Job summaryThe Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role translates strategy into an actionable program roadmap, including pilot implementation, evaluation and recommendations for sustainable scaling.
This role works closely with internal cross-functional stakeholders, external education partners and members to develop and deliver high-quality, objective, practical, and accessible financial education through multiple formats, including live sessions, workshops, webinars, on demand content.
The role requires deep subject matter expertise in financial topics, strong instructional and facilitation skills, and direct client facing experience. The incumbent will support member questions, facilitate learning, and ensure programming meets professional, ethical, and regulatory standards.
The role is focused on the objective of providing financial education and does not include the delivery of personalized financial advice or recommendations. It is integral to building member trust, enhancing financial knowledge and decision-making capability, and fostering sustained confidence in managing financial matters over the long term.
How you will make a difference- Leading the end-to-end design of financial literacy curriculum for members, across career stages and spanning foundational to advanced topics
- Leading the program roadmap and pilot delivery, including scope, milestones, resources, risks and cross-functional accountabilities
- Ensuring curriculum aligns with adult learning principles, professional standards, and clear boundaries between education and personalized advice
- Ensuring financial literacy education is delivered through multiple formats (e.g., sessions, workshops and webinars). Defining learning objectives, quality standards, and establishing frameworks and policies to support scalable, compliant education delivery
- Serving as a credible, trusted educator during sessions-answering general questions, clarifying concepts, and supporting learner engagement while maintaining regulatory compliance.
- Continuously assessing and refining delivery approaches to maximize learner impact and accessibility
- Using member research, physician reference-group input and program data to validate priorities and tailor learning pathways across career stages
- Working closely with subject-matter experts, content contributors and internal stakeholders to co-develop education materials, maintain appropriate disclosures, boundaries, and oversight.
- Acting as an informed internal counterpart-able to challenge, refine, and contextualize partner-provided content for member relevance
- Defining partner requirements and oversee selection, onboarding, deliverables, quality and performance in collaboration with Procurement, Legal and other stakeholders
- Supporting member confidence and capability by creating safe, trusted learning environments for sensitive financial topics
- Incorporating feedback to continuously improve content relevance and learning outcomes.
- Establishing success measures and evaluate participation, engagement, learning outcomes, member confidence and overall member value; use findings to improve the program and inform scaling
- Ensuring all programming aligns with applicable regulatory, licensing, and professional standards
- Maintaining content-review, disclosure and conflict-of-interest safeguards that clearly separate education from personalized advice, product promotion and sales
Requirements that are important to us- Post-secondary education in finance, business, education, or a related discipline preferred. MBA or BBA - major in business and finance as an asset
- Certificate in Adult learning, educational facilitation on financial products and services is required
- Past Certified Financial Planner (CFP®) designation and/or experience will be an asset
- Past LLQP (Life License Qualification Program) and/or experience will be an asset
- Certificates from reputable institutions such as the Canadian Securities Institute, Oliver's Learning and other College of University level financial product and services certification
- Seven plus years of progressive experience in financial services, financial education, member or client programs, or related fields, including accountability for complex initiatives from design through implementation and evaluation.
- Demonstrated client facing experience explaining financial concepts to individuals or groups. Build trust and credibility with through expert, unbiased education
- Demonstrated ability to lead cross-functional initiatives in a matrixed environment and influence without direct authority.
- Experience designing or delivering educational programs for adult or professional audiences
- Experience selecting and managing external education partners, subject-matter experts or content providers, including oversight of deliverables, quality, timelines and performance.
- Experience establishing program measures and using member or client data and feedback to improve outcomes.
- Excellent written and verbal communication skills
The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.What do we have to offer you?- A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
- A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
- An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
- A commitment to growth and development through paid professional development and continuous in-house learning
- A friendly and flexible hybrid work environment
- Competitive total rewards package including a hiring salary range of $92,835 - $98,640 plus pension plan and a bonus program
- Exceptional group benefits package, including a spending account and a robust wellness program
- An organization that has been recognized as a Greater Toronto's Top Employers for six consecutive years.
