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Title posted on Jobillico - Wealth Management IT AI and IBOR, Senior Manager
Posted on March 06, 2025 by Employer details National Bank
Job details
<p>We are seeking a highly skilled and visionary <strong>IT Senior Manager</strong> to lead our Wealth Data and AI Strategy and drive the delivery of critical business intelligence and reporting solutions. This role encompasses the management & modernization of the Wealth BI & Reporting Team & ecosystems, oversight of Investment Book of Record (IBOR) operations (including statements and tax-slip management), and the modernization of legacy platforms to meet the demands of a rapidly evolving financial services landscape. </p><p>The successful candidate will blend technical expertise, strategic thinking, and leadership skills to transform data capabilities and operations while aligning with business goals and regulatory standards. </p><p><strong>Your role</strong></p><p><strong>Data and AI Strategy </strong></p><ul><li>Develop and implement a forward-thinking Wealth Data and AI Strategy to advance analytics, reporting, and decision-making in Wealth Management. </li><li>Identify and drive opportunities to leverage AI/ML technologies for enhanced data insights and automation. </li><li>Ensure robust data governance, security, and compliance while optimizing data accessibility and quality. </li><li>Stay ahead of industry trends and integrate emerging technologies to maintain a competitive edge. </li></ul><p><strong> </strong></p> <p><strong>Delivery: BI & Reporting </strong></p><ul><li>Lead the Wealth BI & Reporting Team, ensuring the development and delivery of high-quality, actionable insights to support business objectives. </li><li>Collaborate with architecture to Design modern BI platforms that enable real-time and self-service analytics. </li><li>Collaborate with business stakeholders to define KPIs and reporting needs, ensuring alignment with organizational priorities.</li></ul><p><strong>Investment Book of Record (IBOR) Operations </strong></p><ul><li>Oversee IBOR operations, ensuring accuracy and efficiency in: Generating client statements and Managing tax-slip creation in compliance with regulatory requirements.</li><li>Implement and maintain robust processes and technologies to ensure seamless IBOR functionality. </li><li>Lead the modernization of legacy IBOR systems, improving reliability, scalability, and alignment with evolving business and compliance needs.</li></ul><p><strong>Platform Modernization </strong></p><ul><li>Drive the modernization of legacy data platforms and IBOR systems, transitioning to scalable, cloud-based, and automated solutions. </li><li>Collaborate with IT teams to define architectural standards and ensure the seamless integration of new technologies. </li><li>Minimize business disruption during modernization efforts through meticulous planning and change management.</li></ul><p><strong>Leadership and Collaboration </strong></p><ul><li>Build, mentor, and lead a high-performing IT team, fostering a culture of innovation, collaboration, and continuous improvement. </li><li>Partner with business leaders, technology teams, and external vendors to ensure alignment on strategic goals and deliverables. </li><li>Effectively manage budgets, timelines, and resources to ensure successful project delivery. </li><li>Provide regular updates to senior leadership, showcasing progress, risks, and opportunities. </li></ul><p><strong>Your team</strong></p><p>The IT team is made up of more than 2.500 proactive, collaborative experts who work with agility to seize opportunities, stay on the cutting edge of technology, and continuously improve our processes.</p><div>As part of the IT wealth management team, our team is distinguished by its collaboration, agility and willingness to continuously improve. You report to the VP IT wealth management.</div><div><br></div><div><div>We want to contribute to your quality of life by offering you as much flexibility as possible. For example, we offer a hybrid work environment along with a flexible schedule that you can adapt to your needs. The Bank v- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #15295789
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