Requisition ID: 240969
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose
The Senior Manager & Lead Analytics & Insights will play a critical role in supporting the Total Wealth Strategy by leading high-impact analytics initiatives that enable data-driven decision-making and deliver effective solutions to accelerate business growth and operational efficiency. This role requires strong leadership in stakeholder engagement cross-functional collaboration and the ability to distill complex data into clear actionable insights. Working closely with Scotia Wealth Advisory business lines (SM PIC & PB) the Senior Manager will be responsible for the end-to-end delivery of strategic projects and key initiatives applying deep business acumen and strong leadership to drive meaningful outcomes.
Accountabilities
- Lead the design and execution of analytics solutions that support advisory business priorities
- Elevate & enhance Total Wealth Analyzer as the advisors go-to tool for tailored analytics and creating a one-stop shop for deeper client insights and new growth opportunities
- Standardize reporting across advisory business lines to enable insights and strategic visibility
- Oversee the team responsible for managing all tool-related inquiries from advisor teams field staff and head office stakeholders. This includes handling access requests responding to data inquiries and ensuring timely resolution of user issues to support seamless business operations
- Provide thought leadership in data storytelling visualization and advanced analytics that drive decision-making
- Partner with senior stakeholders to understand business needs and translate them into data-driven strategies
- Collaborate with technology product and business teams to ensure alignment and delivery
- Identify opportunities to enhance analytics capabilities and influence strategic direction
- Mentor and coach team members fostering a culture of growth and innovation
- Champions a high-performance environment and contributes to an inclusive work environment. Understand Scotiabanks values code of conduct and adhere to operational compliance and conduct risk policies
- Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions
Dimensions
- Manage direct reports
- Support multiple business lines within Wealth (SM PIC & PB)
- Require extensive wealth business knowledge to identify and translate key business data into relevant insights for problem solving and strategical analytics
- Strong knowledge about wealth financial planning process system measurement and related data.
- Strong knowledge of data visualization automation & CRM tools including but not limited to- Power BI Salesforce.
- Expert skills in data mining using SQL R/Python or SAS;
- Expert skills as a user for Salesforce Wealth 360
- Solid knowledge about data connections through various source data systems within Wealth
Education / Experience / Other Information
- Required: Undergraduate degree in business or engineering
- Preferred: MBA and/ or equivalent post-secondary education
- Minimum of 10 years of work experience; experience working in the wealth management or financial services sector would be an asset
- Deep understanding of all Scotia Wealth Management business lines would be an asset
- Ability to deliver results in a fast-paced and dynamic business environment
- Strong business acumen and strategic thinking skills
- Highly analytical with strong consulting and problem-solving abilities; tenacity to identify the root cause of problems is essential
- Highly motivated self-driven results-oriented and an ability to work under pressure
- Ability to work in cross-functional teams and build networks and relationships
- Strong communication interpersonal and presentation skills and ability to deal with all levels of management
- Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines
- Strong knowledge of data visualization automation & CRM tools including but not limited to- Power BI Salesforce
|
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.
Required Experience:
Senior Manager
Requisition ID: 240969Join a purpose driven winning team committed to results in an inclusive and high-performing culture.PurposeThe Senior Manager & Lead Analytics & Insights will play a critical role in supporting the Total Wealth Strategy by leading high-impact analytics initiatives that enable d...
Requisition ID: 240969
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose
The Senior Manager & Lead Analytics & Insights will play a critical role in supporting the Total Wealth Strategy by leading high-impact analytics initiatives that enable data-driven decision-making and deliver effective solutions to accelerate business growth and operational efficiency. This role requires strong leadership in stakeholder engagement cross-functional collaboration and the ability to distill complex data into clear actionable insights. Working closely with Scotia Wealth Advisory business lines (SM PIC & PB) the Senior Manager will be responsible for the end-to-end delivery of strategic projects and key initiatives applying deep business acumen and strong leadership to drive meaningful outcomes.
Accountabilities
- Lead the design and execution of analytics solutions that support advisory business priorities
- Elevate & enhance Total Wealth Analyzer as the advisors go-to tool for tailored analytics and creating a one-stop shop for deeper client insights and new growth opportunities
- Standardize reporting across advisory business lines to enable insights and strategic visibility
- Oversee the team responsible for managing all tool-related inquiries from advisor teams field staff and head office stakeholders. This includes handling access requests responding to data inquiries and ensuring timely resolution of user issues to support seamless business operations
- Provide thought leadership in data storytelling visualization and advanced analytics that drive decision-making
- Partner with senior stakeholders to understand business needs and translate them into data-driven strategies
- Collaborate with technology product and business teams to ensure alignment and delivery
- Identify opportunities to enhance analytics capabilities and influence strategic direction
- Mentor and coach team members fostering a culture of growth and innovation
- Champions a high-performance environment and contributes to an inclusive work environment. Understand Scotiabanks values code of conduct and adhere to operational compliance and conduct risk policies
- Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions
Dimensions
- Manage direct reports
- Support multiple business lines within Wealth (SM PIC & PB)
- Require extensive wealth business knowledge to identify and translate key business data into relevant insights for problem solving and strategical analytics
- Strong knowledge about wealth financial planning process system measurement and related data.
- Strong knowledge of data visualization automation & CRM tools including but not limited to- Power BI Salesforce.
- Expert skills in data mining using SQL R/Python or SAS;
- Expert skills as a user for Salesforce Wealth 360
- Solid knowledge about data connections through various source data systems within Wealth
Education / Experience / Other Information
- Required: Undergraduate degree in business or engineering
- Preferred: MBA and/ or equivalent post-secondary education
- Minimum of 10 years of work experience; experience working in the wealth management or financial services sector would be an asset
- Deep understanding of all Scotia Wealth Management business lines would be an asset
- Ability to deliver results in a fast-paced and dynamic business environment
- Strong business acumen and strategic thinking skills
- Highly analytical with strong consulting and problem-solving abilities; tenacity to identify the root cause of problems is essential
- Highly motivated self-driven results-oriented and an ability to work under pressure
- Ability to work in cross-functional teams and build networks and relationships
- Strong communication interpersonal and presentation skills and ability to deal with all levels of management
- Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines
- Strong knowledge of data visualization automation & CRM tools including but not limited to- Power BI Salesforce
|
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.
Required Experience:
Senior Manager
View more
View less
Job Location:
Monthly Salary:
Posted on:
3 days ago
Vacancies:
1 Vacancy
