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Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions:Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Vancouver, BC
Application Deadline: 05/12/2024 Address: 595 Burrard Street Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Vancouver, BC
Application Deadline: 04/28/2024Address:595 Burrard StreetJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions: Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Knowledge & Research Senior Manager
PwC, Toronto, ON
A career in Knowledge Management, within Internal Firm Services, will provide you with the opportunity to play an integral part of knowledge sharing across the PwC network so that we can continually provide better service to our clients. You'll help organise and manage various sources of information as well as provide research support for internal and external clients. Meaningful work you'll be part of As a Knowledge & Research Senior Manager , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Develop end-to-end research and knowledge management strategies to execute campaigns for assigned competency groups, with a primary focus of increasing engagement and adoption of internal tools and services • Provide strategies on knowledge management best practices for content generation, digital advertising and adoption • Build and edit internal knowledge management tools to increase engagement of practice groups, oversee operations nationally, including working with US developers, the leadership team and staff members embedded in each tax competency group • Develop relationships with key tax partners and stakeholders, the broader tax practice in Canada and across the global firm, and leverage these relationships to ensure the knowledge management and research priorities of the Tax practice are met • Oversee the building of awareness deliverables and deliver training sessions to all tax competency groups on research and knowledge management tools • Provide actionable insights and strategic recommendations through data analysis of platform, databases, and ticketing metrics • Manage a team of highly motivated researchers and knowledge managers to deliver optimized programs and be r esponsible for overall leadership and operational excellence of the Tax Knowledge & Research Services Team • Serve as internal knowledge management and research thought leader, helping to identify trends, new technologies , evolving best practices, competitor activity, and testing opportunities that help drive the business • Develop and maintain relationships with 20+ external vendors, negotiating 35+ research/knowledge license agreements and subscriptions, and reviewing and recommending new tools/products to practice leaders and/or subject matter experts Experiences and skills you'll use to solve • Experience in roles of increasing responsibility in research/knowledge management, including strategy, planning and execution of research or knowledge management programs • Proven experience managing small to medium size teams and developing their skills to improve individual performance and engagement • Excellent tax and legal research skills and proficiency in the use of a broad selection of tax and legal research products, both print and electronic • Experience with online research tools from Carswell/Thomson Reuters ( Taxnet Pro, Westlaw) CCH , Lexis Nexis ( QuickLaw ), Bloomberg Tax ( BNA ), International Bureau of Fiscal Documentation (IBFD), Tax Analysts and Canadian Tax Foundation (CTF) • Excellent understanding of knowledge management principles and best practices • Strong understanding of web design, development and technologies • University degree ; M aster of Library and Information Science or equivalent is preferred • Detail-oriented with an ability to manage multiple projects with competing deadlines • Exceptional client service, project management/support skills • Ability to articulate and convey technical concepts • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives What to consider before applying • This is a 9 months full-time contract opportunity. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Compliance Manager, Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/15/2024Address:100 King Street WestThe Compliance Manager, Global Asset Management, assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and surveillance activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting. Achieves compliance goals by maintaining current knowledge of regulatory requirements and developments. Maintains functional and regulatory expertise specific to business group and refers to Compliance Policies & Procedures manuals for requirements. Contributes to business/group results by providing oversight and making recommendations that significantly impact the Bank's ability to monitor regulatory compliance programs, minimize operational risk and align with regulatory agencies.*The ideal candidate will have asset management experience with detailed knowledge of regulations OSC NI 81-102 and NI 81-105 and NI 81-107.This is a hybrid role requiring at least 2 days a week in the office.Provides advice and guidance to assigned business/group on implementation of solutions aligned to regulatory risk appetite based on an understanding of business operations and stakeholder needs.Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.Influences to achieve effective regulatory compliance controls that enable business objectives.Identifies and advises on emerging issues and trends to inform decision-making.Helps determine business priorities and best sequence for execution of business/group strategy.Builds effective professional relationships with business group, internal/external stakeholders and trust with regulators.Analyses and reports on compliance data, and related data to gain insights on regulatory risk.Oversees the development and maintenance of guidelines and procedures, providing advice/rulings as necessary, for a single function within a geographic area.Participates in the design, implementation and management of core business/group processes.Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements.Supports root cause analysis in response to material control failures in business/group.Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation.Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyzes and reports compliance information to Compliance and business/group management.Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported.Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations.Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group.Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyzes and reports compliance information to Compliance and business/group management.Advises first line of defense management and employees on compliance matters.Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing.Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders.Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures.Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations.Provides regulatory perspective on business group's sales and marketing materials.Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls.Builds effective professional relationships with business/groups.Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny.Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements.Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically minimum of 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Recognized compliance certificate or equivalent preferred.Detailed knowledge of consumer protection regulations and related marketing and advertising guidelines.Detailed knowledge of regulations OSC NI 81-102 and NI 81-105 and NI 81-107.Skilled knowledge of regulatory/ compliance requirements and the operations of a single client group.May require experience at regulatory body for one or more compliance area(s).Strong communication, critical thinking, relationship management and project management skills.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Bilingual, an asset.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO Financial Group, Winnipeg, MB
Application Deadline: 05/12/2024 Address: 201 Portage Avenue Job Family Group: Customer Solutions Territory coverage: Manitoba and Saskatchewan Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications: Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience. Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Compensation and Benefits: $64,600.00 - $119,700.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO, Winnipeg, MB
Application Deadline: 05/05/2024Address:201 Portage AvenueTerritory coverage: Manitoba and SaskatchewanUnder the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications:Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
COMM O 18R - Coordinator, Brand & Creative
BC Public Service, Vancouver, BC
Posting Title COMM O 18R - Coordinator, Brand & Creative Position Classification Communications Officer R18 Union GEU Work Options Hybrid Location Vancouver, BC V6B 0N8 CA (Primary)Salary Range $64,123.59 - $72,674.35 annually Close Date 4/26/2024 Job Type Temporary (Auxiliary) Temporary End Date Ministry/Organization BC Public Service -> Destination BC Corp. Ministry Branch / Division TACS / Destination BC Job Summary Position: Coordinator, Brand & Creative Classification: CO18 Salary: $64,123.59 - $72,674.35 Status: Temporary (12 Months) Location: Vancouver, BC Work Option: HybridFlexible work options are available, subject to an approved telework agreement; Hybrid work is available for employees residing within the Vancouver, Coast and Mountains (VCM) region and enables employees to telework from their home up to 3 days a week with in office days on Wednesdays and Thursdays. Closing Date: April 26, 2024 at 4:00pm Position #: 00100466 Competition #: DBC 2024-07If you are interested and you meet the selection criteria, please respond to this link with your cover letter and CV prior to 4 PM April 26, 2024. You must be a Canadian citizen, permanent resident or hold a valid work permit to apply for this temporary opportunity. The initial salary for this position will start at the beginning of the listed salary range with the opportunity to advance up the pay grid in annual increments. An eligibility list may be established. Destination BC is recognized globally for our strong, authentic brand, our award-winning creative and leading-edge marketing, and our destination management strategies. We work hard, play to our strengths, support each other unreservedly, and consider it a privilege to share the transformative power of BC's experiences with the world. We offer the opportunity to love what you do by engaging in exciting and innovative work and immersing yourself in a collaborative work culture that is committed to empowerment and employee learning and development. Our primary workplace model is a combination of in office and work from home based on a split week giving you the best of both worlds.Destination British Columbia (Destination BC) is a Provincially funded, industry-led Crown corporation that supports a strong and competitive future for BC's tourism industry through a combination of global marketing, destination development, industry learning, cooperative community-based programs, and visitor servicing. Destination BC's programs help to improve the visitor experience, support businesses and communities across the province, and strengthen BC's worldwide reputation as a destination of choice. For more information about Destination BC's programs and services, please visit www.DestinationBC.ca .Destination BC is committed to ensuring diversity, equity, and inclusion within our organization and in all aspects of our work, and welcome applications from all qualified job seekers. If you are an applicant with a disability, we will ensure workplace accommodations are in place to enable you to do your best work.A safe and respectful workplace for all employees is a leading priority for our organization, and as part of this, we are committed to the health and safety of our employees, industry partners, sub-contractors, and community.For inquiries regarding accommodation requirements, or to learn more about our commitment to the health and safety of our employees, please contact [email protected]. For more information about Destination BC's programs and services, please visit www.DestinationBC.ca .Indigenous Applicant Advisory Service is available to applicants who self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For advice and guidance on applying and/or preparing for an interview for this opportunity, we invite applicants to connect with the Indigenous Applicant Advisor, by email: [email protected] or by phone: 778-698-1336.PURPOSE OF POSITIONAs Destination BC's Brand & Creative Coordinator, you take a leading role in the implementation, management, and expression of the Super, Natural British Columbia family of consumer brands and the Destination British Columbia tourism industry brand.Reporting to the Sr. Specialist, Brand & Creative, you are part of a team of brand strategists and experts who are responsible for the development, implementation, and management of the Super, Natural British Columbia and Iconics place brands. You're organized, collaborative, and proactive, providing valuable project planning and management support, advice, and input across a variety of concurrent brand and creative projects throughout the organization, including Destination BC's annual global marketing programs. This includes planning and delivering engagement and training sessions with internal and external stakeholders, the creation and delivery of project and creative briefs, and the direct management of creative suppliers (e.g. photographers, videographers) in developing new brand assets for use by Destination BC and our network of tourism partners. You act as a bridge between brand strategy and key brand user groups, and work closely with teams within and outside of the organization to build engagement around the brands and ensure brand outputs are aligned from a strategic, visual, and tone of voice perspective. You're responsible for the day-to-day management and governance of Destination BC's family of brands, including the creation and distribution of brand guidelines and toolkits and management of trademarks.As an expert in our consumer and industry brands, and a strong collaborator and communicator, you act as the main liaison between the Brand team and departments across the organization, including preparing and leading brand training and engagement sessions and providing ongoing advice to other business units. You provide guidance, feedback, and approval to internal and external stakeholders around usage of Destination BC's brand assets, including photography, videography, logos, creative materials, etc. You also play a key role in building brand alignment with external stakeholders, providing ongoing advice, consultation, and training to various partners (e.g. DMOs, sector associations, tourism businesses, etc.). You're proactive and creative, and are able to identify and act on opportunities for improvement in processes and documentation that support brand engagement and alignment objectives.SPECIFIC ACCOUNTABILITIES Supports the development and ongoing evolution of the global Super, Natural British Columbia and Iconics place brand strategies, including project management, research, stakeholder consultation, procurement, and contracting of vendors, etc.; Develops and delivers critical brand information in written, visual, presentation decks and other formats to a variety of brand users within and outside of the organization; Leads the development and delivery of brand tools (e.g. brand guidelines) for use by teams across the organization, as well as external stakeholders (e.g. community destination marketing organizations) and/or suppliers (e.g. creative agencies); Supports the Sr. Specialist, Brand & Creative in the development of new brand assets and/or branded content for use in Destination BC's annual global marketing programs, including managing the procurement process for creative suppliers, production planning (e.g. securing of permits for shoots), and evaluation of creative assets; Provides ongoing consultation, direction, feedback, and advice to business units across the Global Marketing division to build brand alignment and consistency across the creative outputs that are distributed through Destination BC's global consumer marketing (including direct-to-consumer, trade, and travel media tactics); Proactively identifies opportunities and/or gaps in information, training, and tools for teams across the organization; develops content for tools and training, provides direction and feedback to internal teams or external suppliers (e.g. graphic designers) in creating content; facilitates and leads training sessions for staff and/or tourism industry stakeholders; Works closely, in an advisory role, with tourism organizations and businesses across the province (e.g. RDMOs, CDMOs, sector group, Co-op Marketing participants, businesses); advice delivered may impact the direction of these stakeholders' marketing decisions and investments and requires strong relationship management skills; Leads the development of project and/or creative briefs that deliver on the global brand strategies for marketing and other projects; Leads briefing sessions for creative suppliers (e.g. photographers, videographers, agencies) on the Super, Natural British Columbia and Iconics place brands, including suppliers of tourism industry partners as required; Works closely with colleagues across the Global Marketing division to build brand alignment and a strong, impactful creative expression across all internally produced materials; Works closely with the Co-operative Marketing team (e.g. contributes to program guidelines, supports in evaluation as needed, supports in evaluating success of participant activities); independently evaluates approved applications to identify opportunities for brand alignment initiatives with tourism stakeholders; engages and advises stakeholders directly; Works closely with the People and Development team to build employee understanding of and engagement with the Super, Natural British Columbia and Iconics place brands, including leading onboarding sessions and building onboarding materials for new staff; Works closely with the Corporate Communications team to build brand alignment between the Destination BC and the Super, Natural British Columbia family of brands, support the development of high-profile presentations and documents, and develop tools and training for the corporate Destination BC brand; Responsible for managing Destination BC's portfolio of trademarks, including working directly with legal counsel to determine actions required in case of a trademark violation. Other related duties as required. JOB REQUIREMENTS Degree or diploma in marketing communications, brand, marketing, advertising, or business admin, and/or a related field, or an equivalent combination of education and experience; Minimum 3 years' experience in a brand-focused role (e.g. in marketing communications, brand strategy, or advertising); Minimum 2 years' experience in a role directly managing external vendors, such as consultants or agencies; Minimum 2 years' experience in a role that involved a high level of engagement and relationship-building with diverse stakeholders; Strong knowledge of and demonstrated experience with brand strategy and ensuring delivery of brand-aligned programs and creative executions; and Excellent verbal, written, and visual communications skills, with meticulous attention to detail. COMPETENCIES: Problem Solving / Judgement is the ability to analyze problems systematically, organize information, identify key factors, identify underlying causes and generate solutions. Initiative involves identifying a problem, obstacle or opportunity and taking appropriate action to address current or future problems or opportunities. As such, initiative can be seen in the context of proactively doing things and not simple thinking about future actions. Planning, Organizing and Co-ordinating involves proactively planning, establishing priorities and allocating resources. It is expressed by developing and implementing increasingly complex plans. It also involves monitoring and adjusting work to accomplish goals and deliver to the organization's mandate. Building Partnerships with Stakeholders is the ability to build long-term or on-going relationships with stakeholders (e.g. someone who shares an interest in what you are doing). This type of relationship is often quite deliberate and is typically focused on the way the relationship is conducted. Implicit in this competency is demonstrating a respect for and stating positive expectations of the stakeholder. Flexibility is the ability and willingness to adapt to and work effectively within a variety of diverse situations, and with diverse individuals or groups. Flexibility entails understanding and appreciating different and opposing perspectives on an issue, adapting one's approach as situations change and accepting changes within one's own job or organization. INDIGENOUS RELATIONS BEHAVIOURAL COMPETENCIES Self-discovery and Awareness means understanding one's thoughts, feelings, values and background and how they impact the success of the interaction and relationship, or how they may influence one's work. It is recognizing one's own biases by tracing them to their origins, through reflection and by noticing one's own behaviour-and then intentionally seeking a way forward that positively impacts the interaction and relationship. It means maintaining new ways of thinking and acting when situations become difficult or uncertain, or in times of urgency. Sustained Learning and Development means continually increasing your ability to build and maintain respectful and effective relationships with Indigenous peoples. Central to this competency is appreciating that there are many other cultural understandings of knowledge and ways of working that have legitimacy and deserve respect-and therefore require our continual learning and development, including direct exposure to cultural and community ways. It includes an eagerness to continually reflect upon and assess your own level of cultural agility and competence, self-awarenessand expertise. It means being willing to learn in new and different ways and appreciating how diverse ways of thinking and acting can ensure the success of the BC Public Service in supporting Indigenous self-determination. ORGANIZATION CHARTVice-President, Global MarketingDirector, Global Brand StrategyManager, Brand & CreativeSr. Specialist, Brand & Creative Coordinator, Brand & Creative HOW TO APPLY & APPLICATION REQUIREMENTS: To be considered for this position, your application must clearly demonstrate how you meet the education and experience as outlined in the job requirements section above. Applicants selected to move forward in the hiring process may be assessed on the knowledge, skills, abilities and competencies as outlined in the above Job Description. A Criminal Record Check (CRC) will be required.A cover letter is required as part of your application. The content and/or format of your cover letter may be evaluated as part of the assessment process.A resume is required as part of your application. Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.As part of the application process, you will be prompted to complete an online questionnaire to demonstrate how you meet the job requirements. Responses to this questionnaire will be used to shortlist applicants against the job requirements.Please allot approximately 30 minutes to complete the application.Only applications submitted using the online application portal will be accepted.Job Category Communications
COMM O 18R - Coordinator, Brand & Creative
BC Public Service Agency, Vancouver, BC
Posting Title COMM O 18R - Coordinator, Brand & Creative Position Classification Communications Officer R18 Union GEU Work Options Hybrid Location Vancouver, BC V6B 0N8 CA (Primary) Salary Range $64,123.59 $72,674.35 annually Close Date 4/26/2024 Job Type Temporary (Auxiliary) Temporary End Date Ministry/Organization BC Public Service -> Destination BC Corp. Ministry Branch / Division TACS / Destination BC Job Summary Position: Coordinator, Brand & Creative Classification: CO18 Salary: $64,123.59 $72,674.35 Status: Temporary (12 Months) Location: Vancouver, BC Work Option: Hybrid Flexible work options are available, subject to an approved telework agreement; Hybrid work is available for employees residing within the Vancouver, Coast and Mountains (VCM) region and enables employees to telework from their home up to 3 days a week with in office days on Wednesdays and Thursdays. Closing Date: April 26, 2024 at 4:00pm Position #: 00100466 Competition #: DBC 2024-07 If you are interested and you meet the selection criteria, please respond to this link with your cover letter and CV prior to 4 PM April 26, 2024. You must be a Canadian citizen, permanent resident or hold a valid work permit to apply for this temporary opportunity. The initial salary for this position will start at the beginning of the listed salary range with the opportunity to advance up the pay grid in annual increments. An eligibility list may be established. Destination BC is recognized globally for our strong, authentic brand, our award-winning creative and leading-edge marketing, and our destination management strategies. We work hard, play to our strengths, support each other unreservedly, and consider it a privilege to share the transformative power of BCs experiences with the world. We offer the opportunity to love what you do by engaging in exciting and innovative work and immersing yourself in a collaborative work culture that is committed to empowerment and employee learning and development. Our primary workplace model is a combination of in office and work from home based on a split week giving you the best of both worlds. Destination British Columbia (Destination BC) is a Provincially funded, industry-led Crown corporation that supports a strong and competitive future for BCs tourism industry through a combination of global marketing, destination development, industry learning, cooperative community-based programs, and visitor servicing. Destination BCs programs help to improve the visitor experience, support businesses and communities across the province, and strengthen BCs worldwide reputation as a destination of choice. For more information about Destination BCs programs and services, please visit www.DestinationBC.ca. Destination BC is committed to ensuring diversity, equity, and inclusion within our organization and in all aspects of our work, and welcome applications from all qualified job seekers. If you are an applicant with a disability, we will ensure workplace accommodations are in place to enable you to do your best work. A safe and respectful workplace for all employees is a leading priority for our organization, and as part of this, we are committed to the health and safety of our employees, industry partners, sub-contractors, and community. For inquiries regarding accommodation requirements, or to learn more about our commitment to the health and safety of our employees, please contact [email protected]. For more information about Destination BCs programs and services, please visit www.DestinationBC.ca. Indigenous Applicant Advisory Service is available to applicants who self-identify as Indigenous (First Nations, status or non-status, Mtis, or Inuit) seeking work or already employed in the BC Public Service. For advice and guidance on applying and/or preparing for an interview for this opportunity, we invite applicants to connect with the Indigenous Applicant Advisor, by email: [email protected] or by phone: 778-698-1336. PURPOSE OF POSITION As Destination BCs Brand & Creative Coordinator, you take a leading role in the implementation, management, and expression of the Super, Natural British Columbia family of consumer brands and the Destination British Columbia tourism industry brand. Reporting to the Sr. Specialist, Brand & Creative, you are part of a team of brand strategists and experts who are responsible for the development, implementation, and management of the Super, Natural British Columbia and Iconics place brands. Youre organized, collaborative, and proactive, providing valuable project planning and management support, advice, and input across a variety of concurrent brand and creative projects throughout the organization, including Destination BCs annual global marketing programs. This includes planning and delivering engagement and training sessions with internal and external stakeholders, the creation and delivery of project and creative briefs, and the direct management of creative suppliers (e.g. photographers, videographers) in developing new brand assets for use by Destination BC and our network of tourism partners. You act as a bridge between brand strategy and key brand user groups, and work closely with teams within and outside of the organization to build engagement around the brands and ensure brand outputs are aligned from a strategic, visual, and tone of voice perspective. Youre responsible for the day-to-day management and governance of Destination BCs family of brands, including the creation and distribution of brand guidelines and toolkits and management of trademarks. As an expert in our consumer and industry brands, and a strong collaborator and communicator, you act as the main liaison between the Brand team and departments across the organization, including preparing and leading brand training and engagement sessions and providing ongoing advice to other business units. You provide guidance, feedback, and approval to internal and external stakeholders around usage of Destination BCs brand assets, including photography, videography, logos, creative materials, etc. You also play a key role in building brand alignment with external stakeholders, providing ongoing advice, consultation, and training to various partners (e.g. DMOs, sector associations, tourism businesses, etc.). Youre proactive and creative, and are able to identify and act on opportunities for improvement in processes and documentation that support brand engagement and alignment objectives. SPECIFIC ACCOUNTABILITIES Supports the development and ongoing evolution of the global Super, Natural British Columbia and Iconics place brand strategies, including project management, research, stakeholder consultation, procurement, and contracting of vendors, etc.; Develops and delivers critical brand information in written, visual, presentation decks and other formats to a variety of brand users within and outside of the organization; Leads the development and delivery of brand tools (e.g. brand guidelines) for use by teams across the organization, as well as external stakeholders (e.g. community destination marketing organizations) and/or suppliers (e.g. creative agencies); Supports the Sr. Specialist, Brand & Creative in the development of new brand assets and/or branded content for use in Destination BCs annual global marketing programs, including managing the procurement process for creative suppliers, production planning (e.g. securing of permits for shoots), and evaluation of creative assets; Provides ongoing consultation, direction, feedback, and advice to business units across the Global Marketing division to build brand alignment and consistency across the creative outputs that are distributed through Destination BCs global consumer marketing (including direct-to-consumer, trade, and travel media tactics); Proactively identifies opportunities and/or gaps in information, training, and tools for teams across the organization; develops content for tools and training, provides direction and feedback to internal teams or external suppliers (e.g. graphic designers) in creating content; facilitates and leads training sessions for staff and/or tourism industry stakeholders; Works closely, in an advisory role, with tourism organizations and businesses across the province (e.g. RDMOs, CDMOs, sector group, Co-op Marketing participants, businesses); advice delivered may impact the direction of these stakeholders marketing decisions and investments and requires strong relationship management skills; Leads the development of project and/or creative briefs that deliver on the global brand strategies for marketing and other projects; Leads briefing sessions for creative suppliers (e.g. photographers, videographers, agencies) on the Super, Natural British Columbia and Iconics place brands, including suppliers of tourism industry partners as required; Works closely with colleagues across the Global Marketing division to build brand alignment and a strong, impactful creative expression across all internally produced materials; Works closely with the Co-operative Marketing team (e.g. contributes to program guidelines, supports in evaluation as needed, supports in evaluating success of participant activities); independently evaluates approved applications to identify opportunities for brand alignment initiatives with tourism stakeholders; engages and advises stakeholders directly; Works closely with the People and Development team to build employee understanding of and engagement with the Super, Natural British Columbia and Iconics place brands, including leading onboarding sessions and building onboarding materials for new staff; Works closely with the Corporate Communications team to build brand alignment between the Destination BC and the Super, Natural British Columbia family of brands, support the development of high-profile presentations and documents, and develop tools and training for the corporate Destination BC brand; Responsible for managing Destination BCs portfolio of trademarks, including working directly with legal counsel to determine actions required in case of a trademark violation. Other related duties as required. JOB REQUIREMENTS Degree or diploma in marketing communications, brand, marketing, advertising, or business admin, and/or a related field, or an equivalent combination of education and experience; Minimum 3 years experience in a brand-focused role (e.g. in marketing communications, brand strategy, or advertising); Minimum 2 years experience in a role directly managing external vendors, such as consultants or agencies; Minimum 2 years experience in a role that involved a high level of engagement and relationship-building with diverse stakeholders; Strong knowledge of and demonstrated experience with brand strategy and ensuring delivery of brand-aligned programs and creative executions; and Excellent verbal, written, and visual communications skills, with meticulous attention to detail. COMPETENCIES: Problem Solving / Judgement is the ability to analyze problems systematically, organize information, identify key factors, identify underlying causes and generate solutions. Initiative involves identifying a problem, obstacle or opportunity and taking appropriate action to address current or future problems or opportunities. As such, initiative can be seen in the context of proactively doing things and not simple thinking about future actions. Planning, Organizing and Co-ordinating involves proactively planning, establishing priorities and allocating resources. It is expressed by developing and implementing increasingly complex plans. It also involves monitoring and adjusting work to accomplish goals and deliver to the organization's mandate. Building Partnerships with Stakeholders is the ability to build long-term or on-going relationships with stakeholders (e.g. someone who shares an interest in what you are doing). This type of relationship is often quite deliberate and is typically focused on the way the relationship is conducted. Implicit in this competency is demonstrating a respect for and stating positive expectations of the stakeholder. Flexibility is the ability and willingness to adapt to and work effectively within a variety of diverse situations, and with diverse individuals or groups. Flexibility entails understanding and appreciating different and opposing perspectives on an issue, adapting one's approach as situations change and accepting changes within one's own job or organization. INDIGENOUS RELATIONS BEHAVIOURAL COMPETENCIES Self-discovery and Awareness means understanding one's thoughts, feelings, values and background and how they impact the success of the interaction and relationship, or how they may influence one's work. It is recognizing one's own biases by tracing them to their origins, through reflection and by noticing one's own behaviourand then intentionally seeking a way forward that positively impacts the interaction and relationship. It means maintaining new ways of thinking and acting when situations become difficult or uncertain, or in times of urgency. Sustained Learning and Development means continually increasing your ability to build and maintain respectful and effective relationships with Indigenous peoples. Central to this competency is appreciating that there are many other cultural understandings of knowledge and ways of working that have legitimacy and deserve respectand therefore require our continual learning and development, including direct exposure to cultural and community ways. It includes an eagerness to continually reflect upon and assess your own level of cultural agility and competence, self-awareness and expertise. It means being willing to learn in new and different ways and appreciating how diverse ways of thinking and acting can ensure the success of the BC Public Service in supporting Indigenous self-determination. ORGANIZATION CHART Vice-President, Global Marketing Director, Global Brand Strategy Manager, Brand & Creative Sr. Specialist, Brand & Creative Coordinator, Brand & Creative HOW TO APPLY & APPLICATION REQUIREMENTS: To be considered for this position, your application must clearly demonstrate how you meet the education and experience as outlined in the job requirements section above. Applicants selected to move forward in the hiring process may be assessed on the knowledge, skills, abilities and competencies as outlined in the above Job Description. A Criminal Record Check (CRC) will be required. A cover letter is required as part of your application. The content and/or format of your cover letter may be evaluated as part of the assessment process. A resume is required as part of your application. Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying. As part of the application process, you will be prompted to complete an online questionnaire to demonstrate how you meet the job requirements. Responses to this questionnaire will be used to shortlist applicants against the job requirements. Please allot approximately 30 minutes to complete the application. Only applications submitted using the online application portal will be accepted. Job Category Communications How to apply to this job If you are interested and you meet the selection criteria, please respond to this link with your cover letter and CV prior to 4 PM April 26, 2024.
Director, Global Asset Management Marketing
BMO, Toronto, ON
Application Deadline: 04/26/2024Address:100 King Street WestTeam OverviewThe Wealth Management Marketing team is responsible for helping the bank deliver on its strategy and achieve its ambitions through growing the Wealth Management business, establishing BMO as a power player in the global wealth management and asset management industries.Working collaboratively with partners, the team is accountable for developing & executing marketing strategies to:Acquire new clients & effectively onboard them driving early engagement;Deepen customer relationships in terms of wealth planning penetration, assets under management, share of wallet, retention; andEffectively promote product, service & experience innovationsMandate / Job Value PropositionThe Director, Global Asset Management Marketing provides strategic marketing leadership, advice and delivery of marketing programs that supports the business objectives and growth of the Global Asset Management business . This includes the development of short and long-term marketing strategy and leading execution of tactics that will drive measurable results, with specific accountability for growing the assets under management held by clients across various investment products and channels.The Director develops and maintains a deep understanding of the Global Asset Management line of business and industry category to produce effective and integrated marketing solutions. This includes developing, recommending and executing marketing plans for initiatives that include customer marketing and communications, integrated sales, promotions & incentives, across the objectives of client acquisition, sales growth, and retention. In addition, the Director creates, develops and executes marketing plans/strategies that align to strategic objectives and are consistent with brand standards.They will also manage cross-functional relationships across other business groups to leverage opportunities and services, acting as a liaison between the business/group and internal marketing functions in order to fully leverage capabilities as well as ensure alignment with Enterprise priorities.ResponsibilitiesStrategic leadershipActs as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Develops an expert understanding of business/group challenges.Conducts independent analysis and assessment to resolve strategic issues.Identifies emerging issues and trends to inform decision-making.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Helps determine business priorities and best sequence for execution of business/group strategy.Anticipates trends and responds by implementing appropriate changes.Performance managementDefines business requirements for analytics & reporting to ensure data insights inform business decision making.Monitors and tracks performance, and addresses any issues.Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives.Designs and produces regular and ad-hoc reports, and dashboards.Relationship managementBuilds effective relationships with internal/external stakeholders and ensures alignment.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.Develops and maintains relationships with internal/external partners to include vendors and suppliers.Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.Marketing operational leadershipManages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Plans and controls unit operating expenses in accordance with forecasts.Leads the design, implementation and management of core business/group processes.Makes recommendations to leaders on financial management processes based on changing requirements, including budget allocation & impact measurement Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required.Oversees/coordinates the development and distribution of marketing solutions per assigned channels/media for campaigns, partnerships and special events/conferences.Influences how teams/groups work together.Recommends measures to improve organizational effectiveness.Communicates abstract concepts in simple terms.Broader work or accountabilities may be assigned as needed.People Leadership Leads & manages a team of eleven (11) high-performing marketing professionals Develops talent through ongoing coaching, as well as development and career planning Provides clarity with respect to roles & responsibilities and strategic direction Ensures resources and tools are available for team to be successful Conducts performance management activities including objective setting and performance assessments Removes barriers impeding team and organizational success/progress Qualifications: Typically 10+ years of relevant experience and post-secondary degree in related field of study.MBA is preferred.Degree in business, marketing or communications.Expert knowledge of strategic planning and execution.Experience in marketing and communications within the financial industry. Experience working with a variety of marketing disciplines, including data-driven or direct marketing, digital marketing (with an emphasis on email marketing), customer relationship management programs, marketing analytics, advertising & creative development, media planning, and market research Strong working knowledge of marketing technologies, standards, and best practices, including but not limited to digital media, marketing automation, customer data platforms, website personalization & targeting tools, measurement & modeling solutions Experience in transformation management in a large enterprise, including change management, risk mitigation, and stakeholder engagement. Seasoned expert with extensive industry knowledge, especially in Wealth Management, with specific interest and knowledge in various investment vehicles and strategies would be beneficial. Expert knowledge of financial services, products and solutions , especially investment products Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills; with a focus on cross-group collaboration including sales teams - Expert.Able to manage ambiguity.Data driven decision making - Expert. Experienced people leader with track record of building and developing high-performing teams Grade:9Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Global Asset Management Marketing
BMO Financial Group, Toronto, ON
Application Deadline: 04/26/2024 Address: 100 King Street West Job Family Group: Marketing Team Overview The Wealth Management Marketing team is responsible for helping the bank deliver on its strategy and achieve its ambitions through growing the Wealth Management business, establishing BMO as a power player in the global wealth management and asset management industries. Working collaboratively with partners, the team is accountable for developing & executing marketing strategies to: Acquire new clients & effectively onboard them driving early engagement; Deepen customer relationships in terms of wealth planning penetration, assets under management, share of wallet, retention; and Effectively promote product, service & experience innovations Mandate / Job Value Proposition The Director, Global Asset Management Marketing provides strategic marketing leadership, advice and delivery of marketing programs that supports the business objectives and growth of the Global Asset Management business. This includes the development of short and long-term marketing strategy and leading execution of tactics that will drive measurable results, with specific accountability for growing the assets under management held by clients across various investment products and channels. The Director develops and maintains a deep understanding of the Global Asset Management line of business and industry category to produce effective and integrated marketing solutions. This includes developing, recommending and executing marketing plans for initiatives that include customer marketing and communications, integrated sales, promotions & incentives, across the objectives of client acquisition, sales growth, and retention. In addition, the Director creates, develops and executes marketing plans/strategies that align to strategic objectives and are consistent with brand standards. They will also manage cross-functional relationships across other business groups to leverage opportunities and services, acting as a liaison between the business/group and internal marketing functions in order to fully leverage capabilities as well as ensure alignment with Enterprise priorities. Responsibilities Strategic leadership Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. Conducts independent analysis and assessment to resolve strategic issues. Identifies emerging issues and trends to inform decision-making. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business/group strategy. Anticipates trends and responds by implementing appropriate changes. Performance management Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Monitors and tracks performance, and addresses any issues. Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives. Designs and produces regular and ad-hoc reports, and dashboards. Relationship management Builds effective relationships with internal/external stakeholders and ensures alignment. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Develops and maintains relationships with internal/external partners to include vendors and suppliers. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Marketing operational leadership Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Plans and controls unit operating expenses in accordance with forecasts. Leads the design, implementation and management of core business/group processes. Makes recommendations to leaders on financial management processes based on changing requirements, including budget allocation & impact measurement Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required. Oversees/coordinates the development and distribution of marketing solutions per assigned channels/media for campaigns, partnerships and special events/conferences. Influences how teams/groups work together. Recommends measures to improve organizational effectiveness. Communicates abstract concepts in simple terms. Broader work or accountabilities may be assigned as needed. People Leadership Leads & manages a team of eleven (11) high-performing marketing professionals Develops talent through ongoing coaching, as well as development and career planning Provides clarity with respect to roles & responsibilities and strategic direction Ensures resources and tools are available for team to be successful Conducts performance management activities including objective setting and performance assessments Removes barriers impeding team and organizational success/progress Qualifications: Typically 10+ years of relevant experience and post-secondary degree in related field of study. MBA is preferred. Degree in business, marketing or communications. Expert knowledge of strategic planning and execution. Experience in marketing and communications within the financial industry. Experience working with a variety of marketing disciplines, including data-driven or direct marketing, digital marketing (with an emphasis on email marketing), customer relationship management programs, marketing analytics, advertising & creative development, media planning, and market research Strong working knowledge of marketing technologies, standards, and best practices, including but not limited to digital media, marketing automation, customer data platforms, website personalization & targeting tools, measurement & modeling solutions Experience in transformation management in a large enterprise, including change management, risk mitigation, and stakeholder engagement. Seasoned expert with extensive industry knowledge, especially in Wealth Management, with specific interest and knowledge in various investment vehicles and strategies would be beneficial. Expert knowledge of financial services, products and solutions, especially investment products Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross-group collaboration including sales teams - Expert. Able to manage ambiguity. Data driven decision making - Expert. Experienced people leader with track record of building and developing high-performing teams Compensation and Benefits: $103,500.00 - $192,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Account Manager Financial Integrity & Controls
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity As an Account Manager representing a Shared Service Team; you will have a unique opportunity to learn, reconcile and improve balance sheet reconciliation across the Affinity, Group Benefits, IIC, GIP, and IGP Operations while building strong relationships with our business partners.Prime responsibilities will include a forward thinking approach to the daily balance sheet management, aligned with team goals meeting our audit and business partner commitments. Responsibilities:Balance Sheet management including, account reconciliations, determining best course of clearing outages and resolving outages in short turnaround time.Be a Change Agent by understanding the business process flows and the relationship to the balance sheet to contribute to the end-to-end process flow mapping and accounting model documentation.Bring forward new ideas and changes to improve the quality of the balance sheet clearing.Communicated areas of risk to Financial Integrity and Control (FIC) Leader within a 10-day timeframe.Meet deadline commitments with accuracy demonstrating knowledge, and risks within balance sheet reconciliation.Create business partner relationships to influence clearing of the balance sheet and operational improvements to prevent account outages.Support and meet team goals and objectives through active engagement participation and team functions.What motivates you?You obsess about customers, listen, engage and act for their benefit. You think big, with curiosity to discover ways to use your agile midnset to influence and implement change to improve outcomes. You thrive in teams and enjoy getting things done together.You take ownership and build, and document solutions, focusing on what matters. You do what is right, work with integrity and speak up with confidence.You share your humanity, helping us build a diverse and inclusive work environment for everyone. What we are looking forStrong analytical skillsProven self-starter with the ability to work independently.Continuously challenges the status quo.Strong interpersonal skills and excellent communication skills both written and verbal.Proactive in implementing and owning the processes and controls.Excels in a team environment interacting with both business and finance colleagues globally.Prior experience in Affinity, Group Benefits, IIC or GIP with a financial mentality is an advantage.Prior experience with Lawson, Jets, Dart, & Trecs is an advantage.Graduate of Finance or Business course is preferred but not mandatory.Proven ability to thrive in a fast-paced, impactful, and collaborative team environment while managing multiple, constantly evolving priorities and ad-hoc requests.Comfortable with MS ExcelExperience in Mainframe, AWD, MS Access, SQL data server, and Power BI would be an advantage.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-HybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationWaterloo, OntarioSalary range is expected to be between$49,575.00 CAD - $82,625.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Global Product Manager - Exploration
Fordia, Dollard-des-Ormeaux, QC
DescriptionAs a Global Product Manager, you will play a pivotal role in driving the success of our products on a global scale. Your responsibilities will encompass overseeing the entire product lifecycle, from conception to market launch and beyond. Collaborating closely with cross-functional teams, you will conduct market research to identify emerging trends and customer needs, translating these insights into innovative consumable solutions for the exploration sector. Your strategic vision will guide product development, ensuring that our offerings align with market demands and regulatory requirements. Additionally, you will engage with stakeholders globally, building and maintaining strong relationships to understand regional nuances and optimize product positioning.People with a sales profile, that are looking for a new challenge, are encouraged to apply.Main ResponsibilitiesProduct Management and Innovation:Support innovation and managing the product portfolio while collaborating and rallying various stakeholders.Support the overall strategy of the exploration product portfolio and ensure its implementation within the organization in collaboration with marketing, sales, and engineering departments.Active participation in various committees.Visit clients, distributors, sales teams, and technical teams to gather and validate information on market trends, products, business models, and competition.Monitor the performance of the product portfolio, propose, and track a development roadmap in line with the evolution of product lines and opportunities.Actively participates in trade shows.Engage and influence field tests.Support the innovation cycle, including the front end of innovation.Conduct product training sessions and provide the technical and commercial materials necessary for the deployment of the product strategy.Act as a link between sales, marketing, engineering, technical teams, and management. Job RequirementsUniversity degree in a relevant field or equivalent experience.Minimum of 3 years of experience in product management, sales, R&D and/or marketing.Knowledge of the mining industry (an asset)Bilingual: Fluent in French and English, both written and spoken.Strong communication and presentation skills.Travel +/- 10% of the time.Work mode: hybrid.Work location: Dollard-des-Ormeaux (Montreal, Canada)Local application only*Fluency in English is essential to facilitate communication with international customers and partners, and to participate actively in global projects.
AVP, Global Brand Marketing
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAn inspirational leader by example, the AVP of Global Brand Marketing will combine outstanding strategic and creative brand marketing expertise and thought leadership with commercial competence, to provide Manulife with a competitive advantage across multiple communication channels for its portfolio of segments and products. Reporting to the Vice President, Global Digital Marketing & Brand, you will lead the Global Brand team and act as Chair of the Multi-Segment Global Brand Leadership Team.Your role involves ongoing engagement with Manulife Global and Segment CMOs. It is also expected that you will provide leadership and direction for Manulife’s Tier 1, 2 and 3 advertising agencies and work with internal stakeholders to elevate the creative product across all consumer and business touchpoints.We are looking for a brand marketing veteran who has robust agency and client-side experience. You know how to work within a matrixed, global organization but also have a deep agency-side background. You have a) led accounts b) held important strategic roles and c) been part of the process of briefing and activating award-winning work. In short, you have led business, driven business, been a key driver of the strategic underpinning of the brands you have led and have a portfolio of campaigns and strategic work you are proud of.Core Responsibilities:Accelerate Manulife’s Global Creative Excellence mandate and roadmap crafting more engaging and measurable connections between Manulife and its customers.Lead all aspects of the successful implementation of creative excellence across various operational drivers - culture, environment, people, process, stakeholder relations and technology.Assist and bring to life the development of Manulife’s go-to-market marketing model and content strategy.Help to raise the quality and efficiency of Manulife’s creative output across all marketing channels and with all partners. That includes influencing and reviewing all major Tier 1 work.Continually assess Manulife’s advertising agencies to enhance the organization’s return on marketing investment.Raise the quality and effectiveness of Manulife’s creative output across all marketing channels and with all partners.Audit the landscape competitively for inspiration and conduct campaign breakdowns to identify key findings for use by Manulife.Collaborate with other leaders across the business to ensure the successful development, release, and launch of elite campaign work.Build positive relationships with senior leaders and key stakeholder groups across Manulife.With our Tier 1 and 2 agencies, help to prioritize quarterly work/successes/findings presentations to the wider executive management team to showcase work.Work with the Director, Global Brand Insights & Marketing Measurement to ensure insights are available and actioned on to inform future campaigns.Take ownership for the continuing to raise the quality and effectiveness of all creative work being delivered by tier 1,2 and 3 partner agencies.Skills and approaches:Commercial fluency: Ability to link creativity to commercial outcomes and metrics.Creative fluency: Ability to give (and consolidate) concise articulate and actionable creative feedback to creative agencies.Leadership and community building: Ability to manage and enable collaboration across diverse teams consisting of cross-functional subject areas and spread over multiple geographies. Ability to forge a strong connection between the team and other departments. General management: Comfort with running a department P&L in a fast-paced corporate environment and juggling multiple initiatives with various teams (e.g. budgeting, organizing and prioritizing staff, resources and workload, especially around deadlines).Compelling communication skills: Exceptional interest in convincing others (internally and externally) of the value of their ideas and articulating the importance of the creative agenda. Proven advertising agency background: Evidence of partnership in forward thinking and award-winning creative ideas. Able to recognize and promote powerful and differentiated creative ideas, campaigns, platforms and assets for distribution across multiple channels and ecosystems (traditional, digital, social, B2B etc.).Forward thinking: Strong strategic skills with a deep knowledge of the digital landscape and social networks for professional purposes, including fluency in the possibilities of the media landscape in the near and mid-term future.Research knowledge: You are familiar with various research methodologies, including qualitative, quantitative and digital research tools.Outside-the-box thinking: Demonstrates ability and willingness to develop innovative, exciting solutions to business problems. Possesses a passion for challenging the status quo and finding new solutions.Connector and systems builder: Takes a collaborative approach to understanding organizational problems. Believes in a non-hierarchical culture of partnership, transparency, and teamwork to develop practical solutions to Manulife’s biggest and most tenacious business challenges.Customer centricity: Is fascinated with how customers interact and derive value from Manulife’s portfolio of products and services and has a hunger to improve those experiences.Ambition: Is self-motivated and possesses significant personal and professional drive to use strategy and strategic insight to drive creativity in its many forms across the Manulife agency roster.Qualifications and Background:8-10 years (or more) with Tier 1 agencies showing proof of leadership on the accounts you were involved in.As part of your agency experience you worked with or led the strategic insights that led to business-building work. In addition to your agency experience, you have 8-10+ years on the client side. This career arc will have provided you with the business and strategic knowledge needed to thrive in a dynamic, global business with multiple stakeholders.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$123,400.00 CAD - $229,300.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Compliance Officer, LRC Fixed Term/Secondment
BMO Financial Group, Toronto, ON
Application Deadline: 05/05/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Reporting to Senior Manager Retail Compliance, the Compliance Officer is to aid in executing the management of all regulatory compliance and risk management issues for BMO Nesbitt Burns (BMO NB). The Compliance Officer is responsible for ensuring that the regulatory compliance requirements are met on a daily and monthly basis. Compliance Officer will also provide training and support for the other compliance officers as well as provide support for the other areas of BMO NB as required. In this role you will ensure the daily and monthly head office supervision/review of client trading/account activity is completed within specified timeframes including PRO trading activity. In a principle based regulatory environment, emphasis is on reviewing for issues suitability of trades/investments, conflicts of interest, clients best interest, insider trading, artificial pricing, manipulative and deceptive methods of trading etc. *This is a 12-18 month fixed term role /internally a secondment *This is a hybrid role requiring 2-3 days in the Toronto office *A minimum of 2 years securities compliance and trading experience Assist, provide feedback and reviews of various reports for BMO NB regarding such issues as high closing, AML, Managed Portfolio reports, Insiders. Review the daily transaction report for suspicious transactions with respect to the Anti-Money Laundering and Terrorist Financing regulations. Effective use of judgement, knowledge and skills in the application of regulations that affect BMO NB while seeking effective solutions and alternatives where applicable is required. Provide guidance and support to BMO NB Sales and Operations staff in meeting regulatory requirements and following internal policies and procedures. Assist the Client Documentation department with reviews of documentation in such instances as Trusts and Estates to ensure BMO NB accounts are properly documented and a clear understanding is established for the proper operation of the account. Provide constructive input with regard to new products and initiatives from a regulatory perspective. Identify gaps in policies and procedures which may have a regulatory impact and participate in the formulation of new policies and procedures to meet changes to industry rules and regulations. Lead working groups on implementation of new Policy & Procedures. Participate in internal as well as industry meetings and/or sub-committees, especially those which involve new rules, regulations or initiatives that will affect the Policy and Procedures of BMO NB. Involvement will require developing a detailed knowledge of the issue(s) in question and existing processes. Be aware of the importance of issues such as privacy, anti-money laundering/terrorist financing suspicious activities, fraudulent activities, and cross border issues and constantly refine BMO NBs P&P to adhere to the strict requirements. Participate in enterprise initiatives for BMO NB such as AML Training and Privacy. Participate in special projects as needed. Provides advice and guidance to assigned business/group on implementation of solutions to manage regulatory risk based on an understanding of business operations and stakeholder needs. Builds effective professional relationships with business line, other internal/external stakeholders and regulators on the initial stages of investigations. Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. Performs and/or effectively challenges monitoring and testing activities to ensure compliance regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. Analyses and reports compliance information to Compliance and business/group management. Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported. Advises first line of defense management and employees on compliance matters. Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing. Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders. Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures. Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations. Provides regulatory perspective on business groups sales and marketing materials. Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements. Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. 2 Years of securities compliance environment preferred Must understand trading strategies and apply while reviewing clients trading activity Working knowledge of trading surveillance systems such as Actimize, SMARTS etc. Recognized compliance certificate or equivalent preferred-CSC, CHP Successful completion of courses such as Canadian Securities Course, Conducts and Practice Handbook The Derivatives Fundamentals Course and Branch Managers Course is an asset Understanding of how the Wealth Management, securities and trading industry functions and apply it to BMO Nesbitts internal process Must have a thorough understanding of CIRO/UMIR rules Proficient knowledge of consumer protection and related marketing and advertising guidelines. Proficient level of knowledge of a compliance field. Strong knowledge of business operations & procedures, and activities involving documented practices. Proficient in communication, critical thinking, relationship management and project management skills. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $60,000.00 - $111,700.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Continuing Education Specialist - Fixed Term/Secondment
BMO, Toronto, ON
Application Deadline: 05/05/2024Address: 100 King Street WestJob Family Group:Audit, Risk & ComplianceReporting to the Manager, Registrations and Continuing Education, the successful candidate will oversee the monitoring and tracking of Continuing Education Credit completion for all of BMO's registered individuals. In this role, you be responsible for monitoring and tracking CIRO-IDD CE requirements for all BMO registrants along with assisting the registrants with questions. You will also conduct internal course accreditations as per the CIRO guidelines.Communicating and collaborating with business partner is crucial for this role.*The successful candidate needs to have 3-5 years of experience in related field and have full understanding of CIRO-IDD Rule 2703.*Proficiency in MS 365, Share Point, One Drive, Power BI and Adobe Acrobat, IIROC Services, National Registration Database (NRD)* This is a fixed term assignment set to end December 2024*This is a hybrid role requiring 2 days in the Toronto officeProvides advice and guidance to assigned business/group on implementation of solutions to manage regulatory risk based on an understanding of business operations and stakeholder needs.Builds effective professional relationships with business line, other internal/external stakeholders and regulators on the initial stages of investigations.Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Performs and/or effectively challenges monitoring and testing activities to ensure compliance regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group.Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation.Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyses and reports compliance information to Compliance and business/group management.Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported.Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations.Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group.Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyzes and reports compliance information to Compliance and business/group management.Advises first line of defense management and employees on compliance matters.Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing.Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders.Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures.Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations.Provides regulatory perspective on business group's sales and marketing materials.Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls.Builds effective professional relationships with business/groups.Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny.Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements.Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.3-5 years of experience in related field and have full understanding of CIRO-IDD Rule 2703.Proficiency in MS 365, Share Point, One Drive, Power BI and Adobe Acrobat, IIROC Services, National Registration Database (NRD)Recognized compliance certificate or equivalent preferred.Proficient knowledge of consumer protection and related marketing and advertising guidelines.Proficient level of knowledge of a compliance field.Strong knowledge of business operations & procedures, and activities involving documented practices.Proficient in communication, critical thinking, relationship management and project management skills.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$60,000.00 - $111,700.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Continuing Education Specialist - Fixed Term/Secondment
BMO Financial Group, Toronto, ON
Application Deadline: 05/05/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Reporting to the Manager, Registrations and Continuing Education, the successful candidate will oversee the monitoring and tracking of Continuing Education Credit completion for all of BMOs registered individuals. In this role, you be responsible for monitoring and tracking CIRO-IDD CE requirements for all BMO registrants along with assisting the registrants with questions. You will also conduct internal course accreditations as per the CIRO guidelines. Communicating and collaborating with business partner is crucial for this role. *The successful candidate needs to have 3-5 years of experience in related field and have full understanding of CIRO-IDD Rule 2703. *Proficiency in MS 365, Share Point, One Drive, Power BI and Adobe Acrobat, IIROC Services, National Registration Database (NRD) * This is a fixed term assignment set to end December 2024 *This is a hybrid role requiring 2 days in the Toronto office Provides advice and guidance to assigned business/group on implementation of solutions to manage regulatory risk based on an understanding of business operations and stakeholder needs. Builds effective professional relationships with business line, other internal/external stakeholders and regulators on the initial stages of investigations. Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. Performs and/or effectively challenges monitoring and testing activities to ensure compliance regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. Analyses and reports compliance information to Compliance and business/group management. Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported. Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations. Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. Analyzes and reports compliance information to Compliance and business/group management. Advises first line of defense management and employees on compliance matters. Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing. Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders. Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures. Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations. Provides regulatory perspective on business groups sales and marketing materials. Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls. Builds effective professional relationships with business/groups. Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny. Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements. Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. 3-5 years of experience in related field and have full understanding of CIRO-IDD Rule 2703. Proficiency in MS 365, Share Point, One Drive, Power BI and Adobe Acrobat, IIROC Services, National Registration Database (NRD) Recognized compliance certificate or equivalent preferred. Proficient knowledge of consumer protection and related marketing and advertising guidelines. Proficient level of knowledge of a compliance field. Strong knowledge of business operations & procedures, and activities involving documented practices. Proficient in communication, critical thinking, relationship management and project management skills. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $60,000.00 - $111,700.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Senior Marketing Reporting & Operations Manager
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionYou’re an accomplished analytics professional with established experience working with performance marketing and CRM data alongside marketing teams. You are looking for a place where you have the freedom and scale to significantly impact marketing practices in order to drive business results. A place with strategic leadership and an entrepreneurial culture. Somewhere you can make things happen and inspire change.As a Senior Manager on the Canadian Insurance Direct-to-Consumer Marketing team within the Affinity Markets organization, you’ll be responsible for developing and managing measurement frameworks, improving reporting and supporting budget management. You will play a pivotal role in driving the marketing team’s efficiency, effectiveness and scalability. You will oversee and optimize marketing campaigns, technologies, and data, in partnership with cross-functional teams such as Advanced Analytics & MarTech, enabling business growth.You will play a meaningful role in supporting demand and revenue generation, supporting marketing campaign optimizations as well as strategic storytelling across our Health & Dental, Travel and Life Insurance portfolios, along with a wide variety of other marketing led activities.The ideal candidate is data-driven, growth minded, with a consistent record in building, executing, and delivering high-impact presentations, visualizations, optimizations and strategies. If you are passionate about driving business impact, thrive at the intersection of data, innovation, marketing, efficiencies and are customer obsessed, this is the place for you.Responsibilities: Marketing AnalysisEvaluate the efficiency of marketing campaigns, from in-bound lead generation through to engagement, conversion, retention and portfolio expansionIdentify areas for optimization and recommend strategies to improve paid marketing, conversion rate optimization and lifecycle programmingMonitor budget pacing and key performance metrics across performance marketing channels, web and lifecycle marketing initiativesEstablish channel and budget forecasts, with speed and ownership, suggesting tactics and strategies to adjust quickly based on learnings, opportunities and business objectivesMeasurement FrameworkCollaborate with cross-functional teams to define direct-to-consumer metrics & KPIsDesign and implement a structured framework for tracking direct-to-consumer marketing activitiesWork closely with leadership, finance and advanced analytics teams to calculate LTV, ROASReportingBuild comprehensive and compelling narratives to be shared with Key Stakeholders and leadership teamsCollect and synthesize overall direct-to-consumer marketing activity on a monthly basis in partnership with marketing team and other stakeholders, crafting a point of view on performance and explaining results in a clear and concise mannerProvide insights and recommendationsDesign and build dashboards and reports that support the market team’s ongoing needsRelationship managementBuild and maintain effective, productive, and collaborative relationships with internal and external partners. Influence these partners and leverage their assets to best meet mutual objectivesManage day-to-day working relationships with internal and external partners and act as subject matter expertInfluence without authority, ability to motivate and manage a cross functional, blended team of specialistsRequirements:8+ years of Marketing Analytics/Operations, Digital and Business Management experience or related role with a bachelor’s degree in Marketing, Business, Analytics or a related field.Masters or MBA a plusAdvertising agency experience or experience partnering with agencies an assetFinancial/Insurance services industry experience an asset (but not required)Proficiencies:Strong project management, analytical, troubleshooting and problem-solving skills while working in a face-paced environment with changing prioritiesKnowledge of marketing processes, campaign execution, lead management, and marketing attribution modelsAbility to generate meaningful business and customer insights from a variety of dashboardsFamiliarity with data management and governance practices, including data cleansing, segmentation and reportingYou can easily build relationships and have been part of large, cross functional teams that are working to solve complex problemsExperience working within Agile structureYou think big, are willing to disrupt yourself and the status quo and are customer obsessed with an entrepreneurial mindset to drive changeResults-oriented mindset, focused on driving measurable impact on revenueDrive for continuous improvement and learning, staying updated on current trends and technologies in Insurance and D2C marketingSystems and Tools:Expert in Excel and Power PointAnalytics & visualization tools (Adobe Analytics, Google Analytics 4, DOMO, Power BI/Tableau, Looker Studio)CRM systems (Salesforce)Project Management (Smartsheets, Asana)CDP platforms a plus#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$84,375.00 CAD - $151,875.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Account Manager - Mid Market
SOTI Inc. North America, Mississauga, ON
SOTI is committed to providing its employees with endless possibilities; learning new things, working with the latest technologies and making a difference in the world.Job Title: Account Manager - Mid MarketLocation: Mississauga (Hybrid)Who We AreAt SOTI, we are committed to delivering best in class mobile and IoT device management solutions. We are looking for out of the box thinkers that appreciate the art of creating great software.What We’re Looking ForSOTI’s growth and success is a result of commitment to innovation through entrepreneurial culture and leadership. Employees are driven to make an impact, offer a unique value and most importantly, be part of winning sales team. The Account Manager will be responsible to build long term relationship with customers and partners to drive profitable growth for SOTI. You will interact with key internal and external stakeholders in order to ensure timely execution for our customers.What You’ll DoTraining partners on the SOTI ONE Platform to drive and develop new leads. Also, to activate partners to migrate legacy customers on the SOTI ONE PlatformDeveloping and implementing strategic Mutual Plans to manage and grow accounts/opportunities.Prospect for potential customers using various direct methods such as calling and face-to-face meetings, and indirect methods such as networkingRetaining clients and building strong, trusting relationships.Understanding client needs and identifying new opportunities within your territory.Communicating and coordinating with internal teams to deliver solutions.Identifying opportunities for improvement and proposing new tools and processes.Developing and maintaining excellent knowledge and understanding of our business, offerings, competitors, and industry.Prepares and conducts formal group presentations at senior management levels of larger clients (See Quarterly Business Review with RSM for deeper details)Partners with vendor technology representatives for product resell opportunitiesDevelop and nurture a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsorsAssist with high Support Cases or issue escalations as needed in collaboration with SOTI SupportCoordinates the involvement of company personnel, including support, service, and management resources, to meet partner performance objectives and partners' expectations.Meets assigned targets for profitable sales volume and strategic objectives in assigned partner accountsExperience You’ll Bring3-5 Years' Experience with Software Sales working through a Channel.Deep understanding of working through a ChannelCollaboration with Strategic Alliance with OEMs, driving net new Logos and growing existing accounts Identifying new OEMs to work with and building out partnerships Certification with Value Selling - Visualize or equivalent sales methodology training Proficiency in Microsoft Office and SalesForce software.Excellent communication, interpersonal, and negotiation skillsExperience managing Fortune 500 accounts and projects About SOTISOTI is the world's most trusted provider of mobile and IoT management solutions, with more than 17,000 enterprise customers and millions of devices managed worldwide. SOTI's innovative portfolio of solutions and services provide the tools organizations need to truly mobilize their operations and optimize their mobility investments. SOTI extends secure mobility management to provide a total, flexible solution for comprehensive management and security of all mobile devices and connected peripherals deployed in an organization. At SOTI, we celebrate the uniqueness of our global teams and are proud to be an equal opportunity workplace. We are curious problem solvers who are committed to bringing the best mobile and IoT management solutions to market.#LI-SN1If you want to bring your ideas to life, apply at SOTI today.We are committed to providing accessible employment practices that are in compliance with the requirements under the Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify People & Culture at [email protected] note that SOTI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Services Agreement with agency/recruiter, SOTI will not consider or agree to payment of any referral compensation or recruiter fee.