Senior Director Wealth Management IT Data/AI & BOR

Banque Nationale du Canada; Montreal; Hybrid; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Senior Director of Wealth Management IT – Data/AI & BOR to drive strategic modernization of data capabilities and analytics across wealth platforms.

You will lead a large IT and BI team, oversee IBOR operations, and partner with business units to deliver compliant, scalable AI-driven solutions in a hybrid work environment with strong emphasis on governance and performance.

Qualifications

• 10+ years in IT leadership focused on data strategy, AI and business systems.
• Proven experience with modern BI/reporting platforms (Databricks, Snowflake).
• Experience with Investment Registry (IBOR) operations and regulatory reporting.
• Knowledge of data governance, compliance and risk in wealth management.
• Strong ability to lead cross-functional teams.

Responsibilities

• Define and deploy the wealth management data and AI strategy.
• Ensure data governance, security, and quality across platforms.
• Lead the Wealth Management BI & Reporting team to deliver analytics.
• Design modern BI solutions enabling real-time, self-service analytics.
• Oversee IBOR operations including tax statements and slips.
• Modernize data platforms and IBOR systems toward cloud-based solutions.
• Define architecture standards and manage change with stakeholders.
• Lead a high-performance IT team and manage budgets/timelines.

Skills

Data strategy

AI technologies

Leadership

BI & reporting

Regulatory compliance

Education

Bachelor's degree in computer science, software engineering, artificial intelligence, data science or related technology field

Tools

Databricks

Snowflake

IBOR systems

Job description

Senior Director Wealth Management IT Data/AI & BOR

Hybrid

Job number

36394

Category

Manager

Status: Permanent

State

Country

Canada

Schedule: Full-Time

27-Oct-2026

Area(s) of interest: Information technology, Wealth management, Business intelligence and data

Location(s): Montreal

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

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to your team?