We’re building a relationship-oriented bank for the modern world.

Wealth Management

Operations supports a broad range of investment products, advisory programs, client account services, and operational activities across Wealth Management. As the Senior Director, Special Products, you’ll lead a complex portfolio of operations that supports fee-based, fiduciary, custodial, proprietary, and institutional product offerings, along with related client administration and reporting activities. You’ll set the strategic direction for service delivery, governance, controls, cost management, and process transformation across multiple specialized functions.

You’ll partner closely with business leaders, product teams, technology, governance, and change partners to support business growth, regulatory change, and new product or platform initiatives. You’ll also modernize the operating model through process optimization, digitization, and automation while building a high-performing leadership team positioned to meet current and future client and business needs. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Operational excellence - Direct end-to-end operations across portfolio administration, fee-based product servicing, custodial and post-trade support, client file administration, billing and fee governance, reporting, and related control activities to deliver accurate, timely, and client-focused service. Risk and governance - Establish and maintain a strong control environment by overseeing audit readiness, regulatory reviews, issue management, remediation activities, and governance practices across the portfolio. Transformation - Drive process redesign, standardization, automation, and digitization initiatives that improve scalability, resilience, productivity, and the client experience.





Financial and resource management - Manage budgets, business cases, unit costing, workforce planning, and organizational design to ensure the operation has the capacity and capability to support business needs. People leadership - Lead multiple Director-level teams, strengthen leadership capability through coaching and development, and foster a culture of accountability, collaboration, innovation, and continuous improvement. You have experience coaching employees and inspiring successful team performance.

You know that relationships and networks are essential to success. You give meaning to data. Including fee-based products, portfolio administration, custodial and post-trade servicing, client account administration, billing and fee governance, operational risk and control frameworks, and large-scale transformation.

It’s an asset if you have experience leading digitization, automation, and business change initiatives in a regulated financial services environment. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a advantages program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. a paid day off dedicated for you to use to invest in your growth and development. *You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process.

Business

Operations, Client Facing, Leadership, Mentoring Staff, Operations Management, People Management, Process Improvements, Strategic Initiative Management, Technical Knowledge #

📌 Senior Director, Special Products (Toronto)
🏢 CIBC
📍 Toronto