Avp, Cwb Wealth Analytics and Reporting

2 months ago

Toronto, 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

AVP, CWB Wealth Analytics and Reporting

CWB Wealth

With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada.

We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

The opportunity

This role will be a key strategic member of the wealth team, participating in special projects by providing data insights and reporting to the leadership team. Provides direct supervision to the Systems & Process Specialist role which focuses on supporting the client account maintenance and reporting processes including all system changes and upgrade initiatives within CWB Wealth.

The day-to-day

Data Analytics and Reporting- Operating at a leadership level, oversee and drive the development of client data analytics, management reporting, and insight strategies, activities, and plans to support the objectives set out by the leadership team in CWB Wealth.- Oversee the creation and use of data analytics to make effective business decisions in CWB Wealth.- Identify, drive, and build the development of client data analytics, management reporting, and insight strategies, activities, and plans to support the objectives set out by the leadership team in CWB Wealth- Identify the source of data, oversee the data and information collection from disparate sources, link and analyze this information, perform data integrity checks, and conduct analysis.-
- Institute a programmatic approach for information management to identify, prioritize and execute the data and analytic initiatives with clear line of sight to both wealth and enterprise strategies and business outcomes.- Oversee the reporting of the key financial measures for CWB Wealth such as the Metrics that Matter- Contribute to the planning and budgeting process for the business as required- Oversee internal data analysis and research efforts to build other income sources (Retention, Growth, and Attraction strategies and tactics).- Assist in controlling and budgeting Non-Interest Expenses (NIE’s) for CWB Wealth, reviewing regularly to maintain NIE’s within budget and provide reasonable explanations for over/out-of-budget items.- Understand and consistently recommend improvements to existing CWB Wealth processes, seeking and advising on continuous improvement throughout the Bank to maximize the client experience.

Business Transformation- Analyze and evaluate evidence based data, to provide empirical support and make recommendations on the client service delivery model that can be shared and scrutinized by other CWB Wealth stakeholders.- Support the development of business strategy and execution by driving valuable insights gained from mid-long term CWB Wealth data analytics.- Oversee monthly and quarterly reporting packages to the executive and prepare materials used by the EVP to use during the quarterly board meetings.- Work with other CWB corporate departments to research, develop plans, and implement solutions that add value and deliver on promises to our clients.- Review and recommend opportunities for continued product and project alignment with CWB Wealth’s strategic direction and business plans, including working with other departments to drive maximum value of the design and implementation of a new CRM (Customer Relationship Management) system.- Participate as required, in committees and workshops designed to address gaps in performance in terms of improving business development, enhancing product and service sales and improving the client experience- Represent department on Corporate Office Data Governance committees and others as required.

Leadership- Ensure a high degree of quality and accuracy for all team deliverables- Provide leadership in areas of strategy, results, budgeting, training, coaching and communication.- Ensure all identified objectives are being addressed properly and work flow is being completed as required.- Establish and implement clearly defined departmental procedures, defining requirements and building tools, forms and templates that will drive efficiency and value for team members- Work cohesively and cooperatively with CWB Wealth colleagues and other teams, branches, and departments throughout CWB Group.- Establish processes for the prioritization of research projects and initiatives

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