Lead User Support Specialist for Wealth Management and Financial Markets

1 month ago


Montreal, Quebec, Canada National Bank Full time

About the Role

As a Manager, Specialized User Support for Wealth Management and Financial Markets, you will oversee the teams responsible for delivering level 2 technical support for these sectors at National Bank. This position requires occasional travel between Montreal, Toronto, and Calgary.

This role will enable you to leverage your management skills, user support experience, and knowledge of office automation technology to drive positive impact on our organization.

Your Responsibilities

  • Human Resources Management - responsible for hiring, performance appraisals, goal setting, coaching, and professional development
  • Manage performance indicators for internal IT teams
  • Oversee two teams of professionals responsible for ensuring the quality and efficiency of end-to-end office automation technical support
  • Manage operational capacity (human and material)
  • Validate and approve work schedules
  • Budgeting responsibilities - accountable for monitoring sector budgets, updating forecasts upon request, and taking corrective actions to achieve objectives
  • Ensure adherence to the Bank's policies and procedures
  • Develop strategies to enhance the IT service desk according to the sector's business plan and priorities
  • Propose proactive solutions to optimize customer service
  • Develop reports to effectively share critical operating data
  • Develop, refine, and communicate clearly documented information and processes
  • Measure and report on your team's performance
  • Ensure high user satisfaction through quality decisions based on satisfaction surveys
  • Effectively handle escalations
  • Maintain SOPs (standard operating procedures) and communicate changes made
  • Manage employees under contract
  • Ensure all requests are processed within established service standards
  • Analyze different technological business solutions to understand their impacts and recommend to management
  • Collaborate with other managers and senior managers to deliver high-quality technical support and achieve project objectives
  • Collaborate with business line managers and IT delivery towers in relevant sectors

About Your Team

As part of the I&O-SVM sector, you'll join a large team of 12 colleagues and report to the Senior Manager, FM and WM Support. Our team stands out for offering dedicated, on-site support for FM and Trading (VIP) users.

Our training programs utilize on-the-job learning to help you master your role. You can access personalized training content to support your ongoing learning, and you'll have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Requirements

  • Bachelor's degree in a related field and 6 years of relevant experience or master's degree in a related field and 4 years of relevant experience
  • Experience managing personnel
  • Experience in managing and developing office automation technical support teams
  • Knowledge of office automation support management technologies and systems
  • Ability to evaluate operational statistics to improve service delivery
  • Strong leadership and communication skills
  • Good sense of initiative and autonomy
  • Creative with strong team spirit
  • Dedication to quality work and respect for deadlines


  • Montreal, Quebec, Canada National Bank Full time

    Job OverviewElevate your career with a challenging role as a User Support Team Lead for Financial Markets and Trading at National Bank.


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Position OverviewAviso Wealth seeks a highly skilled Financial Markets Expert - Fund Trader to join its Trading team. The ideal candidate will possess extensive knowledge of financial markets and trading practices, with the ability to work independently and collaboratively as part of a dynamic team.


  • Montreal, Quebec, Canada CWB Financial Group Full time

    CWB Financial Group is seeking a skilled Marketing Strategy Lead to join our team. As a key member of our marketing department, you will play a pivotal role in building and delivering our marketing strategy across acquisition and retention channels.The ideal candidate will have 5+ years of experience in marketing/com with depth and breadth across Paid,...


  • Montreal, Quebec, Canada CWB Financial Group Full time

    Company OverviewCWB Financial Group is a leading financial institution that offers a range of banking and wealth management services.Job SummaryWe are seeking an experienced Growth Marketing Strategy Lead to join our team. The successful candidate will lead the development and execution of growth marketing strategies across various channels, driving business...


  • Montreal, Quebec, Canada National Bank Full time

    Overview: The National Bank is a forward-thinking institution that values innovation and customer satisfaction. As a Senior Wealth Management Specialist, you will be part of a team dedicated to providing exceptional financial services to high-net-worth clients.Compensation: This role offers an estimated salary range of $120,000 to $180,000 per year,...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...


  • Montreal, Quebec, Canada Scotiabank Full time

    As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...


  • Montreal, Quebec, Canada Hunter Bond Full time

    Hunter Bond is seeking an experienced Desktop Support Engineer to join our team in Montreal, Canada.This role involves providing exceptional end-user support in a fast-paced, technology-driven environment, working closely with cutting-edge trading technologies and leveraging automation tools like PowerShell to improve workflows and efficiency.About the...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry.Job SummaryWe are seeking a skilled Mutual Funds Trader to join our Trading team. This role will be responsible for ensuring support and problem resolutions with all activities related to Mutual Funds and placing daily trades for Portfolio...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    A fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...


  • Montreal, Quebec, Canada Octav Labs Inc. Full time

    We are seeking a seasoned Marketing Director to spearhead our marketing efforts and position Octav as the Web3 ecosystem's most trusted source for financial data.Job DescriptionAbout the Role:This hybrid position offers the opportunity to lead our marketing team and drive user acquisition, brand authority, and product mix development.Develop and execute a...


  • Montreal, Quebec, Canada National Bank Full time

    Company OverviewNational Bank Financial – Wealth Management is a leading provider of wealth management solutions. Our team of experts is dedicated to supporting advisors in their growth and success.


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a Senior Wealth Management Professional to join our team in Montreal, Canada.About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Salary and...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.


  • Montreal, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a skilled Wealth Management Specialist for our offices in Montreal and Quebec City.Compensation: $60,000 - $80,000 per year, based on performance.Job DescriptionWe are expanding our team and looking for motivated individuals to advance in the field of wealth management. As a Wealth Management...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    About Sun Life FinancialSun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individuals and corporate clients. Our purpose is to help clients achieve lifetime financial security and live healthier lives.Compensation PackageWe offer a competitive compensation package that...


  • Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    The Toronto-Dominion Bank (Canada) offers a competitive salary of $85,000 annually, along with opportunities for professional growth and development. As a Private Banker II at TD, you will have the chance to work with high net worth clients, develop your skills in relationship management, and contribute to the success of our team.About the RoleThis role is...


  • Montreal, Quebec, Canada Mackenzie Financial Corporation Full time

    About Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    OverviewThe Banque Nationale du Canada is a leading financial institution with a commitment to innovation and collaboration. Our Financial Markets Operations team plays a critical role in ensuring the smooth execution of trades and securities transactions.We are seeking a skilled Financial Markets Operations Specialist to join our team, providing exceptional...