Senior Manager, Client & Advisor

Requisition

The Senior Manager, Client & Advisor Enablement is responsible for driving the successful execution of Client & Advisor Enablement initiatives. They will connect strategy to delivery, ensuring solutions are aligned to business priorities, enhancing client and advisor experience, and supporting Advisory Client Onboarding and Servicing outcomes.

• Define and communicate clear business outcomes and success metrics to track adoption, performance, and ROI.
• Translate strategic objectives into prioritized, actionable roadmaps and delivery plans.
• Lead partnership with business teams to establish, activate, and sustain field user groups, ensuring ongoing feedback is captured and embedded into solution design and delivery.
• Establish and manage formal feedback loops and user networks to inform product development and continuous improvement.
• Partner with Practice Management and Change Management to align transformation efforts.
• Own end‑to‑end business casing and strategic planning for funding cycles, translating journey priorities into clear investment asks, value articulation, and measurable outcomes.
• Leverage journey mapping and current‑state analysis to identify opportunities for simplification, efficiency gains, and improved client/advisor experiences.
• Use data, analytics, and quantitative methods to validate opportunities and support prioritization decisions.
• Lead vendor engagements, ensuring alignment to strategic program objectives.
• Proactively identify and source new capabilities and solutions to simplify experiences and improve outcomes for clients and advisors.
• Ensure all requirements supporting contracts with vendors are complete, compliant, and aligned with product and business perspectives.
• Lead executive‑level communications, including updates, decision materials, and strategic messaging for senior leadership.
• Design and deliver a multi‑layered communication strategy across field, leadership, and business partners across the Advisory Onboarding and Client Servicing work streams.
• Influence senior stakeholders to adopt strategic initiatives, productivity improvements, and change outcomes ensuring alignment across Operations, Technology, Compliance, and Business stakeholders.
• Drive alignment across competing priorities and stakeholder perspectives ensuring initiatives are integrated across broader modernization programs.
• Mentor and develop the team, fostering a culture of growth and excellence.
• Build a high‑performance environment, implementing a people strategy that attracts, retains, develops, and motivates by fostering an inclusive work environment.
• Use a coaching mindset and Scotia Bond behaviors to communicate vision, values, business strategy, and manage succession and development planning.

• University degree in Business, Finance, Economics, Operations Management, or a related discipline.
• MBA or relevant post‑graduate education is an asset.
• 5+ years of relevant experience in financial services, wealth management, or banking operations, with exposure to large‑scale transformation, process improvement, or strategic initiatives.
• Deep knowledge of Scotia Wealth Management or comparable wealth platforms, including advisory models, client segments, product offerings, and end‑to‑end client journeys.
• Strong understanding of wealth management operating environments, including regulatory and compliance requirements, risk frameworks, and governance practices.
• Proficiency in Microsoft Office tools including Excel, PowerPoint & Visio, with the ability to build data‑driven analyses and dashboards, develop executive‑ready presentations, and create process maps and workflows.
• The ability to manage competing priorities in a fast‑paced, matrixed financial services environment, balancing strategic initiatives with day‑to‑day operational demands.
• Experience leading or supporting strategic initiatives within wealth or banking, including business case development, stakeholder alignment, and implementation execution.
• Strong stakeholder management and influencing skills, with experience engaging senior leaders across wealth,…