Director
1 week ago
, , Canada opentext Full timeOPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...
-
Director, Product Growth Strategy
3 weeks ago
, , Canada Vista Equity Partners Management, LLC Full timeBring your best and truest self. We celebrate what makes us different and what brings us all together. At Greenway Health, we are committed to an inclusive environment and a culture of belonging as we pursue our purpose of healthier communities, successful providers, and empowered patients. We are united in our goal to build the future of healthcare...
-
Client Director
14 hours ago
, , Canada OpenText Full timeSelect how often (in days) to receive an alert: Client Director Virtual, CA OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded...
-
Director, Business Development
1 week ago
Canada Driving Force Vehicle Rentals, Sales and Leasing Full timeThe Driving Force is excited to offer the opportunity for a Director of Business Development to join our innovative team. With a rich history spanning 40 years and a strong presence across Canada, we are looking for a skilled leader to drive our strategic growth initiatives with sophistication and finesse. Are you prepared to help us shape the future of...
-
Director, Business Development
2 weeks ago
canada Driving Force Vehicle Rentals, Sales and Leasing Full timeThe Driving Force is excited to offer the opportunity for a Director of Business Development to join our innovative team. With a rich history spanning 40 years and a strong presence across Canada, we are looking for a skilled leader to drive our strategic growth initiatives with sophistication and finesse. Are you prepared to help us shape the future of...
-
Director, Business Development
2 weeks ago
canada Driving Force Vehicle Rentals, Sales and Leasing Full timeThe Driving Force is excited to offer the opportunity for a Director of Business Development to join our innovative team. With a rich history spanning 40 years and a strong presence across Canada, we are looking for a skilled leader to drive our strategic growth initiatives with sophistication and finesse. Are you prepared to help us shape the future of...
-
Sales Director
2 weeks ago
Canada Mttalentgroup Full timeSales Director Location : Edmonton, AB or Calgary, AB About The Organization Join a forward-thinking medical device company that is dedicated to innovation and excellence, committed to creating high-quality products while fostering a culture of continuous improvement and operational excellence. The team is passionate about making a difference in the...
-
Sales Director
4 weeks ago
, ON, Canada Mars, Incorporated and its Affiliates Full timeJob Description: The Sales Director is part of the Sales leadership team responsible for customer strategy development and execution to drive profitable and sustainable sales growth within the channel. The Sales Director works with their direct reports and peers to develop and maintain mutually be
-
Sales Director
2 weeks ago
Canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth Observation...
-
Sales Director
2 weeks ago
Canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? 🌍 We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth...
-
Sales Director
2 weeks ago
canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? 🌍We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth...
-
Sales Director
2 weeks ago
canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? 🌍We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth...
-
Sales Director
2 weeks ago
Canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? 🌍We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth...
-
Sales Director
2 weeks ago
Canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? 🌍 We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth...
-
Sales Director
2 weeks ago
canada EVONA Full timeAre you seeking an opportunity to join a rapidly expanding company and be an integral part of its growth journey? We're actively recruiting for a Sales Director who has sold into asset management, insurers and critical infrastructure companies to provide that extra layer of protection and assurance. Our client specializes in making their Earth Observation...
-
Account Director, Software Sales
2 weeks ago
Canada WilsonHCG Full time $100,000 - $120,000Position Type: Permanent Location: Remote Our client, in the healthcare industry is seeking a Sales Account Director. The Account Director will be responsible for all major accounts in British Columbia territory. As a director, you will be responsible for the implementation of the business development strategy and the productivity of the sales team. Plan and...
-
Director of Sales
2 weeks ago
Canada X by 2, Inc. Full timeX by 2 is an IT consultancy that specializes in healthcare and insurance transformation. We partner with clients from strategy through execution, delivering agile, innovative solutions that accelerate growth and drive long-term success. Careers with X by 2 offer rapid growth, constant learning, and the immediate chance to make an impact. X by 2 is not just...
-
Global Client Director
2 weeks ago
Canada Tech Insights Full timeGovernment Client Director: this is a remote position, although preference will be given to candidates residing in Northern Virginia / DC market. OUR STORY TechInsights is the information platform for the semiconductor industry. Regarded as the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding...
-
Director, Brand Strategy
2 weeks ago
Canada Avalere Health Full timeAbout Avalere Health Established in 2001, Avalere Health is a purposefully built commercialization partner for the biopharmaceutical, medical technology, and wellness industries. Our 1,500+ experts combine their knowledge and expertise across our core disciplines — Consulting; Medical; Policy; Value, Evidence, and Access; Marketing; and Digital...
-
Director, Corporate Sales
3 weeks ago
, , Canada Innivec Full timeInnivec is a leading innovative solutions provider dedicated to empowering businesses with cutting-edge technology and transformative services. Our mission is to deliver exceptional value to our clients by leveraging our expertise and innovative approach. We are seeking a highly experienced and strategic Director of Corporate Sales (National) to join our...