VP, Advisor & Client Experience

Requisition ID: 198112
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Vice President, Advisor & Client Experience Technology

Purpose

The VP Advisor & Client Experience is responsible for the operation, maintenance, and future state of Advisor & Client technology for Global Wealth Management. This includes the creation and execution of the advisor technology road map, in addition to leading the Advisor systems & solution delivery teams and implementing a squad based team model.
Accountabilities

• Responsible for the creation, implementation and refinement of delivery best practices of advisor journey maps for Global Wealth Technology initiatives including: Reporting and Billing (Pure Facts), Total Wealth 360 (Salesforce)
• Lead the transformation and modernization of the Advisor desktop as the central hub that enables Advisors to serve clients more effectively by delivering on future Advisor technology platforms and capabilities in alignment with business goals, drivers and the GWM Brand Promise of "Total Wealth Advice" for Canadian Wealth Management.
• Enable a tailored and seamless experience for Clients by creating and implementing delivery best practices of Global Wealth Technology initiatives including digitizing and modernizing complex web and mobile platforms ie: SWM Mobile App, iTrade Mobile App
• Implement a cross functional Squad based team model to ensure smooth end to end delivery; provide strategic direction and setting the business vision including KPI's
• Dedicated lead for global SalesForce and client 360 ambition aligned with Technology priority to re-align and deliver with the business
• Accountable for the maintenance and enhancement of existing applications in support of the complex and diverse needs of Wealth business partners. Ensures the reliability, robustness, availability and stability of systems and applications across business lines, including compliance with governing regulations, internal policies and procedures.
• Instill a culture of innovation, drive operational efficiency in the front, middle and back offices, while improving the overall client/advisor experience for the main businesses of GWM including ScotiaMcLeod, Private Investment Counsel, Private Banking and Estates & Trust.
• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provides leadership in delivery of most effective and efficient technology solutions through build vs buy analysis, reusability, enterprise-wide collaboration etc.
• Challenge conventional practices and status quo with the goal of continuous improvement of capabilities to deliver practical business solutions; invest in disruptive technical change and not just incremental change in technology road map. Move from thinking about building applications to thinking about building platforms (data, CRM and artificial intelligence)
• Ensure compliance with company technology standards, frameworks and policies with regard to solution architecture, security, data privacy and residency.
• Directs day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits. Communicates the Bank's risk culture and risk appetite statement throughout their teams.
• Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

Education & Experience

• University degree in related field or equivalent work experience
• 10+ years of progressively increasing leadership experience in Information Technology 5+ years managing strategy, process improvement and global transformations in large organizations, multiple geographies and operating models
• Experience driving global transformation programs with depth in Wealth & Asset Management Operations and Technology across the Investment Management lifecycle including the manufacturing and packaging of solutions across all distribution channels
• Thorough knowledge of Wealth Management, including full service brokerage and online brokerage. Working knowledge of Private Investment Counsel, Private Banking and Insurance
• Demonstrated experience with migrating to cloud based global operating models
• In depth industry knowledge and experience of the end-to-end investment management process across front/middle/back-office business functions across asset and wealth management including CRM and trading
• Strong technical communication skills with a proven ability to understand key business and technical concepts, and present them based on target audience (e.g. Senior Executives, Architects, Developers)
• Technology and Digital experience, with an understanding of AI, Machine Learning, Data Science, with exposure to digital transformation is an asset
• Executive gravitas with advanced problem solving and communication skills, highly collaborative, a true partner and enabler, strong team player and influencer
• Innovative mindset; ability to continually challenge the status quo, inspire a shared vision and promote key values driving urgency and execution, to facilitate a client focused culture within labs and business lines.
• Strong understanding of agile principles and scrum team practices and rituals an asset.
• Able to lead teams through a fast-paced environment with priorities that can quickly change and often are in conflict with each other.
• Deep understanding of service-oriented architecture, cloud platform and engineering, security, identity and access management, operating system model, modern data platforms, business intelligence, data mining and visualization tools

Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.