Program Manager, Private Wealth Referral Program

Application Deadline:

09/26/2024

Address:

100 King Street West

Job Family Group:

Strategy & Change

Program Management, individual contributor

• Daily oversight of program related activities, including; data, tracking, reporting, payment processing and communication of all referral activities, as well as partnering with leaders to advise on referral programs, addressing and/or problem-solving issues related to policy, inquiries, escalations and payment (including Branch Investment Advisor reporting and selected Leads program)
• Oversight and audit on Referral program to ensure alignment with policy and compliance.
• Data management and integration of information from multiple sources (e.g. financial and operational systems) for analysis, insight and recommendations, along with enabling more efficient processes, enhanced analysis and/or streamlined reporting.
• Conducts independent analysis and assessment to resolve referrals inquiries, issues and escalations.
• Builds relationships and collaborative resources across functional and operating groups to create the highest value for all stakeholders.
• Monitors and tracks performance and addresses any issues.  Understands program interdependences and demonstrates critical thinking that proactively identifies risks and opportunities.
• Acts as a trusted financial advisor to assigned business/group and market leaders.
• Influences and negotiates to achieve business objectives.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Assists in the development of strategic plans related to program evolution and execution
• Identifies emerging issues and trends to inform decision-making.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Investigates and problem-solves issues related to the internal (PW)/external (other LOB) Referral Programs.
• Works independently and handles both routine and non-routine situations.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Present and socialize program with various stakeholders.

Project Management, Change Management & Communications

• Leads or provides guidance on the implementation, change plan and sustainment of projects related to compensation, technology, compliance, involving stakeholders across multiple lines of business
• Leads and/or represents the project in project team meetings, governance forums and inter-department forums.
• Helps determine business priorities and best sequence for execution
• Understands the business/group and facilitates communication with other program/project managers and stakeholders efficiently and effectively.
• Demonstrates ownership and commitment by holding themselves accountable for the identification and resolution of project problems.
• Ensures change management plans are developed, socialized and consistently measured to deliver the expected project benefits and adoption.
• Understands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset.

Other

• Adheres to Bank risk, regulatory and compliance controls.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Private Wealth operating deep knowledge along with technical proficiency gained through extensive business experience.
• Knowledge and experience of/in other LOBs (Commercial/Retail) HQ an asset.
• Project management experience – 3 to 6 years.
• Technology skills include MS applications (advanced Excel, working knowledge of SQL, PowerPoint proficiency
• Able to apply project management methodologies or approaches and resolve project issues effectively
• Valid PMP designation from the Project Management Institute (PMI) is an asset.
• Able to navigates challenging situations effectively.
• Stakeholder management – In-depth.
• Analytical and problem-solving skills - In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Influence skills - In-depth.
• Ability to work independently – in depth.
• Data driven decision making - In-depth.
• Entrepreneurial skills – Working.
• Judgement skills – Workin