Senior Manager, CWM Fee Operations

Requisition ID: 264584 

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

Purpose

The Senior Manager, Canadian Wealth Management (Scotia Jarislowsky Fraser and Scotiatrust) Fee Operations is responsible for defining operational strategies and managing to the strategy through the development, execution, and delivery of operational policies and procedures and technology-enabled, innovative solutions.  The incumbent is responsible for developing and managing core relationships with Scotia Jarislowsky Fraser and Scotiatrust’s internal and external partners and service providers and developing new relationships to support and provide value to the business. 

Is this role right for you? In this role you will:

Develop, execute and maintain operational strategies in order to deliver innovative short, medium and long term solutions for Scotia Jarislowsky Fraser and Scotiatrust.

• Defining business requirements and managing change processes to achieve those requirements
• Leading the development of new and re-designed tools and processes to better deliver Fee services.  This includes the effective implementation of technology upgrades, new policies and procedures and improved administrative flows
• Leading key operational projects to drive business growth
• Developing operational processes, particularly in defining the Scotia Jarislowsky Fraser and Scotiatrust fees operational experience
• Ensuring that regulatory and compliance issues are being managed and delivered in a proactive and timely manner

Manage effective field implementation of Fee policies and prioritized initiatives by:

• Developing, implementing and adjudicating policies, creating operational efficiencies, resolving situational problems and providing support to all levels of Scotia Jarislowsky Fraser and Scotiatrust in the efficient operation of the day-to-day business 
• Driving adoption and monitoring the implementation of critical Fee initiatives
• Providing policy interpretation / clarification and managing exceptions

Align Fee processes and procedures with Scotia Jarislowsky Fraser and Scotiatrust’s overall objectives, while leveraging our internal partners to improve the front office experience by:

• Directing strategic change to the support services offered to continuously improve the field experience
• Seeking opportunities for growth and cost reduction by exploring operational efficiencies in the business and engaging multiple support areas to carry out the business strategy

Maintain liaison role and effective communications with Head Office departments to drive resolution to business issues in a manner that is aligned to strategy and supports the needs of the field and business.

• Working closely with Wealth Management Departments, to ensure timely exchange of  information on policies, procedures and enhanced tools
•  Working with cross-functional teams to influence the support and delivery of audit findings where applicable

Provide Strong Team Leadership

• Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
• Sharing knowledge experience and responsibility with employees in a drive for the highest standards of professionalism and service excellence
• Ensuring the performance management process is in place, creating performance metrics geared to the business and ensuring employee development is a priority for all employees on the team
• Regularly scheduling one-on-one coaching with direct reports
• Identifying and supporting training and developmental needs of team members

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Demonstrated expertise in operations within the investment industry
• 5+ years of managerial experience in business and/or operations, investment industry experience preferred
• Proven experience of leading and successfully delivering/implementing upon large projects
• University degree or college diploma or equivalent experience

What’s in it for you?

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers.
• A rewarding career path with diverse opportunities for professional development.
• Internal development to support your growth and enhance your skills.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!

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.