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Director, Portfolio Management, Global Transaction Banking
2 months ago
- Supports the Vice President, Cash Management, North America, Caribbean, and Central America, to define the strategic direction, management, and execution of priority initiatives for the Cash Management portfolio
- Partners with Product leaders and key stakeholders across markets on complex projects to drive successful outcomes by ensuring strategic alignment and consistent approach
- Identifies key stakeholders and designs/develops change strategies accordingly to ensure objectives are successfully met
- Utilizes key messages, impact assessments, industry insights and benefits to prepare communication materials and presentations to support the design, development, and delivery of projects; understands how to simplify the story and focus on impact for key stakeholders
- Provides guidance on required change management strategies utilizing data, market insights, and a keen understanding of the business to validate recommendations
- Provides input and oversight on the sustainment plan to ensure successful integration into business activities
- Leads and drives a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
- Coordinates activities and identifies dependencies with other key stakeholders to operationalize a fully functioning product strategy, including Technology, Support Functions, Global Communications, Training & Learning, etc.
- Applies a change management process to create a strategy to support adoption of the changes required by a project or initiative based on a change impact assessment
- Works with Portfolio Optimization team to define and measure success metrics and monitor change progress
- Provides day-to-day management of change management plans, including working with the business line communication and training teams to deliver effective materials to partners
- Coordinates review and approval across key stakeholders including work back schedules and publication timelines to ensure timely execution
- Manages relationship with internal partners (e.g., Enterprise Payments, Products, operations, client service & support teams, sales, support functions, segment owners, etc.) to ensure line of site to upcoming initiatives requiring integration, communication, and change management support
- Conduct impact analyses, assess change readiness and identify key stakeholders
- 5+ years of management experience, including in Product management or Strategy role(s).
- Undergraduate degree (or equivalent diploma) required; graduate degree an asset; specialization in Finance, Strategy, Analytics, Business, or Marketing
- Understanding of GTB Products financials and P&L levers
- Strong strategic thinking and results focus skills
- Thorough knowledge of the Transaction Banking marketplace, customer segments, and the Bank’s relative competitive position within those market areas
- Strong facilitator, with the ability to lead team of senior contributors to overall objectives
- Demonstrated success in leading teams and working cross-functionally
- Work in a standard office-based environment; non-standard hours are a common occurrence.
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