Forms Governance Business Lead Analyst, Vice President

Vice President – Forms Governance Business Lead Analyst for Wealth business

The Vice President – Forms Governance Business Lead Analyst for Wealth business is a senior-level individual contributor and subject matter expert (SME) responsible for leading, designing, and executing the Forms Governance framework across the North America (NAM) and Latin America (LATAM) regions.

In this highly strategic role, you will act as the primary authority on document governance, partnering with senior business leaders, compliance, legal, and technology teams to ensure the integrity, regulatory compliance, and operational efficiency of the Bank’s client-facing and internal document inventories. While this is an individual contributor role (non-people manager), it requires exceptional leadership, influence, and project management capabilities to drive regional standardization, digital transformation, and risk mitigation.

• Strategic Governance & Framework Ownership
• Framework Design & Oversight
  • Establish, refine, and oversee the regional Forms Governance framework.
  • Ensure all client-facing and internal documents comply with:
    • Global policies
    • Local regulatory requirements
    • Corporate branding standards
• Inventory Lifecycle Management
  • Direct the end-to-end lifecycle management of the Bank's document inventory across NAM and LATAM.
  • Implement rigorous periodic review and maintenance processes.
  • Manage complex, high-priority, and time-sensitive ad hoc document requests.
• Stakeholder Advisory & Relationship Management
  • Serve as a trusted advisor to Business Requestors and Product Owners.
  • Translate complex business requirements into:
    • Streamlined document solutions
    • Compliant processes
    • Client-centric documentation
• Cross-Functional Collaboration
  • Partner closely with:
    • Legal
    • Compliance
    • Risk
    • Brand Management
• Consensus Building
  • Facilitate alignment among senior stakeholders across multiple jurisdictions.
  • Drive standardized regional solutions while balancing local business requirements.
• Process Transformation & Technology Integration
  • Collaborate with Technology and Product teams to:
    • Enhance document management systems
    • Automate manual processes
    • Advance digital document capabilities
• Continuous Improvement
  • Proactively identify:
    • Operational bottlenecks
    • System deficiencies
    • Data quality gaps
  • Design and implement scalable remediation strategies to improve efficiency and effectiveness.
• Client Experience (CX) Innovation
  • Lead strategic initiatives focused on:
    • Modernizing the document experience
    • Reducing onboarding friction
    • Accelerating time-to-market
    • Enhancing overall client satisfaction
• Control Enforcement
  • Establish and maintain rigorous quality assurance standards.
  • Oversee controls related to:
    • Form uploads
    • Form updates
    • Distribution management
  • Minimize operational, compliance, and regulatory risks.
• Audit Readiness
  • Maintain comprehensive:
    • Governance documentation
    • Approval records
    • Audit trails
    • Control evidence
  • Ensure readiness for internal audits and external regulatory examinations.

• Bachelor's degree in:
  • Business Administration
  • Management
  • Information Systems
  • Finance
  • Or a related discipline

• Typical 7-10 years of progressive experience in:
  • Forms Governance
  • Operational Risk
  • Business Analysis
  • Process Transformation
• Experience with in a global financial institution or highly regulated industry strongly preferred.

• Demonstrated success managing initiatives across multiple geographic regions.
• Experience with NAM and LATAM regulatory environments is highly desirable.

• Deep understanding of:
  • Digital document management platforms
  • Content management life cycles
  • Forms governance frameworks
  • Regulatory documentation requirements

• Demonstrated ability to:
  • Lead cross-functional teams
  • Challenge the status quo
  • Influence decision-making
  • Drive consensus among senior stakeholders

• High adaptability and resilience in:
  • Ambiguous environments
  • Organizational transformation
  • Evolving regulatory landscapes

• Exceptional:
  • Verbal communication
  • Written communication
  • Interpersonal skills
• Ability to communicate complex governance concepts to both technical and non-technical audiences.

• Strong organizational and time-management capabilities.
• Proven ability to:
  • Manage competing priorities
  • Deliver high-stakes initiatives
  • Meet demanding deadlines in fast-paced environments

• Strategic mindset
• Strong governance…