Senior Director Wealth Management IT Data/AI & BOR

National Bank of Canada; Montreal; Hybrid; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Health and wellness

Pension plan

Employee Share Ownership Plan

Telemedicine

Career development programs

Community involvement

Job summary

National Bank of Canada in Montreal seeks a Senior Director of Wealth Management IT – Data/AI to lead the data and AI strategy, modernize BI and reporting, and govern data across Wealth Management.

You will manage IBOR operations, drive cloud-based platforms, and mentor a high-performance team, partnering with business and technology colleagues to deliver regulatory compliant, scalable solutions.

Qualifications

• Bachelor's degree in computer science or related technology field.
• 10 years IT leadership experience with a focus on data strategy, AI and business systems management.
• Experience with Databricks and Snowflake BI/reporting platforms.
• Experience with Investment Registry Systems (IBOR) and regulatory reporting.
• Cloud-based, AI-driven, and data-centric modernization initiatives.
• Knowledge of data governance, regulatory compliance, and risk management in wealth management.
• Demonstrated ability to lead cross-functional teams.
• Experience in wealth management or financial services is an asset.

Responsibilities

• Define and deploy the wealth management data and AI strategy to improve analytics, decision-making, and automation.
• Ensure data governance, security, and quality, while integrating emerging technologies to support innovation and maintain a competitive advantage.
• Lead the Wealth Management BI & Reporting team to provide relevant analytics that support business objectives.
• Design modern BI solutions, in collaboration with architecture, enabling real-time and self-service analytics.
• Define performance indicators (KPIs) and stakeholder needs, in line with the organization's priorities.
• Oversee IBOR operations, including the production of customer statements and tax slips, in compliance with regulatory requirements.
• Implement and maintain robust processes and technologies to ensure reliable and efficient IBOR operations.
• Lead the modernization of IBOR systems to improve their reliability, scalability, and responsiveness to business and compliance needs.
• Drive the modernization of data platforms and IBOR systems to cloud-based, scalable and automated solutions.
• Define architecture standards with IT teams and ensure the integration of new technologies, while limiting the impact on activities through effective change management.
• Lead and mobilize a high-performance IT team, promoting innovation, collaboration and continuous improvement, in partnership with business and technology teams and suppliers.
• Lead the delivery of initiatives by managing budgets, timelines and resources, as well as regularly monitoring progress, risks and opportunities with senior management.

Skills

Artificial Intelligence

Business Alignment

Collaboration

Communication

Cybersecurity

Decision Making

Emotional Intelligence

Initiative

Managerial Courage

Mobilization

Problem Solving

Strategy Execution

Team Alignment

Technical Leadership

User-centered Design

Education

Bachelor's degree in computer science / related field

Tools

Databricks

Snowflake

IBOR systems

Job description

A career as a Senior Director of Wealth Management IT – Data/AI and BOR at National Bank means acting as a leader, acceleratingtransformation. We are looking for a highly skilledand visionary individual to lead ourwealth management dataand artificial intelligence strategy by driving the delivery of critical solutions, strategic intelligenceand reporting.
This role includes managing and modernizing the wealth BI and reporting team and ecosystems, overseeing IBOR investment registry operations (including managing tax statements and slips), and modernizing legacy platforms to meet the demands of a rapidly evolving financial services industry.
You act as a field technology leader, having technical expertise, strategic thinking, and leadership skills to transform data capabilities and operations while aligning with business objectives and regulatory standards.

Your job

• Define and deploy the wealth management data and AI strategy to improve analytics, decision-making, and automation.
• Ensure data governance, security, and quality, while integrating emerging technologies to support innovation and maintain a competitive advantage.
• Lead the Wealth Management BI & Reporting team to provide relevant analytics that support business objectives.
• Design modern BI solutions, in collaboration with architecture, enabling real-time and self-service analytics.
• Define performance indicators (KPIs) and stakeholder needs, in line with the organization's priorities.
• Oversee IBOR operations, including the production of customer statements and tax slips, in compliance with regulatory requirements.
• Implement and maintain robust processes and technologies to ensure reliable and efficient IBOR operations.
• Lead the modernization of IBOR systems to improve their reliability, scalability, and responsiveness to business and compliance needs.
• Drive the modernization of data platforms and IBOR systems to cloud-based, scalable and automated solutions.
• Define architecture standards with IT teams and ensure the integration of new technologies, while limiting the impact on activities through effective change management.
• Lead and mobilize a high-performance IT team, promoting innovation, collaboration and continuous improvement, in partnership with business and technology teams and suppliers.
• Lead the delivery of initiatives by managing budgets, timelines and resources, as well as regularly monitoring progress, risks and opportunities with senior management.

Your team

The IT and Operations sector is made up of more than 5500 experts who work in an agile, proactive and collaborative manner to seize opportunities, stay on the cutting edge of technology and continuously improve processes.
Within the IT Wealth Management Delivery sector, you are part of a large team and report to the Vice President, IT Wealth Management. This role will allow you to lead transformative initiatives at the intersection of data, AI and wealth management. You will work with cutting-edge technologies and drive impactful innovations.
You benefit from a hybrid work model with a required presence in the office three days a week (minimum) and the option to work remotely the other two days, promoting both in-person collaboration and flexibility.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center and coaching and mentoring support are available to you at all times.

Prerequisites

• Bachelor's degree in computer science, software engineering, artificial intelligence, data science or related technology field or any other combination of education and experience deemed equivalent
• 10 years of relevant experience in IT leadership, with a focus on data strategy, AI and business systems management, including manager management.
• Strong experience in data strategy, AI technologies and modern BI/reporting platforms (databricks, snowflake)
• Experience with Investment Registry Systems and Operations (IBOR), including tax and regulatory reporting.
• Experience in modernizing legacy systems and implementing cloud-based, AI-driven, and data-centric solutions.
• Knowledge of data governance, regulatory compliance, and risk management in the wealth management space.
• Demonstrated ability to lead and inspire cross-functional teams.
• Experience in the wealth management or financial services industry is an asset.

Languages: French, English
Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Required skills: Artificial Intelligence, Business Alignment, Collaboration, Communication, Cybersecurity, Decision Making, Emotional Intelligence, Initiative, Managerial Courage, Mobilization, Problem Solving, Strategy Execution, Team Alignment, Technical Leadership, User-centered Design

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?