Director, Strategy
Core
Establishes a strong link between Role Design, Technology partners, and Banking partners to enable the optimization and delivery of digital tools for Canadian Banking advisors.
Role type
Director, Strategy (Product & Technology)
Builds
Next generation of CRM and Branch Platform use cases and capabilities for Personal, Commercial, and Private Banking.
Domain
Financial Services / Banking / Salesforce Financial Services Cloud
Deliverable
product features
Required skills
Salesforce Financial Services Cloud (FSC) architecture, Business Strategy, Client360 platform expertise, Executive Communication, Financial Planning, Risk Management
Preferred skills
User Experience research, People management, MBA
Technologies
Salesforce Financial Services Cloud, Client360, Salesforce Financial Services Cloud (FSC)
Responsibilities
Drive horizontal strategy across CRM and Branch Platforms; Define strategic vision and transformational roadmap; Manage budgets and financial planning; Track product OKRs and KPIs; Lead rapid POC development cycles for AI integration; Act as Integrator for agentic workflows.
Seniority
Director, Strategic Leadership