Manager, Business Operations
Ontario 1+ months ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
Purpose
As a member of the National Sales Management team the Manager, Business Operations is expected to contribute to building and maintainingstrong platform that supports a high performance sales force and branch network.
Is this role right for you? In this role, you will:
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Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
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Support Advisor Compensation and Performance by:
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Manage policies and procedures , including implementation, annual reviews and grid level adjustments, reporting, and tracking;
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Address and investigate questions from the field regarding commission:based issues;
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Manage all grid level changes, end:to:end process;
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Manage and maintain the Discount Sharing Policy, tracking and providing all approvals;
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Provide guidance to Branch Management Teams regarding compensation related issues;
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Assist with the annual review of the Compensation Guide;
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Provide support to Senior Manager(s) on the ScotiaMcLeod Partnership Deferred Equity Plan program including reporting and analytics;
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Maintain the reporting for various programs and provide required reporting, tracking, and analysis to Senior Sales Management, Regional Offices and Branch Managers.
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External Household Program management including in:depth knowledge of the program in order to monitor and manage external household intake and approval process, providing high quality client service. Lead investigation, analysis and reporting while supporting internal partners and the field. Manage associated policies and procedures.
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Support Sales Management policies, projects, and initiatives by identifying opportunities for operational improvements to increase efficiencies and better serve client needs. Provide support on ad hoc projects and initiatives, ensuring alignment with the strategic focus and project plan, working closely with Senior Management to establish the scope and objectives of the initiative and facilitate the effective communication of the initiative to ensure all partners are aligned and all guides and text plans are current
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Liaise with all levels of Sales Management to drive resolution to business issues in a manner that is aligned to strategy and supports the needs of the field and business. Control, execute and assist with specific requests from the field on policy clarification, data confirmation, operational issue resolution, and special requests.
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Provide backup support to the Senior Manager, Business Operations regarding the preparation of Advisor Partnership Agreements and Succession Plans and assist in the maintenance of the Agreement database and related analysis as required.
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Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
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Experience in the securities industry
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Strong verbal and written communication
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Strong organization skills
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Ability to take initiative, work independently and meet deadlines
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Meticulous attention to detail and excellent time management skills
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Ability to work within a team environment and be a strong collaborator
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Exceptional client service skills
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Strong work ethic and able to meet deadlines
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Strong proficiency in Microsoft office applications, particularly Word and Excel
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Ability to understand and identify financial data/gaps and
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