Senior Manager Business Intelligence, Portfolio Optimization Private Banking

Scotiabank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Manager Business Intelligence to enhance Private Banking operations in Toronto. This role requires exceptional analytical skills, communication proficiency, and a deep understanding of banking dynamics. The ideal candidate will work collaboratively across teams to drive strategic initiatives and improve reporting and insights. A bachelor's degree in IT or business, along with 5+ years of experience, is preferred.

Qualifications

• 5+ Years of experience in an analytical or quantitative role.
• Thorough knowledge of Private Banking operations and sales environments.
• Proficiency with databases including SQL and MySQL.

Responsibilities

• Contribute to the profitable growth of Private Banking.
• Provide insights to advance strategic agenda.
• Develop resources to showcase performance of Private Banking.

Skills

Exceptional interpersonal and communication skills

Proficiency in financial analysis

Attention to detail

Ability to engage and influence stakeholders

Ability to prioritize tasks

Education

Bachelor’s degree in Information Technology or related field

Master’s degree preferred

Tools

Power BI

SQL

Python

R

Salesforce

Job description

Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Senior Manager Business Intelligence, Portfolio Optimization will support the Private Banking Business by building and possessing deep knowledge of the Private Banking business and ensuring the high quality, accurate and timely delivery of information. This role will collaborate with partners and business leaders to evaluate overall success. You will possess a track record of exceptional communication and technical skills.

Responsibilities

• Contribute to the profitable growth of Private Banking
• Contributes and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge
• Provide meaningful insight and thought leadership that advances Private Banking’s strategic agenda and informs senior leader decision-making
• Partner with business lines within wealth and the bank to establish valuable reporting to showcase the success of Private Banking
• Clearly communicate recommendations through well-crafted presentations, reports, and dashboards.
• Facilitates cross-departmental collaboration to align system functionality with evolving business processes.
• Conducts strategic data analysis to identify insights and implications, making informed recommendations and developing data displays that effectively communicate complex analyses derived from modern data streams.
• Researches, analyzes, and synthesizes data, trends, leading practices, and other business intelligence in support of business plans
• Identify and monitor KPI’s, key market trends, and revenue opportunities
• Identify opportunities for process improvement and change management
• Support key strategy projects by leading the day-to-day execution of key strategic and business development initiatives

Manage the reporting for the Private Banking business by:

• Developing resources to showcase the overall performance of Private Banking
• Quantifying the value of planned enhancements including revenue growth and cost reallocation benefits
• Ensuring the data integrity of all reporting

Act as a key partner in the development, implementation and management of operational strategies within Private Banking by:

• Identifying opportunities for centralization of administrative work
• Assisting with the development of KPI’s to evaluate performance
• Participating in business development by identifying new opportunities and assisting with proposal development

Contribute to the effective functioning of the Private Banking Business Intelligence and Private Banking Head Office team by:

• Participating actively in team learning development activities and team performance achievements
• Building effective working relationships across the team and with various business lines
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively share knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

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

• Exceptional interpersonal and communication skills, with an ability to engage and influence stakeholders at all levels.
• Ability to prioritize and execute tasks in a sometimes high-pressure environment
• Ability to work independently and in a team-oriented, collaborative environment
• Strong attention to detail
• Proficiency in financial analysis, problem solving and decision making
• Bachelor’s degree in Information Technology, Business Administration, or related field (Master’s degree preferred).
• 5+ Years of experience in an analytical or quantitative role
• Thorough knowledge of Private Banking operations and sales environments
• Familiarity with CRM systems such as Salesforce is an asset.
• Thorough knowledge of the Bank’s production and legacy systems;
• Expert knowledge of Bank regulations, policies, procedures, and operations;
• Proficiency and knowledgeable with databases including SQL, My SQL etc. is an asset.
• Proficiency and knowledgeable with analytics and visualization tools such as Power BI, Power Query, Python, R, Alteryx, Microsoft PowerApps/Power Automate.
• Advanced skills with MS Office and Adobe Products, such as Excel, PowerPoint, MS Forms, MS Teams, Outlook, etc.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.