Scotiabank

Senior Manager, Client & Advisor Experience

Scotiabank$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University degree in Business, Finance, Economics, or Operations Management
  • MBA or relevant post-graduate education is an asset
  • 5+ years of experience in financial services, wealth management, or banking operations
  • Deep knowledge of Scotia Wealth Management (SWM) or comparable wealth platforms
  • Strong understanding of wealth management operating environments and regulatory requirements
  • Proficiency in Microsoft Office tools, especially Excel and PowerPoint
  • Strong stakeholder management and influencing skills

Responsibilities

  • Define and communicate business outcomes and success metrics
  • Translate strategic objectives into actionable roadmaps
  • Lead partnerships with business teams for user group engagement
  • Establish and manage feedback loops for continuous improvement
  • Partner with Practice and Change Management to align efforts
  • Own strategic planning for funding cycles and investment asks
  • Leverage journey mapping to identify opportunities for client experience improvement

Benefits

  • Flexible work arrangements
  • Professional development opportunities
  • Mentorship and personal growth environment
  • Inclusive workplace culture
  • Opportunities for cross-functional collaboration
Full Job Description
Requisition ID: 264819

The Senior Manager, Client & Advisor Enablement is responsible for driving the successful execution of Client & Advisor Enablement initiatives. They will connect strategy to delivery, ensuring solutions are aligned to business priorities, enhancing client and advisor experience, and support Advisory Client Onboarding and Servicing outcomes.

Is this role right for you? In this role you will:
  • Define and communicate clear business outcomes and success metrics to track adoption, performance, and ROI
  • Translate strategic objectives into prioritized, actionable roadmaps and delivery plans
  • Lead partnership with business teams to establish, activate, and sustain field user groups, ensuring ongoing feedback is captured and embedded into solution design and delivery
  • Establish and manage formal feedback loops and user networks to inform product development and continuous improvement
  • Partner with Practice Management and Change Management to align transformation efforts
  • Own end-to-end business casing and strategic planning for funding cycles, translating journey priorities into clear investment asks, value articulation, and measurable outcomes
  • Leverage journey mapping and current-state analysis to identify opportunities for simplification, efficiency gains, and improved client/advisor experiences
  • Use data, analytics, and quantitative methods to validate opportunities and support prioritization decisions
  • Lead vendor engagements, ensuring alignment to strategic program objectives
  • Proactively identify and source new capabilities and solutions (across the enterprise and external market) to simplify experiences and improve outcomes for clients and advisors
  • Ensure all requirements supporting contracts with vendors, are complete, compliant, from a product and business perspective
  • Lead executive-level communications, including updates, decision materials, and strategic messaging for senior leadership
  • Design and deliver a multi-layered communication strategy across field, leadership, and business partners across the Advisory Onboarding and Client Servicing workstreams
  • Influence senior stakeholders to adopt strategic initiatives, productivity improvements, and change outcomes ensuring alignment across Operations, Technology, Compliance, and Business stakeholders
  • Drive alignment across competing priorities and stakeholder perspectives ensuring initiatives are integrated across broader modernization programs
  • Mentor and develop the team, fostering a culture of growth and excellence
  • Build a high-performance environment, implementing a people strategy that attracts, retains, develops, and motivates by fostering an inclusive work environment
  • Using a coaching mindset and ScotiaBond behaviors, communicate vision, values, business strategy, and manage succession and development planning


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
  • University degree in Business, Finance, Economics, Operations Management, or a related discipline
  • MBA or relevant post-graduate education is an asset
  • 5+ years of relevant experience in financial services, wealth management, or banking operations, with exposure to large-scale transformation, process improvement, or strategic initiatives
  • Deep knowledge of Scotia Wealth Management (SWM) or comparable wealth platforms, including advisory models, client segments, product offerings, and end-to-end client journeys
  • A strong understanding of wealth management operating environments, including regulatory and compliance requirements, risk frameworks, and governance practices
  • Proficiency in Microsoft Office tools including Excel, PowerPoint & Visio, with the ability to build data-driven analyses and dashboards, develop executive-ready presentations & create process maps and workflows
  • The ability to manage competing priorities in a fast-paced, matrixed financial services environment, balancing strategic initiatives with day-to-day operational demands
  • Experience leading or supporting strategic initiatives within wealth or banking, including business case development, stakeholder alignment, and implementation execution
  • Strong stakeholder management and influencing skills, with experience engaging senior leaders across wealth, operations, and technology to drive alignment and outcomes
  • A proven ability to lead and mobilize cross-functional teams, ideally within complex, multi-business line environments
  • A demonstrated ability to challenge legacy processes within financial services environments, bringing forward innovative, yet practical and compliant solutions
  • Strong analytical and problem-solving skills, with experience leveraging operational data, client insights, and performance metrics to identify opportunities and drive decisions
  • Proven experience working within or alongside operations teams, front office (Advisors), and control/support functions with a strong understanding of how these groups interact
  • Hands-on experience with process design, re-engineering, or continuous improvement methodologies (e.g., Lean, Six Sigma, journey mapping, target operating model design)


Location(s): Canada : Ontario : Toronto

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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