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A leading financial services company in Toronto is seeking a Change Management Lead to oversee the Client Lifecycle Management transformation. This role involves designing workflows, supporting team training, and ensuring user adoption across Global Banking & Markets. Ideal candidates possess over 10 years of experience in product ownership and change management, with strong analytical and communication skills. This hybrid position offers a contract duration of 6 months, with potential for extension or conversion to full-time.
NOTE This is not a clear cut IT Product Owner role; it is a mix of a change manager and product owner and arguably is more focused on the Business Professional side (need for strong soft skills).
Location: Hybrid - Toronto – 4 days/week. Subject to change: 3–4 days onsite may be required based on business needs. Contract Duration: 6 months. Possibility of extension & conversion to FTE. Schedule Hours: 9am-5pm Monday-Friday; standard 37.5 hrs/week. Reason: Backfill for contractor who wasn’t performing.
Business group: GBM Client Insights & Analytics – the hiring manager oversees the Bank’s Salesforce instance.
Project: Client Lifecycle Management (CLM) – the team is building a comprehensive client onboarding workflow within the Salesforce platform. Previously, Salesforce was used primarily as a front-office application; it is now expanding into an end‑to‑end workflow tool spanning front office and operations. This includes integration with KYC, Fulfillment, and Legal teams.
This role will help design and implement end‑to‑end workflows, support case management processes, and ensure smooth adoption across all groups involved. The project has been active for a year and is currently in the rollout phase, with deployments planned across Global Banking & Markets and North America.
The position will also support training front‑office and operations teams on new onboarding processes and tools.
The GBM Client Insights & Analytics team is seeking a strategic and energetic Change Management Lead to drive user adoption and change enablement for the Client Lifecycle Management (CLM) onboarding transformation. This role will focus on ensuring front line and operational teams across Global Banking & Markets successfully transition to new onboarding workflows, data capabilities, and integrated Salesforce and Power BI experiences. As CLM evolves and scales across desks and regions, this individual will be instrumental in shaping behaviors, fostering engagement, and delivering a consistent user experience that accelerates onboarding efficiency and improves client outcomes. This is a unique opportunity to design and lead impactful communication, training, and adoption strategies—ultimately bringing meaningful, measurable change to a global organization.
Business, Finance, Computer Science degree
A strong candidate will demonstrate:
Video and In Person at 40 Temperance – rounds TBD to be virtual/in-person. 1st with HM – 30-45 mins; 2nd with panel – 30-45 mins; 3rd fit check – 15 mins.
Hiring Manager’s availability to interview: ASAP, HM is away Feb 11th to 18th.
Note: accommodations requests from Suppliers will be reviewed.