Manager, Global Family Office Group - Toronto

Scotiabank•Toronto, ON

3d•Onsite

About The Position

Contributes to the overall success of the Global Family Office Group ensuring team and individual goals are delivered, including (i) client servicing activities; and (ii) strategic and operational initiatives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. Champions a customer focused culture to deepen client relationships. Leverages broader Bank relationships, systems, and knowledge to deliver all-bank solutions to our UHNW / Family Office clients.

Requirements

Strong communication, interpersonal, and presentation skills
Experience in a client-facing, strategy, or business development role within GWM, GBM, or Wealth Management industry
Experience planning and delivering client events and business development
Strong analytical problem-solving skills with sound business judgement
Advanced proficiency with Excel and PowerPoint
Self-motivation and comfort working both independently and within a small team setting
Post-secondary degree in a related field (B.Comm, MBA, Economics) or relevant experience

Nice To Haves

Experience working with field sales teams or CRM platforms (e.g. Salesforce) is an asset
Additional certifications (e.g. CFA, CPA, CIM, regulatory accreditation) or are working towards one, is an asset
Fluency in Spanish, French or a second language is an asset

Responsibilities

Engage clients and prospects as part of team business development activities including client pitches and delivery of customized solutions.
Lead and support the team’s planning and execution of exclusive GFOG client events, coordinating across countries, internal teams, executive management, and external service providers.
Seek creative solutions for clients with complex needs, coordinating across teams and senior executives where needed.
Develop and coordinate deliverables for client meetings, including presentations tailored to client needs.
Build networks across GWM, GBM, Function teams and other key partners to drive solutions and encourage intra-group referral activity.
Support new client onboarding activities, often coordinating across business lines.
Apply sound judgement, communication, and influencing skills within a small team of senior executives.
Execute strategic and operational initiatives that support Scotia’s UHNW and Family Office strategy.
Collaborate with Marketing & Communications on business development deliverables including client newsletters, media campaigns, client sponsorship events, public sales materials.
Partner with Wealth teams to develop new products, services, operational standards, and digital solutions that enhance Scotia’s Family Office proposition.
Provide analysis on the global and Canadian UHNW competitive landscape.
Manage client pipeline & closed deal trackers, internal MI financial forecasts and data analytics that support strategic initiatives and business cases.
Champion a high-performance environment and contributes to an inclusive work environment.
Manage and support governance processes for internal management committees and client meetings.
Drive new referral activity between GBM/GWM/COIs by engaging with, representing GWM’s capabilities and supporting new client introductions.
Develop management reports on new client developments and quarterly submissions.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.