Director, Fee-Based Solution Program Management
About The Position
As the Fee-Based Solutions (FBS) Program Management Director, you'll lead the business and product components of the CIBC Private Investment Council (CPIC) Modernization Program within Private Wealth Management. You'll oversee multiple agile product development teams, ensuring their work aligns with the program's strategic objectives. Drawing on your deep experience with brokerage and wealth management platforms, you'll provide guidance and direction to program team members and play a key role in the program delivery leadership team. You'll make strategic decisions, manage program direction, planning, staffing, and financials throughout the program lifecycle. In addition to program delivery, you'll manage the CPIC offer and platform, ensuring it meets client needs, reflects market trends, and supports organizational goals. Your leadership will drive innovative, client-centric investment counsel solutions for high-net-worth clients across all CIBC channels, while fostering long-term relationships and ongoing improvements to the CPIC operating platform. You'll also support enhancements to the W360 Investment Book of Records (IBOR) platform, collaborating with cross-functional teams to deliver best-in-class solutions that elevate both client and employee experiences.
Requirements
- More than 10 years of experience in financial services, with a focus on wealth management or business transformation.
- Strategic and experienced in agile development.
- Strong knowledge of end-to-end agile development processes including requirements planning, preparation, acceptance, development, and testing.
- Strong knowledge of SaaS solutions, portfolio management applications, and data migration processes.
- Strong communicator, understanding the needs of agile delivery teams and business stakeholders.
- Ability to influence senior leaders to drive consensus.
- Analytical and problem-solving skills.
- Ability to work effectively with cross-functional teams and external partners to deliver seamless solutions.
- Ability to influence senior stakeholders and drive consensus through well-thought-out strategic solutions and implementation plans.
- Bring your real self to work and live CIBC values - trust, teamwork, and accountability.
Nice To Haves
- Experience with brokerage and wealth management platforms.
Responsibilities
- Lead the business and product components of the CIBC Private Investment Council (CPIC) Modernization Program.
- Oversee multiple agile product development teams, ensuring their work aligns with the program's strategic objectives.
- Provide guidance and direction to program team members and play a key role in the program delivery leadership team.
- Make strategic decisions, manage program direction, planning, staffing, and financials throughout the program lifecycle.
- Manage the CPIC offer and platform, ensuring it meets client needs, reflects market trends, and supports organizational goals.
- Drive innovative, client-centric investment counsel solutions for high-net-worth clients across all CIBC channels.
- Foster long-term relationships and ongoing improvements to the CPIC operating platform.
- Support enhancements to the W360 Investment Book of Records (IBOR) platform.
- Collaborate with cross-functional teams to deliver best-in-class solutions that elevate both client and employee experiences.
- Develop and execute strategies to grow the CPIC business, ensuring alignment with organizational goals and market trends.
- Identify and implement innovative investment counsel solutions to enhance the high-net-worth value proposition across all CIBC channels.
- Serve as the technical business lead for CPIC enhancements to the W360 platform, ensuring successful delivery of new capabilities.
- Lead a team of Business Analysts, Business Systems Analysts, and Consultants to execute business-as-usual program management functions for the integrated suite of applications supporting the CPIC offer.
- Support the creation of future state business architecture, including target operating models, business and operational processes, and data migration requirements.
- Approve software solution design recommendations to ensure alignment with business needs and deliver a best-in-class user experience.
- Collaborate with teams across Program Management, Technology, Operations, Risk, Legal, and Compliance to gain consensus on product roadmaps and execute enhancements.
- Lead change management initiatives related to transitioning to new integrated applications for onboarding, portfolio management, reporting, and back-office operations.
- Provide leadership and expertise in business consulting and information architecture to ensure excellent client and employee experiences.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
