Manager, Business Initiatives
7 months ago
Requisition ID: 197095
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Manager, Business Initiatives** is a key participant in the overall delivery of field focused programs, system launches, sales enhancing tools and delivery mechanisms to support the success of the business. This individual will provide vital support and leadership in the development, planning and execution of new and ongoing business enabling initiatives within Private Investment Counsel.
The incumbent is expected to drive forward key projects through effective strategies for stakeholder engagement, reporting, execution and escalation. The incumbent will have critical involvement in national and field level projects that are geared to enhance field operations and sales and service effectiveness across the country.
**Key Accountabilities**
**1. Manage and execute through expert and detailed coordination of PIC Executive Office projects focused on business and growth enablement**:
- Manage all PIC Marketing projects and programs, provide professional guidance and serve as an escalation point, take a lead role in execution
- Assist and support Senior Manager, Business Delivery in planning and execution of strategic, marketing and technology projects
- Work closely with internal stakeholders in Private Investment Counsel Executive Office, Regions and Markets and Relationship Manager, SWM partners, and greater bank
- Support and provide sustainment of PIC national programs
- Analysis and planning for delivery of initiatives with high efficiency and seamless integration
- Development, design and build of related materials and collateral in conjunction with partners. Third party vendors, including printing, translation, digital endeavours, etc (invitations, brochures, guides, etc)
- Represent PIC Business in variety of SWM committees
**2. Develop and coordinate Sales & Practice Management functions of the business by;**
- Manage key technology platforms to ensure their continued usability and effectiveness
- Support key strategic change / development in technology platforms aimed at bolstering the sales and practice management discipline
**3. Manage, coordinate & structure business Line events, meetings, working sessions, etc**:
- Manage end-to-end event logistics planning and coordination (venues, accommodations, meals/entertainment, etc)
- Assist with the articulation of key outcomes and development of agendas/working structure to ensure business objectives are met for in field events in support of national programs or strategies
- Assess and seek out the most appropriate venue for meetings / gatherings based on size / type and attendees which includes recommending on facility alternatives
- Oversee all event logistics and resources to ensure, bookings for boardrooms / conference rooms and equipment / materials as appropriate
- Meeting with outside providers of service (conference centres / hotels / caterers)
- Oversee arrangements, ensuring smooth execution and assessing outcomes for future reference
**4. Manage PIC Executive Office communications focused on program and initiative launches, ongoing enhancements and sales team enablement by**:
- Planning, Composing and distribution of field communications to support program rollout and sustainment of initiatives
- Liaisons with SWM COMMS team to ensure PIC is aligned with the SWM guidelines
- Create standard templates for invitations, reports, etc.
- Work closely with PIC partners and leadership teams to maintain an up to date communications calendar
- Producing material from written copy / rough notes, proofreading work /output against source documents
- Coordinating the delivery with internal stakeholders, including SWM Partners and Communications as/when required
**5. Contribute to the effective functioning of the PIC Head Office team by**:
- Participating actively in team learning development activities and team performance achievements.
- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team meetings
- Actively share knowledge and experience to enhance the development of all team members
**Education/Work Experience/Designations**
- University or Community College degree
- Strong understanding of the Private Investment Counsel (PIC)strategy and vision
- Strong knowledge of Private Investment Counsel operations and sales environments
- Thorough knowledge of policies, procedures, operational processes and systems that support PIC
- Excellent written and verbal skills required to prepare communications and interact effectively with Senior Management, other Bank departments and external parties;
- Excellent time management skills
- Proficiency in Project Management, organizational skills, t
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