At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. Reporting to the Vice-President, Operations, the Director - Specialized Operations provides strategic leadership across Business Banking Operations, Wealth Operations and Sales Support. The role leads multiple specialized processing and support teams to deliver responsive, accurate and scalable service to Members, Advisors and business partners.
The Director translates enterprise and line-of-business strategies into practical operating models that integrate people, process, data, financial outcomes, controls, technology and change delivery. capacity and workforce planning; operational performance; The role is accountable for mitigating operational and reputational risk, maintaining compliance with applicable industry rules, regulations and internal policies, and strengthening audit readiness. Working through a management team and in close partnership with business leaders, the Director builds future capability, improves Advisor and Member experience, and delivers measurable efficiency, quality and growth capacity.
Provide strategic direction for Business Banking Operations, Wealth Operations, and Wealth Sales Support, aligning priorities with enterprise and line-of-business strategies.
Translate strategy and business requirements into clear operating plans, service models, accountabilities and measurable goals.
Lead annual operating planning, budget and expense forecasting, capacity planning and longer-term capability development.
Ensure teams and structures evolve with business needs while preserving service quality, specialized expertise and scalability.
Act as executive sponsor for initiatives involving process, technology, data, controls and organizational change.
Oversee specialized Business Banking operational support across Small Business, Commercial and Syndication activities.
Lead multiple teams in delivering timely, accurate, consistent and expert operational support to Members, Advisors and business partners.
Evolve the Wealth sales support strategy to provide the right value to Advisors, address capacity constraints and strengthen the end-to-end service experience.
Plan and forecast workload and capacity to meet service commitments, manage critical priorities and support future growth.
Design, standardize and continuously improve workflows, policies and procedures to increase efficiency, consistency and control effectiveness.
Use performance data and operational insights to identify trends, root causes, risks and improvement opportunities.
Lead implementation of workflow and technology solutions and support the operationalization of new or changed products and services.




Evaluate appropriate third-party and outsourcing opportunities and manage partner performance where applicable.
Risk, Audit and Compliance
Maintain standardized, accurate processes and effective controls to mitigate operational, regulatory and reputational risk.
Establish proactive management reporting and testing expectations to demonstrate that audit, regulatory and policy requirements are being met.
Partner with Operational Excellence, Compliance and/or risk functions to identify non-compliance, elevate issues and implement practical solutions.
Maintain working knowledge of applicable AML/ATF, privacy, securities, lending, and other regulatory or policy requirements relevant to the portfolio.
Anticipate emerging risks, prioritize critical issues and ensure appropriate escalation, decision-making and follow-through.
Build a high-performing, engaged, inclusive and flexible workforce focused on Member service, operational excellence and continuous learning.
Provide leadership, coaching, counsel and mentorship to direct reports, and clear direction to indirect teams.
Lead performance management, succession planning, talent development and professional development planning.
Develop digital, analytical, risk and process‑improvement capabilities across the leadership team and broader portfolio.
Communicate strategy, performance, opportunities, risks and recommendations clearly to senior leaders, partners and external stakeholders.
Create an environment that encourages open communication, innovation, accountability, thoughtful risk‑taking and sharing of leading practices.
Reliable service delivery against established service levels, quality standards and business priorities.
Strong control execution, audit readiness, timely issue remediation and adherence to regulatory and policy requirements.
Strong business and financial acumen, with the ability to connect operational insights to enterprise outcomes.
Ability to analyze structured and unstructured data, identify trends and translate insights into clear recommendations and action.
Demonstrated capability in operating‑model design, capacity planning, workflow optimization, reporting and performance management.
Knowledge of operational risk, internal controls, audit practices, compliance obligations and issue remediation.
Strong Member, Advisor and partner orientation, with a focus on trust, responsiveness and service quality.
Undergraduate degree in business, finance,



economics or a related discipline, or an equivalent combination of education and experience.
Experience leading multiple operational, processing or sales‑support teams in a regulated financial services environment.
Business Banking experience, including exposure to credit, adjudication, legal documentation, commercial lending or government lending programs, is strongly preferred.
Wealth operations, Advisor sales support, securities operations or estates‑processing experience is strongly preferred.
Experience with audit engagements, AML/ATF, privacy, operational controls and regulatory compliance is an asset.
Knowledge of process improvement principles and techniques; formal process‑improvement or project/change certification is an asset.
Experience with financial‑services systems, workflow platforms, document management, service management and Microsoft productivity tools is required; familiarity with Meridian platforms is an asset.
Knowledge of Ontario real estate law and applicable estates requirements is an asset.
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience
123,400.00 to $185,200.00 CAD
Compensation for this role is based on a combination of skills, experience, and internal equity. Office Location:
Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. Meridian has a work from home policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.
Hybrid work arrangements with in‑person office time to collaborate, innovate, and build relationships with your colleagues.
This is not your typical “corporate” job. We see talent as a catalyst for sustainable growth, community impact, and future‑readiness. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

📌 Operations / General Manager - Remote (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines