Senior Manager, Wealth Planning Content & Strategic Initiatives
Core
Design, develop, manage, and implement strategic initiatives and projects for wealth planning and business solutions, acting as a trusted advisor to the business group.
Role type
Senior Manager, Strategic Initiatives & Project Management
Builds
Strategic programs, change management plans, and business solutions for wealth management and broader business groups
Domain
Financial Services / Wealth Management / Strategy
Deliverable
product features
Required skills
Strategic analysis, Change management, Stakeholder management, Data governance, Business case development, Risk-informed decision making, Cross-functional coordination
Preferred skills
English-French bilingualism, Deep knowledge of wealth management industry, Advanced data-driven decision making
Technologies
Databases, Data governance tools
Responsibilities
Identify emerging issues and trends to inform decision-making; Build change management plans and lead execution activities; Coordinate management of databases ensuring alignment with data governance standards; Act as a trusted advisor to the business group; Influence and negotiate to achieve business objectives; Conduct independent analysis to resolve strategic issues.
Seniority
Senior, hands-on IC with strategic oversight
