Bilingual Total Wealth Solutions Lead

Location: Downtown Toronto, ON

Contract Duration: 6 months

Day to Day Responsibilities:

• Identify opportunities & champion ongoing best-in-class business transformation/innovation.
• Define, lead and execute a cohesive digital transformation strategy designed to limit technological debt and to effectively manage transition from segregated platforms to global platforms adoption, while modernizing technology stacks & digitalization workflows. Work closely with in-country leads and partners to effect execution quality and success.
• Maintain an understanding of financial services markets, the competitive landscape and digital transformation trends relative to the Wealth Management sector and client/user needs and requirements.
• Continually acquire and enhance knowledge of both the Bank's and the Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines.
• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Partner with GWM & in-country Technology and Digital teams and other internal stakeholders to enable solutions.
• Collaborates closely with the Senior Manager, Total Wealth Solutions to support the execution of key initiatives, day-to-day priorities, and execute the roadmap for Total Wealth Solutions across the entire IWM footprint.
• Ensures product delivery is relevant and of high quality, eliminating the need for work arounds. Identifies capabilities, features, value proposition and potential risks for the product vision, working with stakeholders to produce high quality business solutions.
• Demonstrates strong presentation communication skills to effectively convey the team's initiatives, value proposition, and project updated across multiples stakeholders.
• Actively pursues effective and efficient operations of their respective areas in accordance with the banks 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.

Must Haves Skills:

• 5+ years of relevant work experience is required.
• Bilingual Spanish/English required
• End User Experience with Salesforce
• Experience with creating/delivering training materials
• Experience with Wealth Management

Nice to Have Skills:

• Experience in project delivery, digital transformation, orstrategic sales support - is an asset.

Soft Skills:

• Critical thinking skills, using logic and reasoning to evaluate alternative solutions, streamline processes and workflows, summarize conclusions and approaches to improve resultsand mitigate risks
• A high degreeof flexibility is required to adapt to a wide variety of tasks and functions.
• Ability to achieve strategicgoals in a dynamic environment, managing timelines and dependencies across multiple teams
• Ability to develop strong working relationships with business and technology partners globally