Senior Wealth Management Strategist

4 weeks ago

Old Toronto, Ontario, Canada Scotiabank Full time

About the Role:

We are seeking a highly skilled Senior Wealth Management Strategist to join our team at Scotiabank. As a key member of our Wealth Management division, you will be responsible for designing and implementing client segment strategies to achieve business goals.

Key Responsibilities:

  • Develop and execute client segment strategies to drive business growth and revenue.
  • Collaborate with stakeholders to set target volumes and client segmentation goals.
  • Define and evaluate segmentation guidelines for subsegments such as business owners, women, and healthcare professionals.
  • Track performance and provide regular reports to senior management on segment strategy progress and outcomes.
  • Establish and oversee the implementation of the segmentation framework and standard operating procedures.
  • Collaborate with cross-functional teams to ensure seamless execution of the segmentation program.
  • Monitor performance against established KPIs and identify areas for improvement.
  • Ensure strong controls and effectiveness of our internal referral process.
  • Promote a data-driven culture by leveraging analytics to identify distinct client segments.
  • Conduct in-depth research to inform strategy and understand client segment characteristics and needs.
  • Ensure effective and efficient operations while adhering to day-to-day business controls.
  • Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team.

Requirements:

  • Master's degree or MBA preferred with 5+ years of relevant experience in financial services.
  • Strong understanding of Wealth Management business including Brokerage, Private Banking, Offshore, and Trust offerings.
  • Advanced knowledge of International Wealth Management industry, competitors, and their products and services.
  • Fluency in Spanish is an asset; on-the-ground experience working in Latin America is an asset.
  • Exceptional verbal and written communication skills in English and Spanish.
  • Strong organization & self-management skills to convert strategic objectives and plans into measurable results.
  • Solid project and process management and change management skills.

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