Strategic Initiatives Manager

Requisition ID: 274478 

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

Purpose

The Senior Manager, Strategic Initiatives is a critical team member of the Practice Excellence (PE) group in Scotia Wealth Management. This role provides cross-functional leadership by leading strategic planning, reporting, and the execution of initiatives that support the CWM growth strategy.

Reporting to the Practice Excellence Vice President, the Senior Manager will work closely to lead and manage the strategy, foster team culture, and enable collective deliverables. The role will contribute to the collaborative build-out, implementation and measurement of successful initiatives across Training & Development, Practice Management, Total Wealth Programs, Change Management, and CWM Investment Advisory stakeholders. The role also ensures all activities conducted are in compliance with governing regulations, internal policies and procedures, while ensuring strong performance, operational excellence, and a high performing, inclusive culture.

Accountabilities 

• Lead, facilitate and measure Practice Excellence strategy and initiatives:

• • Work closely with the VP to prioritize, manage, implement and track strategic initiatives across the Practice Excellence team, ensuring strong collaboration, project governance, and business alignment on activities and initiatives that support CWM Investment Advisory growth
  • Lead the development and implementation of new strategic initiatives across the PE ecosystem to support advisor development & growth, and client experiences
  • Collaborate with PE leaders to ensure engagement and ownership across multiple teams, and manage multiple work streams to ensure project milestones are reached
  • Conduct analysis of competitors across wealth management industry, track shifts in wealth management landscape, and develop forward-looking insights on opportunities to support the evolution of the team deliverable

• Communications and Culture

  • Lead and own PE team communications and platforms – supporting the development/evolution and regular delivery of impactful and timely communications to support the PE team success
  • Champions and influences a collaborative, high performance and inclusive culture through employee focused and client focused initiatives, events and development programs
  • Proactively pursues, models and influences the adoption of new technology and best practices to support the high performance culture across PE teams and initiatives in support of advisor training, development and engagement

• Reporting, Risk, Controls & Operational Excellence