Avp, Portfolio Optimization

5 months ago


Edmonton, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:
- Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do

Roles Specifications

Location | Edmonton, AB.
- Relocation Available_

Put a new _spin _on your banking career
- The overwhelming majority of our employees say CWB is a Great Place to Work®_

We’re different from the big banks in _the way_ we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our employees love CWB. You’ll love it here too._

The opportunity

The AVP, Portfolio Optimization contributes to the overall success of the Business Banking and Personal Banking portfolios in Canada and is accountable for driving actionable campaigns. This position will steer product insights to grow and optimize business and personal banking portfolios, and to improve the decisions and margins of the Bank.

Reporting to the VP, Analytics, this position is responsible for supporting CWB’s Product and Marketing teams with the development and enhancement of product optimization insights and tools, reports and dashboards to facilitate earnings growth, new client acquisition and deepening of client relationships and referrals. They will also drive robust campaign designs and analysis, and support marketing to optimize campaign return on investment and improve decisioning.

Working closely with multiple business partners, the successful incumbent will ensure annual business goals are met, and plans are coordinated, implemented, and delivered in support of the Bank’s overall business strategy.

What you’ll be doing

Advanced Analytics. Campaign Analytics. Innovation. Collaboration.- Effectively translate business challenges into analytic opportunities and design statistical solutions to ultimately optimize strategy decisions.- Collaborate with marketing partners to design, implement, and measure high impact multi-channel personal and business campaigns. Continuously working to drive maximum marketing return on investment and improvement in client margins.- Conduct post campaign deep dives and drive actions to evolve the entire campaign process to improve efficiency, consistency and reduce errors.- Research and partner with vendors to stay up to date with new methodology and technology capabilities.- Support valuable voice of the client insights in the form of analysis, interpretation and advice to key collaborators and channel partners to improve NPS scores and client value propositions.- Develop innovative approaches to promote new insights and foster creative thinking in an environment that supports continuous improvement and process efficiencies- Partner and align interest with all key partners across the broader analytics team, finance, operations, product, sales effectiveness, digital, marketing, technology- Champion a client focused habit and leverage broader Bank relationships, systems, and knowledge- Build a high-performance, results-focused team and implement a people strategy that attracts, retains, develops and motivates employees by fostering an inclusive work environment- Responsible for the team’s daily functions to ensure timely responses to business inquiries, resolution of issues, and compliance

Successful incumbent

Experience & Education- Degree in Economics, Business, Mathematics, Computer Science, Finance or Statistics- Master’s degree in Analytics or MBA Preferred- Ten (10) or more years of demonstrated experience in analytics, finance, sales data management- Five (5) or more years of proven experience leading large teams- Demonstrated experience in statistical analysis and modelling, big data environments, and relational database structures- Experience in Banking and/or Financial Services industry- Experience driving new sales acquisition and marketing campaign strategies using data analysis

Skills & Abilities- Solid understanding of SAS, SQL, Python, PowerBI, Tableau and very good understanding of data models-
- Proven ability to explain sophisticated data and present data driven insights to senior leadership- Proven track record of building impactful, collaborative teams- Shown ability to run and lead several complex programs and processes across multiple partners and departments- Excellent collaboration skills, to build constructive, supported solutions often in the absence of direct decision authority.- Thorough understanding of banking products and concepts with a comprehensive commercial mentality- Excellent planning and critical thinking skills, with solid understanding of P/L levers- Validated ability building credibility with senior leadership teams as wel



  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Assistant Vice President Real Estate, Credit Risk...


  • Edmonton, Canada University of Alberta Full time

    **Department** Vice-President Finance & Administration - Shared Services **Posted date** October 4, 2024 **Closing date** October 25, 2024 **Position Type** Full Time **Description**: This position is excluded from the bargaining unit. In accordance with the Handbook of Employment for Management and Professional Staff (Excluded), this full-time...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • AVP Students

    3 weeks ago


    Edmonton, Canada Norquest College Full time

    p>Associate Vice President, Students and Academic Strategy Office of the VP, Academic NorQuesters are difference makers and we’re searching for someone dedicated to making a difference to join our Academic portfolio Associate Vice President, Students and Academic Strategy. Reporting to the Vice President, Academic, the Associate Vice President (AVP),...

  • Avp Research

    4 weeks ago


    Edmonton, Canada Norquest College Full time

    **COMPETITION NUMBER: 964** **CLOSING DATE**: **Associate Vice President, Research & Development** **Office of the VP, Academic** NorQuesters are difference makers and we’re searching for someone dedicated to making a difference to join our Academic portfolio as, Associate Vice President, Research & Development. Reporting to the Vice President, Academic,...

  • AVP, Credit Compliance

    3 months ago


    Edmonton, Canada HumanEdge Global Full time

    Established in 1980, Peace Hills Trust is a full service, federally chartered trust company that delivers trust services, lending instruments, deposit and investment accounts, and digital banking services to Indigenous and non-Indigenous communities, businesses, and individuals across Canada. With a network of eight regional offices, Peace Hills Trust has...


  • Edmonton, Canada Disability Solutions Full time

    b> We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doLocation | Edmonton, AB.Put a new spin on your banking careerThe overwhelming majority of our employees say CWB is a Great Place to WorkWe're different from the big banks in the way we...


  • Edmonton, Canada CWB Financial Group Full time

    AVP Analytics, Sales Intelligence & Performance Apply locations: Edmonton, AB - CWB Corporate Office, Ontario, Canada Time type: Full time Posted on: Posted Yesterday Time left to apply: End Date: November 18, 2024 (18 days left to apply) Job requisition id: R8367 At CWB, we strive to build value for the people who choose us every day: our people, our...


  • Edmonton, Canada CWB Financial Group Full time

    AVP Analytics, Sales Intelligence & Performance Apply locations: Edmonton, AB - CWB Corporate Office, Ontario, Canada Time type: Full time Posted on: Posted Yesterday Time left to apply: End Date: November 18, 2024 (18 days left to apply) Job requisition id: R8367 At CWB, we strive to build value for the people who choose us every day: our people, our...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location | Edmonton, AB Put a new _spin _on your banking...


  • Edmonton, AB, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton Main Banking Centre CWB Real...


  • Edmonton, Canada University of Alberta Full time

    **SS Sexual Assault Centre**: - Competition No. **A100152594** - Closing Date **Will remain open until filled.** **The University of Alberta has retained Griffith Group to conduct this search.** **Location**:Edmonton, Alberta, Canada The AVP (Student Experience) and Dean of Students support all students — undergraduate and graduate — in the pursuit...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...


  • Edmonton, Canada Norquest College Full time

    p>OFFICE OF THE VP, ACADEMIC NorQuesters are difference makers and we’re searching for someone dedicated to making a difference to join our Academic portfolio as Associate Vice President, Research & Development. Reporting to the Vice President, Academic, the Associate Vice President (AVP), Research and Development is accountable for providing the overall...

  • Internship, Research

    3 weeks ago


    Edmonton, Canada Norquest College Full time

    p>Associate Vice President, Research & Development Office of the VP, Academic NorQuesters are difference makers and we’re searching for someone dedicated to making a difference to join our Academic portfolio as Associate Vice President, Research & Development. Reporting to the Vice President, Academic, the Associate Vice President (AVP), Research and...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...


  • Edmonton, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doLocation Edmonton, AB.Put a new spin on your banking career The...


  • Edmonton, Canada Norquest College Full time

    p>OFFICE OF THE VP, ACADEMIC NorQuesters are difference makers and we’re searching for someone dedicated to making a difference to join our Academic portfolio Associate Vice President, Students and Academic Strategy. Reporting to the Vice President, Academic, the Associate Vice President (AVP), Students and Academic Strategy is accountable for providing...


  • Edmonton, Canada Concordia University of Edmonton Full time

    Concordia University of Edmonton (CUE) is a community of learning grounded in scholarship and academic freedom, preparing students to be independent thinkers, ethical leaders and citizens for the common good. CUE campus is situated on the banks of the North Saskatchewan River in Edmonton’s historic Highlands neighborhood. Supporting a student body of...


  • Edmonton, Canada MacEwan University Full time

    ASSOCIATE VICE PRESIDENT, ADVANCEMENT AND ALUMNI RELATIONS **UNIVERSITY RELATIONS** **Competition No.** 24.04.94 **CATEGORY** **SALARY** **CLOSING DATE** - Full-Time Continuing (35 hours per week) A competitive compensation package, including an attractive base salary and excellent benefits, will be provided. Further details will be discussed in a...