Scotiabank

Director & Head, Client Service Product Lead

Scotiabank$166K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business, Finance, Technology, Engineering or related field; MBA preferred.
  • 15+ years in banking, payments, or financial services (preferably Transaction Banking/Cash Management or Capital Markets).
  • Proven track record in leading large-scale transformation or platform initiatives.
  • Strong experience in product/platform ownership and roadmap delivery.
  • Deep understanding of client lifecycle processes and case management.
  • Experience managing global teams in a multi-region delivery model.
  • Ability to influence senior executives within a complex organization.

Responsibilities

  • Lead and foster a customer-focused culture across the team.
  • Define and own the vision and multi-year roadmap for client services.
  • Act as the accountability point for platform outcomes including adoption and performance.
  • Lead service journey redesign to enhance client experience by minimizing friction and duplication.
  • Implement a standardized, globally consistent client experience.
  • Drive integration across all workflows related to client servicing processes.
  • Establish and own KPIs to measure and enhance client experience and platform value.

Benefits

  • Holistic well-being focus providing flexible benefit programs.
  • Supports unique family, financial, physical, mental, and social health needs.
Full Job Description
Requisition ID: 270895

Salary Range: -

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.

Purpose

Leads and oversees Client Service Product stream globally ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.

Responsible for defining and delivering the end-to-end Client Lifecycle Platform across Global Transaction Banking (GTB) and Global Wholesale Operations (GWO).
This role owns the strategy, roadmap, and execution of a unified servicing platform, transforming into a scalable, client-centric, and data-driven experience. The role is accountable for driving measurable improvements in client experience, speed to revenue, and operational efficiency through platform modernization and global standardization.

What You'll Do
• Leads and drives a customer focused culture throughout his/her team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Platform Strategy & Product Ownership
• Define and own the vision, strategy, and multi-year roadmap for client service across segments
• Act as the single point of accountability for platform outcomes, including adoption, performance, and business impact
• Prioritize platform investments aligned to GTB/GWO strategic goals and client needs
• Embed product management discipline across roadmap planning, backlog prioritization, and release delivery

End-to-End Client Lifecycle Transformation - Service
• Lead the redesign of servicing journeys to eliminate friction, duplication, and manual processes
• Establish a standardized, globally consistent client experience across segments, regions, and channels
• Enable a "single view of client" and unified case management model across the lifecycle
• Drive integration across sales, onboarding, product setup, and servicing workflows

Platform Delivery & Modernization
• Lead delivery of a scalable, integrated platform ecosystem (workflow, case management, client interaction, and data layers)
• Partner with Technology to deliver platform capabilities using agile and iterative delivery models
• Drive digitization, automation, and straight-through processing to improve efficiency and scalability
• Ensure global rollout readiness, including testing, adoption, and continuous enhancement

Data, Performance & Value Realization
• Establish and own KPIs across client experience, cycle times, platform adoption, and cost-to-serve
• Enable real-time visibility into servicing performance across regions and segments
• Leverage analytics to inform prioritization, track outcomes, and drive continuous improvement
• Ensure delivery of measurable business value tied to platform investments

Client Experience & Adoption
• Define and embed client experience standards, including transparency, responsiveness, and service levels
• Implement structured change management, communication, and training strategies to drive adoption
• Incorporate client, relationship manager, and operational feedback into platform enhancements
• Deliver sustained improvements in CSAT, NPS, and time-to-revenue

Executive Stakeholder Management
• Partner with senior leaders across Product, Technology, Sales, and Operations to align priorities and execution
• Serve as the primary interface to GTB and GWO leadership on platform strategy and delivery
• Drive cross-functional decision-making and resolve competing priorities at an enterprise level
• Represent the platform in executive governance forums
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

What You'll Bring
• Undergraduate degree in Business, Finance, Technology, Engineering or related field. MBA or equivalent advanced degree preferred.
• 15+ years of experience in banking, payments, or financial services (Transaction Banking/Cash Management or Capital Markets preferred)
• Proven track record leading large-scale, enterprise-wide transformation or platform initiatives
• Strong product/platform leadership experience, including roadmap ownership and value delivery
• Deep understanding of client lifecycle processes (servicing, case management)
• Demonstrated ability to influence senior executives and lead in a complex, matrixed organization
• Experience managing global teams and multi-region delivery model
• Strong commercial, analytical, and strategic thinking capabilities
• Ability to lead a team of product managers and operate in an agile manner

Interested?

If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

#Dallas

Location(s): United States : Florida : Tampa

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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