Managing Director, Business Information and Insights

Application Deadline:

01/30/2025

Address:

320 S Canal Street

Job Family Group:

Customer Solutions

Primary accountabilities are to partner with US P&BB Data and Analytics, US P&BB Distribution, US P&BB Specialty Sales, and US P&BB Business Banking across multiple disciplines including:

• Incentive Planning
• Incentive Corrections, Escalations, and Exceptions
• Goaling
• FTE Planning and Management
• Call Leads Planning and Management
• Reporting and Sales Tracking
• Role Clarity
• Strategic Problem Solving

This role leads business information and insights for US P&BB distribution and Specialty Sales, including the business strategies, support and maintenance for goal planning, performance tracking, and incentive plans.  It is accountable for creating role clarity and ensuring role health within the distribution network.  The role leads workforce planning and manages FTE planning for the business.  The role leads strategies on sales practice monitoring, ensuring systems are set up so that the salesforce can/do act with integrity and follow the spirit and the letter of the Code of Conduct.  The role leads the strategic design and implementation of Distribution and Specialty Sales Lead Calling Programs. The role is also accountable to partner with the NA P&BB Data & Analytics team on upgrading and delivering maintaining an improved customer relationship management tool for use by the salesforce.  The role gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank’s profile in the marketplace. Works with stakeholders to interpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives.

• Has deep level experience and business acumen in the following core areas: 
  • Incentive Planning
  • Incentive Corrections, Escalations, and Exceptions
  • Goaling
  • FTE Planning and Management
  • Call Leads Planning and Management
  • Reporting and Sales Tracking
  • Role Clarity
  • Strategic Problem Solving

• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops an expert understanding of business/group challenges.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Recommends measures to improve organizational effectiveness.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Networks with industry contacts to gather competitive insights and best practices.
• Acts as a subject matter expert on relevant regulations and policies.
• Leads the development of priorities, current, and planned initiatives, and support requirements related to strategic management for the business/group.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Monitors and tracks performance and addresses any issues.
• Leads the execution of designated business programs; assesses and adapts as needed to ensure quality of execution.
• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting.
• Plans and controls unit operating expenses in accordance with forecasts.
• Makes recommendations to leaders on financial management processes based on changing requirements.
• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Conducts independent review, analysis, and resolution of strategic issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evalu