Job Description
Our client is seeking a Program Lead, Process Documentation & Optimization to support a critical Private Banking transformation initiative.

This individual will lead a team of Technical Writers responsible for documenting and standardizing operational processes while helping establish the foundation for a long-term process excellence program.

Initially structured as a contract engagement, this role will play a key part in delivering the first phase of the initiative ahead of a targeted November 1st launch, with the potential to evolve into an ongoing program focused on operational optimization and continuous improvement.

Key Responsibilities
• Lead and coordinate a team of four Technical Writers responsible for documenting end-to-end operational processes and procedures.
• Partner closely with Private Banking stakeholders to identify, capture, and document current-state workflows and Standard Operating Procedures (SOPs).
• Oversee the creation of documentation for approximately 24 critical SOPs and more than 100 high-volume operational activities.
• Establish documentation standards, governance, and best practices to ensure consistency and long-term maintainability.
• Work cross-functionally with business leaders, operations teams, and subject matter experts to gather requirements and validate documentation.
• Manage project timelines, deliverables, and stakeholder communications to ensure readiness for the November launch date.




• Assess opportunities for process optimization and operational efficiencies as the initiative transitions from documentation into a broader improvement program.

Support the development of a scalable framework for future process enhancement and knowledge management initiatives.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal opportunity/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

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Skills and Requirements
- Lean6sigma green belt minimum - 2-3 years of project management experience - Robust stakeholder management backround - Lean6sigma green belt minimum - 2-3 years of project management experience - Strong stakeholder management backround

📌 Private Banking Portfolio Manager (Toronto)
🏢 Insight Global
📍 Toronto