Senior Manager, Practice Excellence International Office

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In this role you will :

Lead the implementation of the Practice Excellence International office in the region.

• Create and execute the strategy that will enable the IWM team to consistently drive top early talent into the organization aligned to all Bank strategies / visions.
• Deliver best-in-class experience to both associates and the lines of business.
• Work with key stakeholders to identify key deliverables, milestones, owners, timelines, and interdependencies.
• Implement key performance metrics to evaluate the success of the program.
• Develop, maintain, and monitor dashboard to manage the evaluation of programs and client facing team, and keep Managers and leaders informed.
• Collaborate with other areas and in-country teams on implementing the designed model.
• Collaborate with head office and in-country business partners to collect and analyze data and report back to leaders.

Lead the design, development, and implementation of complex learning programs, including IWMAP and accreditation programs required for a successful implementation of the Total Wealth advisory model.

Design, develop and manage all project plans, schedules and logistics associated with training programs including the International Wealth Management Associate Program.

Facilitate relevant sessions and activities for IWMAP and other programs as required.

• Track and report on KPIs for program success and adapt programs as business needs evolve.
• Develop and maintain strong communication / relationships with business leads / leadership to proactively promote and position Program milestones, drivers of success, and mandate.
• Work with trainee development plans and Business line sponsors to ensure trainees are receiving the appropriate development while in the program.
• Works to identify and create efficiencies across programs.

Identify opportunities to elevate and standardize the Client and Advisory team experience by leveraging our digital platform Wealth+ as sales enablement tool.

• Collaborate with head office and in-country business partners, to collect and analyze data and market research on client preferences and needs as input in identifying potential markets and factors affecting product demand and to assist in driving the product roadmap and backlog prioritization.
• Support the definition of the overall Wealth Management product strategy and technology roadmap to drive P&L goals for specific Wealth Management capabilities.
• Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users.
• Work with Program Delivery team to formulate costs and funding proposals, manage communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.

Lead teams to focus on business value & impact, client-centric model.

Support the development, implementation, and monitoring of the sales effectiveness of the Total Wealth Advisory teams.

• Developing and implementing the Total Wealth sales effectiveness monitoring model to drive revenue, ensuring alignment between sales strategies and overall business objectives.
• Provides ongoing coaching and mentoring to Total Wealth advisory team members and managers.
• Evaluates and optimizes sales processes to increase efficiency and productivity by identifying and recommending improvements in practices and processes.
• Works closely with key Wealth partners and supporting areas to align strategies.
• Provides regular feedback and reporting on sales performance to senior management.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have :

• University education or equivalent
• Experienced in facilitation, consulting / coaching principles, ability to influence others by using awareness of others’ needs and concern
• 5+ years wealth management industry experience, notably in the brokerage industry, including sales management & administration, branch operations, financial planning, investment advisory processes, products, specialist resources ( Team of Experts ), new business development and sales, client service and relationship management, sales support, etc.
• Ability to work independently and within a team to deliver achieved required objectives, within the Bank and regulatory requirements
• Fluent written and verbal communication skills in English are required and bilingual skills in Spanish are an asset
• Building and maintaining strategic relationships and networks with internal and external professionals to continually improve upon the effectiveness of practice management
• Ability to develop strong working relationships with business and supporting partners globally
30+ days ago