12 Aug
|
Scotiabank
|
Toronto
12 Aug
Scotiabank
Toronto
Is this role right for you? In this role you will: Lead and execute medium-to-large operational effectiveness and efficiency projects supporting International Wealth Management Design, document, and implement operational policies, procedures, process flow, business cases, and related efficiencies, in support of operational efficiency and automation initiatives Gather, process, and conduct in-depth data analysis from various sources, including databases and data warehouses, to deliver various reporting Investigate and resolve data-related issues, working with technical teams to troubleshoot programing codes and implement fixes Contribute to the development and enforcement of data governance policies, standards, and procedures & work with data owners to define data definitions and business rules Provide leadership and financial expertise to design, administer and execute the onshore/offshore client referral and revenue sharing program for the four Scotiabank Wealth Management business lines across the Caribbean and Pacific Alliance Countries - Asset Management, Advisory and Brokerage, Private Banking and Trust, including the definition and implementation of standard operating procedures, Service Level Agreements and Governance of same Manage the calculation, payments, and reporting for Strategic Partnerships onshore / offshore client referral between onshore and offshore Scotiabank entities, as well as process revenue sharing payments Process invoice payments for IWM business lines Create clear, concise,
and informative reports and dashboards to communicate data insights and key metrics to stakeholders using data visualization tools to present findings effectively Work collaboratively with local and international business lines, Finance and Technology partners to define, document, and implement operational processes to understand project requirements and implement solutions & participate in cross-functional projects as an operational expert, providing training and support to business users on process flows and reporting Do you have the skills that will enable you to succeed in this role? Wed love to work with you if you have: A University degree in Business, Computer Science, Finance, or related fields 5+ years of experience in the Financial Services industry Wealth Management business and operational knowledge is desired 3 + years of experience with data management tools and various query and processing languages (SQL, Python, ETL) 2 + years experience with data analytics and visualization tools (Power BI, Looker) Advanced knowledge of Microsoft Excel, MS Access and Databases is required Spanish language is an asset as the role requires interaction with LATAM countries Strong oral and written communication skills and the ability to make presentations to various groups, including Senior Leaders An expert ability to balance competing or conflicting goals of various departments/stakeholders, requiring a prioritization approach Strong influencing, negotiation and change management skills Solid acumen for financial analysis, data analytics and reporting required, including but not limited to Databases data extraction, Python, SQL, and other data technologies
📌 Manager, Operations Business Support (Toronto)
🏢 Scotiabank
📍 Toronto