Regional Director, Partnerships

Requisition ID: 236048

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Purpose of Job**:
The Regional Director, Wealth Management Partnerships is responsible for the profitability of an assigned Retail & Business Banking region. The incumbent achieves defined goals by setting and managing the Bank Partner strategy for the region related to the profitable delivery of high quality advice and solutions to Bank Retail & Business Banking Partners and their customers. The incumbent achieves this by leading and coaching a team of Wealth Management Consultants, ensuring they have the skills and knowledge required to meet and exceed goals. As the leader of this team, the Regional Director will ensure that the Bank Partner coverage is robust and supported by their Advisory colleagues. The incumbent will work closely with regional and local business line leaders, his/her Bank Partnerships counterpart, and National Office to ensure there are collaborative working relationships in the region, with a focus on providing a holistic Wealth Management offering to clients, deepening and broadening Scotiabank client relationships.

**Major Accountabilities**:

- ** Develops and executes strategic business plans for the market area by**:

- Collaborating with Executive Office to develop the market Leadership strategy for Partnerships;
- Developing a visible community profile for Scotia Wealth Management in the region;
- Developing and providing oversight of regional partnership engagement initiatives and budgets (e.g. sponsorship, campaigns, etc.);
- Providing direction and support to direct reports for resolution of complex client issues in a timely manner;
- Serving as the primary leadership contact for the region, establishing close working relationships with Scotia Wealth Management colleagues and Scotiabank partners to create business line awareness and generate quality internal referrals;
- Representing Scotia Wealth Management/Scotiabank at various regional industry and regulatory functions.
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Leads the sales/service management strategy for the market area by**:

- Leading, coaching and motivating a regional team of Wealth Management Consultants to exceed nationally defined goals and business plans with recognition and by providing effective and timely training and performance management;
- Championing and facilitating the sharing of best practices across the region to enhance client and relationship managers experiences;
- Encouraging the effective use of tools to track referrals for reporting and to ensure timely communication to partners on referral status;
- Managing the territory coverage within the region, ensuring that Scotiabank partners and Wealth Management colleagues feel well supported, gaps and/or opportunities are identified and recommendations are made to address them;
- Preparing and managing a regional profit plan that aligns to the broader Client Solutions annual profit planning exercise;
- Establishing and overseeing cross referral business (e.g. Retail Distribution, Commercial Banking, Automotive Banking) and business development activities for Scotia Wealth Management;
- Maintaining a strong understanding and working knowledge of all Scotiabank’s capabilities in order to recognize and facilitate cross-referral opportunities.
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Ensures operational effectiveness and manages operational risk for the market area by**:

- Working with advisory regional management and National Office to support escalated client experience issues and formal complaints involving Solutions professionals;
- Preparing and managing the regional business development budget;
- Utilizing enablers (e.g. dashboard reporting, CRM, etc.) and supporting the adoption of new tools, technologies, and processes to effectively manage the region;
- Managing the overall quality and timeliness of client service in the region in compliance with corporate policies and procedures, the operation document(s), legislation, and court precedent.
- Defining the Wealth Management Consultant recruitment strategy for the region and managing the recruitment and onboarding of new hires, including terms of employment, administrative requirements, real estate, and any other necessary support.
- Ensuring management controls are in place and effective across the region;
- Overseeing the execution of Bank policies, practices, & procedures across the region;
- Maintaining a high degree of working knowledge of regulatory and legislative requirements in the region;
- Ensuring the direct reports comply and hold their teams accountable to upholding all regulatory and compliance requirements including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FATCA, QI, Know Your Customer, CASL;
- Ensuring strict adherence to Bank security procedures, including assigned authorities and limits across the region.
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Build and maintain collaborative networks with key partners by**:

- Developing strong relat