Vp, Advisor

6 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 198112

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Vice President, Advisor & Client Experience Technology**

**Purpose**

The VP Advisor & Client Experience is responsible for the operation, maintenance, and future state of Advisor & Client technology for Global Wealth Management. This includes the creation and execution of the advisor technology road map, in addition to leading the Advisor systems & solution delivery teams and implementing a squad based team model.

**Accountabilities**
- Responsible for the creation, implementation and refinement of delivery best practices of advisor journey maps for Global Wealth Technology initiatives including: Reporting and Billing (Pure Facts), Total Wealth 360 (Salesforce)
- Lead the transformation and modernization of the Advisor desktop as the central hub that enables Advisors to serve clients more effectively by delivering on future Advisor technology platforms and capabilities in alignment with business goals, drivers and the GWM Brand Promise of “Total Wealth Advice” for Canadian Wealth Management.
- Enable a tailored and seamless experience for Clients by creating and implementing delivery best practices of Global Wealth Technology initiatives including digitizing and modernizing complex web and mobile platforms ie: SWM Mobile App, iTrade Mobile App
- Implement a cross functional Squad based team model to ensure smooth end to end delivery; provide strategic direction and setting the business vision including KPI’s
- Dedicated lead for global SalesForce and client 360 ambition aligned with Technology priority to re-align and deliver with the business
- Instill a culture of innovation, drive operational efficiency in the front, middle and back offices, while improving the overall client/advisor experience for the main businesses of GWM including ScotiaMcLeod, Private Investment Counsel, Private Banking and Estates & Trust.
- Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Provides leadership in delivery of most effective and efficient technology solutions through build vs buy analysis, reusability, enterprise-wide collaboration etc.
- Ensure compliance with company technology standards, frameworks and policies with regard to solution architecture, security, data privacy and residency.
- Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
- Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

**Education & Expeirence**
- University degree in Computer Engineering / Applied Science / Technology
- 10+ years of Software Engineering experience 10+ years of progressively increasing leadership experience in Information Technology 5+ years managing strategy, process improvement and global transformations in large organizations, multiple geographies and operating models
- Experience driving global transformation programs with depth in Wealth & Asset Management Operations and Technology across the Investment Management lifecycle including the manufacturing and packaging of solutions across all distribution channels
- Thorough knowledge of Wealth Management, including full service brokerage and online brokerage. Working knowledge of Private Investment Counsel, Private Banking and Insurance
- Demonstrated experience with migrating to cloud based global operating models
- In depth industry knowledge and experience of the end-to-end investment management process across front/middle/back-office business functions across asset and wealth management including CRM and trading
- Strong technical communication skills with a proven ability to understand key business and technical concepts, and present them based on target audience (e.g. Senior Executives, Architects, Developers)
- Technology and Digital experience, with an understanding of AI, Machine Learning, Data Science, with exposure to digital transformation is an asset
- Executive gravitas with advanced problem solving and communication skills, highly collaborative, a true partner and enabler, s

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