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Senior Manager, Wealth Transformation Strategist

2 months ago

Toronto, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Manager to lead the development and implementation of our Total Wealth Strategy in Canada. As a key member of our team, you will be responsible for ensuring the successful execution of specific individual and program goals, plans, and initiatives in support of our Canadian Wealth Management growth strategy.

Key Responsibilities
  • Strategic Partnership Development
    • Work closely with the Director to develop and deliver strategic partnerships, marketing campaigns, education content, client events, and advisor tools to support the delivery of the Total Wealth Strategy.
    • Collaborate with internal and external partners and businesses to create and align resources to support program objectives and deliverables.
  • Program Management
    • Manage multiple work streams to ensure program milestones are reached, tracked, and reported.
    • Organize, facilitate, and document discussions across project streams and training sessions.
    • Create and track program KPIs and dashboards for executive reporting.
  • Client and Advisor Engagement
    • Build and foster key partnerships across Canadian Wealth Management and enterprise partners.
    • Collaborate with the Canadian Wealth Management Client Solutions team and key stakeholders to optimize internal processes and tools to improve the client and advisor/relationship manager experience.
  • Business Development
    • Conduct research, trend, and cost/benefit analyses to identify additional business opportunities.
    • Support advisors and relationship managers to better understand retirement, health, and wellbeing needs of Scotia clients.
  • Communication and Training
    • Develop and deliver business line and/or executive communications.
    • Support the development of marketing, communications, training, and sales collateral and materials to support advisor client growth.
  • Leadership and Collaboration
    • Champion a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
    • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
Requirements
  • Post-secondary degree, preferably in Business Administration.
  • Five years of experience in corporate strategy or project management in the wealth management, banking, or financial services industry, is an asset.
  • Deep understanding of Wealth Management Business lines.
  • Experience developing and delivering business line and/or executive communications.
  • Self-motivated; ability to work both independently and collaboratively with multi-functional teams.
  • Strong relationship management skills to effectively manage relationships across the Bank, its partners, and external vendors.
  • Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business acumen and attention to detail.
  • Strong project management experience, PMP is an asset.
  • Exceptional communication skills, both written and verbal.
  • Bilingual in English and French is an asset.
  • Advanced knowledge of MS Office including Word, Excel, and PowerPoint.