Senior Manager, Portfolio Management & Strategic Initiatives - Retail Deposits

Scotiabank; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

An established industry player seeks a Senior Manager for Portfolio Management & Strategic Initiatives. In this pivotal role, you will drive strategic initiatives within the Retail Client Value team, ensuring compliance with regulations while enhancing client relationships. Your analytical prowess and project management skills will be essential in monitoring portfolio trends and delivering impactful results. If you are passionate about financial services and thrive in a collaborative environment, this is the perfect opportunity to make a significant impact.

Qualifications

• Experience in Financial Services with strong analytical skills.
• Post-secondary education in relevant fields; MBA or CFA are assets.

Responsibilities

• Lead customer-focused culture and manage project delivery.
• Conduct analysis on portfolios and monitor key performance indicators.

Skills

Analytical Skills

Project Management

Communication Skills

Financial Services Experience

Excel Proficiency

SQL Proficiency

P&L Management

Education

Post-secondary education in Commerce, Business, Economics, Finance, or Analytics

MBA or CFA

Tools

Excel

PowerPoint

SQL

Job description

Requisition ID: 223935

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

As the Senior Manager, Portfolio Management & Strategic Initiatives, you will manage and support the Day to Day banking and Mutual Fund portfolio within the Retail Client Value, Deposits and investments team in Canada, ensuring business strategies, plans and initiatives are executed in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

• Lead and drive a customer focused culture throughout your team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge

• Support end-to-end project management for Retail Deposits strategic initiatives, including scoping business requirements, business casing, conducting analysis and project delivery in collaboration with stakeholders and partners

• Monitor, assesses, and evaluates portfolio trends and provide an ongoing insight on KPIs which are important for Day to Day and Mutual Fund portfolios to achieve its annual portfolio growth targets

• Monitor and lead the post implementation analysis and tracking of key initiatives to measure success against projected KPIs

• Plays a leading role in key portfolio performance routines including monthly results, forecasting, quarterly results and annual planning in collaboration with Canadian Banking Finance

• Support the business planning, development and implementation of strategy related to Retail Deposits in collaboration with key business partners and functional teams

• Conduct and lead analysis on Day to Day and Mutual Fund portfolios including product types, customer profiles, national and regional performance, in collaboration with Analytics

• Manage the rate pass-through strategy with changes in Bank of Canada rates

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Post-secondary education in Commerce, Business, Economics, Finance, Analytics or related field; MBA or CFA would be considered an asset

• Several years of experience working in the Financial Services industry

• Previous experience in product P&L management

• Strong analytical and MIS background, with proficiency in Excel, PowerPoint and SQL

• Solid project management skills to effectively prioritize, manage and implement completing initiatives

• Excellent communication, presentation and collaboration skills, with ability to interact with all levels of the organization

• Experience in pricing or direct Deposits product experience would be considered a strong asset

• Comfortability working in a hybrid work environment

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.