Director Strategy Capital Markets

ATB•Toronto, ON

4d•Onsite

About The Position

At ATB Cormark Capital Markets, we are seeking a data-focused strategist to drive the formation and delivery of our business strategy. This role involves contributing to strategic roadmaps, long-term planning, and evaluating new opportunities. The position requires a sharp strategic lens to own performance management metrics and drive a client insights program. Operating at the intersection of strategy, advanced analytics, and execution, the individual will ensure the data and insights strategy directly accelerates the front-office sales pipeline. Key responsibilities include owning the performance management KPI framework and executive reporting package, building seamless connectivity between the strategy team, business leadership, and Finance, and building and owning key relationships across the enterprise. The role aims to mature insights into a predictive growth engine and requires exceptional stakeholder management to align data, roadmaps, and reporting frameworks with the overarching strategy. This is an in-office position based in either Toronto or Calgary.

Requirements

7+ years of progressive experience in corporate strategy, sales enablement, or management consulting.
A post-secondary degree in a related field of study.
Experience within capital markets, investment banking, or corporate banking is required.
Proven track record of turning complex client datasets into actionable commercial strategies.
Deeply experienced in tracking client churn, identifying pipeline expansion opportunities, and building forward-looking, predictive data frameworks.
Proven ability to work with senior management and decision makers and deliver data-driven recommendations, manage questions, and navigate a matrixed bank environment.
Capability to work alongside data scientists and engineers.
Highly comfortable navigating data warehouses, business intelligence tools (e.g., Tableau, PowerBI), and CRM analytics.
A self-starter who moves independently, connects day-to-day operations to macro corporate strategies, and effectively manages complex stakeholder dynamics with minimal supervision.

Nice To Haves

MBA, CFA considered an asset.

Responsibilities

Lead high priority strategy engagements, acting as a collaborative strategic thought partner and trusted advisor, completing analysis to develop data-driven recommendations.
Shape relevant data and market analysis into high-quality strategic recommendations, providing external and competitive insights where relevant.
Manage partners and cross-functional team members to deliver on strategic and objectives through the use of influence and relationship building.
Communicate key messages and recommendations to executive audiences.
Serve as a trusted advisor to senior executives and manage stakeholders at various levels, including c-suite executives.
Support C-Suite on strategic priorities and ad hoc requests as necessary.
Operate as a resource to senior leaders and stakeholders.
Develop and launch a comprehensive suite of leading/lagging KPIs paired with senior-leadership level reporting, including tracking and publication of performance against defined North Stars.
Build, standardize, and maintain automated prescriptive dashboards that illuminate the path forward.
Partner with data teams to extract and analyze complex datasets to identify trends, client churn, and expansion opportunities.
Deliver quarterly performance deep dives and market analysis for senior leadership and board materials, ensuring data insights directly inform business decision-making.
Mine CRM data to uncover growth opportunities and institutionalize sophisticated, forward-looking Salesforce reporting.
Lead structured data-preparation efforts to ensure the business is structurally primed to adopt AI and machine learning capabilities.