Associate Vice President, CXO Strategy & Transformation

About the Company

Reputable financial firm providing wealth management products & services

Industry
Financial Services

Type
Public Company

Founded
1865

Employees
10,001+

Categories

- Service Industry
- Financial Services
- Finance
- Consulting & Qualified Services
- Insurance
- Publicly Traded
- FinTech
- Savings & Investing

Business Classifications

- B2B

About the Role

The Company is seeking an Associate Vice President, CXO Strategy & Transformation to shape and steward an integrated client experience strategy and transformation agenda. The role connects priorities across client experience, digital, marketing, data, and business partners, while building the governance, metrics, and operating routines needed to turn strategy into execution. Responsibilities include modernizing performance management and executive reporting, guiding portfolio and investment prioritization, and translating business, financial, operational, and risk information into actionable insights.



The successful candidate will develop strategic narratives and recommendations for senior leaders and board-level audiences, advance the function’s AI strategy, and lead alignment across a complex organization.

Candidates should have at least 10 years of progressive experience in strategy, transformation, business management, consulting, financial services, client experience, operations, technology enablement, or a related leadership field. They should bring experience in enterprise transformation, strategic planning, portfolio management, executive governance, or performance management, along with strong financial and analytical skills. The role requires the ability to turn complex information into clear recommendations, create effective performance frameworks and executive materials, and influence across multidisciplinary teams. Proven leadership, sound judgment, pragmatic execution, and a commitment to coaching and developing others are also essential.

Hiring Manager Title
Vice-President, Experience, Planning and Transformation, CXO

Functions

- Strategy
- Operations

📌 Associate Vice President, CXO Strategy & Transformation (Ontario)
🏢 Leading
📍 Ontario