Description
We are seeking a highly skilled and visionary IT Senior Manager to lead our Wealth Data and AI Strategy and drive the delivery of critical business intelligence and reporting solutions. This role encompasses the management & modernization of the Wealth BI & Reporting Team & ecosystems, oversight of Investment Book of Record (IBOR) operations (including statements and tax-slip management), and the modernization of legacy platforms to meet the demands of a rapidly evolving financial services landscape.
The successful candidate will blend technical expertise, strategic thinking, and leadership skills to transform data capabilities and operations while aligning with business goals and regulatory standards.
Your role
Data and AI Strategy
- Develop and implement a forward-thinking Wealth Data and AI Strategy to advance analytics, reporting, and decision-making in Wealth Management.
- Identify and drive opportunities to leverage AI/ML technologies for enhanced data insights and automation.
- Ensure robust data governance, security, and compliance while optimizing data accessibility and quality.
- Stay ahead of industry trends and integrate emerging technologies to maintain a competitive edge.
Delivery: BI & Reporting
- Lead the Wealth BI & Reporting Team, ensuring the development and delivery of high-quality, actionable insights to support business objectives.
- Collaborate with architecture to Design modern BI platforms that enable real-time and self-service analytics.
- Collaborate with business stakeholders to define KPIs and reporting needs, ensuring alignment with organizational priorities.
Investment Book of Record (IBOR) Operations
- Oversee IBOR operations, ensuring accuracy and efficiency in: Generating client statements and Managing tax-slip creation in compliance with regulatory requirements.
- Implement and maintain robust processes and technologies to ensure seamless IBOR functionality.
- Lead the modernization of legacy IBOR systems, improving reliability, scalability, and alignment with evolving business and compliance needs.
Platform Modernization
- Drive the modernization of legacy data platforms and IBOR systems, transitioning to scalable, cloud-based, and automated solutions.
- Collaborate with IT teams to define architectural standards and ensure the seamless integration of new technologies.
- Minimize business disruption during modernization efforts through meticulous planning and change management.
Leadership and Collaboration
- Build, mentor, and lead a high-performing IT team, fostering a culture of innovation, collaboration, and continuous improvement.
- Partner with business leaders, technology teams, and external vendors to ensure alignment on strategic goals and deliverables.
- Effectively manage budgets, timelines, and resources to ensure successful project delivery.
- Provide regular updates to senior leadership, showcasing progress, risks, and opportunities.
Your team
The IT team is made up of more than 2.500 proactive, collaborative experts who work with agility to seize opportunities, stay on the cutting edge of technology, and continuously improve our processes.
As part of the IT wealth management team, our team is distinguished by its collaboration, agility and willingness to continuously improve. You report to the VP IT wealth management.We want to contribute to your quality of life by offering you as much flexibility as possible. For example, we offer a hybrid work environment along with a flexible schedule that you can adapt to your needs. The Bank values ongoing development and internal mobility. Our personalized training programs with on-the-job learning help you to master your role and develop new fields of expertise. Tools such as the Data Academy, language training, Harvard Manage Mentor, coaching, and mentoring support are always available.
Prerequisites
- Bachelor’s degree in Computer Science, Information Technology, or a related field (Master’s degree preferred)
- 10+ years of IT leadership experience, with a focus on data strategy, AI, and operational system management
- Experience in the wealth management or financial services industry is highly desirable
- Strong background in data strategy, AI technologies, and modern BI/reporting platforms
- Experience with Investment Book of Record (IBOR) systems and operations, including tax and regulatory reporting
- Proven track record in modernizing legacy systems and implementing cloud-based, AI-driven, and data-centric solutions
- Knowledge of data governance, regulatory compliance, and risk management in the wealth management domain
- Demonstrated ability to lead and inspire cross-functional teams
- Exceptional strategic thinking and problem-solving skills, with a focus on delivering business value
- Strong communication and interpersonal skills to effectively engage with stakeholders at all levels.
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
