Senior Manager, Sales

Requisition ID:

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

Purpose

Contributes to the overall success of the Sales & Partnerships team within Scotia iTRADE in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The Senior Manager, Sales & Partnerships is responsible for all-bank partner engagement and the profitable growth of Scotia iTRADE (SiT) through the retail and non-retail partners, internal sales and online direct channels. The Senior Manager, achieves this by leading and developing a team of Business Development and Partnerships Managers and National Consultants, in the delivery of two- way sales referral activities (into and out of Scotia iTRADE), coaching to the achievement of KPIs, and building/leveraging of strong relationships with all internal and external partners.

Additionally, the Senior Manager is responsible for supporting the Director, Sales & Partnerships in the execution of firm-wide prioritized initiatives that will directly result in achieving near and long- term business results. The individual will oversee and contribute to the successful implementation of strategic initiatives, business planning and integrated communication plans by working closely with internal stakeholders and support groups.

The Senior Manager will report directly to the Director, Sales & Partnerships.

Accountabilities

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Sales, Business Development and Partnerships:

• Developing and implementing effective SiT sales strategies across all channels
• Setting all acquisition channel targets and holding Business Development/ Partnerships Managers and National Consultants accountable for the achievement of sales goals and sustained levels of high performance
• Ensure all team members lead consistent and effective interactions with all retail and non- retail partners providing awareness of the Scotia iTRADE value proposition and soliciting referral opportunities into Canadian Wealth Management.
• Develops and maintains strong internal and external partner relationships to positively influence opportunities for cross-business partnerships to enhance the client experience and drive business growth
• Prudent expense management of team budgets, constantly looking for expense optimization opportunities
• Minimizes risk and losses by knowing and adhering to Scotiabank and Online Brokerage (OLB) policies, procedures and key controls
• Understands how the Bank's risk appetite and risk culture should be considered in day-to- day activities and decisions
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct
• Champions a high performance environment and contributes to an inclusive work environment; Implements a people strategy that attracts, retains, develops and motivates their team by communicating business strategy and managing succession and development planning for the team

Business Planning, Communications & Strategy:

• Oversees and contributes to the successful implementation of change initiatives, projects, including marketing campaigns, product launches and department-specific materials by working closely with internal stakeholders and support groups
• Conducts research, trend and cost/benefit analyses to identify opportunities for innovation, diversification, business and revenue growth
• Works alongside the Director to provide insightful business analysis and support during the profit planning process as well as the reporting of monthly, quarterly and year-end results to various stakeholders, including presentations, commentaries and dashboards, to drive a deep understanding of business results
• Identifies opportunities to improve the business' Net Promoter Score (NPS), a key driver of

client satisfaction as well as other key metrics against industry benchmarks

• Takes ownership of his/her Personal Development Plan, working with the Director in the identification of skills, behaviours and competencies required to achieve objectives and goals
• Supports Director with Scotia iTRADE business reporting including quarterly blue book, Executive monthly highlights and GWM volume and absenteeism reporting
• Supports department wide communication and approval process including writing and reviewing in alignment to Scotia iTRADE and Canadian Wealth Management Strategy.

Education / Experience / Designations

• 5+ years wealth management/Financial Services experience is required – with a strong preference given to sales experience with various internal channels (Retail Banking, Private

Banking, etc.)

• Solid understanding of Canada's financial services industry
• Expert knowledge of competitive offerings, market trends, economic conditions in the online brokerage business
• Highly motivated, results-oriented individual with strong organizational skills to coordinate and prioritize a number of concurrent projects
• Proven coaching and communication abilities to identify talent, uncover internal learning opportunities, give regular feedback and provide ongoing mentoring/coaching effectively with

management and employees

• Excellent project management, planning and analytical skills

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.
• Strong negotiating, influencing and communication skills (written and oral) to influence all levels

of the organization through the presentation of insight based on sound experiences

• Strong leadership, relationship management and interpersonal skills that facilitate a positive and effective team environment at all levels of the organization
• Solid experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint) and Salesforce CRM

Location(s): Canada : British Columbia : Vancouver || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : Manitoba : Winnipeg || Canada : Saskatchewan : Saskatoon

Scotiabank 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.