17 Oct
|
Scotiabank
|
Toronto
17 Oct
Scotiabank
Toronto
Select how often (in days) to receive an alert: Title: Senior Manager, Brokerage & Advisory Operations Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Brokerage & Advisory Operations supports and contributes to the overall success of the International Wealth Management (IWM) Wealth Distribution business, ensuring specific individual goals, plans, and initiatives are executed & delivered in support of the team’s business strategies and objectives, ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The incumbent will provide leadership and support in assessing and documenting current and future state IWM Brokerage & Advisory operational processes, work collaboratively with the Wealth Distribution business line and Technology partners in supporting the definition and implementation of the Brokerage & Advisory Target Operating Model, and lead/support the definition and execution of operational workstreams in Wealth Expansion initiatives within the Caribbean, as well as the Pacific Alliance Countries (PAC – Mexico, Peru & Chile). Responsibilities also include participating in and supporting current and ongoing programs and projects initiated by IWM Operations to enhance operational effectiveness and efficiency. Is this role right for you? In this role you will: Coordinate with in-country Wealth Management and Operations teams to document and assess current state Brokerage operating model,
including the identification of control gaps and procedural inefficiencies and definition of associated remediation plans Work with local Operations teams to define Service Level Agreements (SLAs) / Key Performance Indicators (KPIs), and any in-country or cross-bordered efficiency opportunities aligned to the Target Operating Model Support Head Office Governance over in-country Wealth Management (Advisory and Brokerage) activities, including the definition and periodic review of standard KPIs, and any related follow-up/investigation that is required In collaboration with our internal partners (Business Line, Operations, Business Delivery & Transformation, Technology), perform country gap assessments and support the definition of standard regional operating models for Wealth distribution that leverage scale and prioritize strategic vendor relationships to promote operational efficiency, mitigate risks, and facilitate effective oversight Support new and ongoing programs/projects, and new product and services launch, to improve business lines, targets & goals as well as current opportunities to improve processes surrounding the Brokerage & Advisory/Wealth technology, management reports, operation activities, outsourcing opportunities, and cost reduction initiatives. Support business case documentation and associated implementation roadmaps for Wealth Expansion initiatives that clearly articulate financial and risk mitigation benefits & upon approval, support the execution of implementation roadmaps for operational workstream, ensuring timely delivery of deliverables Champion a customer focused culture to deepen client relationships and leverage broader
📌 Senior Manager, Brokerage & Advisory Operations (Toronto)
🏢 Scotiabank
📍 Toronto