Intermediate Banking Wealth Business Analyst - business transformation/ innovation - 37298

Location Address: HYBRID 2 days a week downtown

Contract Duration: 6 months

Business Line: the Total Wealth Solutions Team in International Wealth Management ensures specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Project: The Total Wealth Solutions Lead is accountable for working with cross-functional business and development teams globally to define and implement solutions and capabilities for Total Wealth teams. In this role, you will collaborate closely and report directly to the Senior Manager, Total Wealth Solutions, and be accountable for the enablement of delivering Total wealth to our clients and improving the advisor experience.

This is a demanding hands-on and strategic role which requires the incumbent to have a strong interest and ability lo learn of the financial services sector, emerging digital trends in the Wealth Management industry, and has in-depth experience collaborating with international teams, especially Pacific Alliance, Central America & Caribbean regions.

This role will be focused on acceleration of IWM’s transformation, particularly on advisor facing platforms and applications such salesforce, investment and financial planning, amongst others.

Day to Day Responsibilities:

• Identify opportunities & champion ongoing best-in-class business transformation/ innovation.

• Define, lead and execute a cohesive digital transformation strategy designed to limit technological debt and to effectively manage transition from segregated platforms to global platforms adoption, while modernizing technology stacks & digitalization workflows. Work closely with in-country leads and partners to effect execution quality and success.

• Maintain an understanding of financial services markets, the competitive landscape and digital transformation trends relative to the Wealth Management sector and client/user needs and requirements.

• Continually acquire and enhance knowledge of both the Bank’s and the Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines.

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

• Partner with GWM & in-country Technology and Digital teams and other internal stakeholders to enable solutions.

• Collaborates closely with the Senior Manager, Total Wealth Solutions to support the execution of key initiatives, day-today priorities, and execute the roadmap for Total Wealth Solutions across the entire IWM footprint.

• Works with business stakeholders to understand business needs and communicate them effectively to the technology team for digital tools, including Salesforce CRM, investment proposal platforms, financial planning solutions, and others.

• Lead discovery and analysis efforts to understand local business and identify process gaps and improvement opportunities.

• Ensures product delivery is relevant and of high quality, eliminating the need for workarounds. Identifies capabilities, features, value proposition and potential risks for the product vision, working with stakeholders to produce high quality business solutions.

• Communicates progress, elicits feedback and enables stakeholder reviews for validation. Manages engagement with stakeholders and effectively communicates product release features and expected product capabilities within the customer journey.

• Coaches team members and creates an environment that lends itself to self-organizing activities. Identifies and manages business activities (training, communication) required to support agile initiatives. Thinks strategically beyond in-scope activities, providing innovative ideas to challenge or extend current vision.

• Responsible for delivering high-quality training on advisor platforms and solutions to a diverse audience, including both country teams and central office. This includes adapting context and delivery style to match varying level of technical and business expertise.

• Demonstrates strong presentation communication skills to effectively convey the team’s initiatives, value proposition, and project updated across multiples stakeholders.

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

• Actively pursues effective and efficient operations of their respective areas in accordance with The bank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

• Champions a high-performance environment and contributes to an inclusive work environment.

Must Haves Skills:

• 5-7 years of relevant work experience is required.

• Demonstrated knowledge of product or technology development cycle.

• Success in contributing to the delivery of complex business initiatives in a collaborative, cross-functional team.

• Ability to achieve strategic goals in a dynamic environment, managing timelines and dependencies across multiple teams

• Ability to develop strong working relationships with business and technology partners globally

Nice to Have Skills:

• Experience in project delivery, digital transformation, or strategic sales support - is an asset.

• Bilingual English Spanish strongly preferred

Soft Skills:

• Critical thinking skills, using logic and reasoning to evaluate alternative solutions, streamline processes and workflows, summarize conclusions and approaches to improve results and mitigate risks

• A high degree of flexibility is required to adapt to a wide variety of tasks and functions.

Education:

• Bachelor degree is required. Business, management, engineer, or a related discipline is preferred. Master’s degree is an asset.

Working conditions:

• Work in a Hybrid-based environment; non-standard hours are not a common occurrence.