Senior Manager, Enterprise Intake & Discovery

Momentum Financial Services Group • $125K — $140K *

Toronto, ON M3C 0E3In-Person

Finance & Insurance

5 - 7 years of experience

5 days ago

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Job Overview by Ladders

Qualifications

7+ years in strategy, transformation, or enterprise delivery roles
Experience in complex cross-functional initiatives in fast-paced environments
Background in financial services, fintech, or highly regulated industries
Strong strategic planning and stakeholder management skills
Proven ability to navigate ambiguity and drive operational excellence

Responsibilities

Orchestrate enterprise intake and discovery activities to enable strategic initiatives
Own the enterprise intake process as the main entry point for organizational demands
Collaborate cross-functionally with stakeholders in business, technology, and operations
Continuously improve intake mechanisms and service-level standards
Produce comprehensive discovery artifacts such as problem briefs and customer journeys
Utilize AI and automation tools to enhance planning and reporting processes
Identify systemic demand patterns and capability gaps for strategic planning

Benefits

Professional growth opportunities
Collaborative and innovative work environment
Focus on employee well-being and work-life balance
Access to cutting-edge technology and tools

Full Job Description

The Job: Senior Manager, Enterprise Intake Discovery

What You'll Do

Orchestrate enterprise intake & discovery activities that enable strategic initiatives to be conceptualized, effectively prioritized, shaped, and positioned for successful execution across the organization, in partnership with product and business stakeholders.

Own and operate the enterprise intake process, serving as the single point of entry for all demand across the organization.
Partner cross-functionally with business, technology, operations, PMO and enterprise stakeholders to ensure demand is surfaced early and shaped effectively
Maintain and continuously improve intake mechanisms, including submission frameworks, intake criteria, and service-level standards.
Produce high-quality discovery artifacts including problem briefs, current-state assessments, opportunity definitions, customer journeys, service blueprints, and preliminary scope outlines
Leverage AI, automation, and workflow optimization tools to improve planning and reporting processes
Identify and escalate systemic demand patterns, capability gaps, or recurring problem themes to inform strategic planning.

What You'll Bring to the Table

7+ years of experience in strategy, transformation, enterprise delivery, consulting, PMO, business operations, or related roles
Experience leading complex cross-functional initiatives and enterprise programs in fast-paced environments
Experience within financial services, fintech, banking, payments, lending, or other highly regulated industries
Strong strategic planning, stakeholder management, and execution management capabilities
Demonstrated ability to navigate ambiguity, drive alignment, and operationalize strategic priorities
Strong facilitation, communication, and executive presentation skills

Nice to Have:

Experience supporting enterprise transformation, intake and discovery, portfolio management, or strategic planning functions
Experience working across business and technology teams to shape and prioritize initiatives
Exposure to AI-enabled workflows, automation platforms, or operational optimization technologies
Experience working within Agile delivery environments
Consulting or enterprise transformation office experience considered an asset
PMP, Agile/Scrum, Lean, or change management certifications considered an asset

Technical Skills

Exceptional written and verbal communication
Strong stakeholder management skills
Structured, analytical thinker
Comfortable operating in ambiguity
High proficiency in developing structured documents, business cases, and executive-facing materials.

Education + Experience

Bachelor's degree in business, strategy, operations, technology, or related field

Ready to lead high-impact customer operations and elevate the contact center experience? Join us and help shape customer engagement at MFSG.

About Momentum Financial Services Group

Momentum Financial Services Group Careers

There has never been a better time to join the global team at Momentum Financial Services Group—the leading force in innovative financial solutions.

Work You’ll Do

Join Momentum Financial Services Group's market-leading team to assist some of the most prestigious companies in mastering their financial strategies and operations. Transform financial management and industry standards with the brightest minds at Momentum Financial Services Group. This is where technology, industry expertise, and digital innovation converge. Lead from a unique position in the marketplace, harnessing the power of technology to drive financial innovation and leadership. Work with a global team of business and financial advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, fostering an environment where innovation and leadership thrive.

Introducing the Momentum Financial Services Group Professional Pathways

The team is building a market-leading pathway to help professionals master their career growth with comprehensive training and development opportunities.

Do Innovative Work

Be part of the largest group of financial experts, where professional growth and innovation meet at the intersection of technology and financial services.

Drive Innovative Solutions

Deliver targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team known for its global scale and solution development.

Future-Proof Your Career

Advance your career with limitless opportunities supported by unmatched training, development, and certification support.

Explore

Discover how Momentum Financial Services Group leads clients like Global Retail Corp towards transformative financial management solutions, enabling predictive analytics and data-driven decision-making.

The Momentum Financial Services Group Difference

The combined service capabilities, global scale, and joint solution development help clients overcome challenges and lead transformation in their industries. Clients worldwide turn to Momentum Financial Services Group for new strategies and solutions to drive innovation and growth.

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Learn more about Momentum Financial Services Group

Size

1,001 employees

Industry