Director Consulting Delivery (Canadian Wealth Management)
Gratitude IncDirector Consulting Delivery (Canadian Wealth Management)
Job Description
Key Skills
1 candidate(s) have already applied for this Job. Apply now
We are hiring an experienced leader to oversee end-to-end service delivery for Canadian Wealth Management operations. The role focuses on driving operational excellence, client satisfaction, business growth, financial performance, process improvement, and team leadership within a BPO/consulting environment.
Requirements (Non-Negotiable):
- Bachelor's degree (postgraduate qualification/certification is an advantage)
- 12+ years of BPO, consulting delivery, or operations leadership experience
- Strong Canadian Wealth Management background (investment operations, portfolio administration, client servicing, regulatory reporting)
- Solid knowledge of Canadian financial regulations, wealth platforms, and market practices
- Experience managing North American clients in a multi-geography delivery model
Key Responsibilities:
- Lead service delivery and operational performance
- Manage client relationships and business growth
- Own P&L, financial planning, and profitability
- Drive process improvement, automation, and innovation
- Develop and mentor leaders and teams
- Ensure compliance, governance, risk management, and data privacy
Skills Required:
- Business Process Outsourcing (BPO)
- Finance
- Investment Management
- Wealth Management
Recruitment Process:
Application Review → HR Interview → Technical/Functional Interview → Leadership/Panel Interview → Client Interview (if required) → Final Offer
To apply, please send your updated CV together with answers to the following pre-screening questions in your message:
1. How many years of BPO experience do you have?
2. Do you have a strong understanding of Canadian financial regulations, wealth platforms, and market practices?
3. What was your last drawn salary?
4. What is your expected salary?
5. Are you willing to work onsite in Taguig on a night shift?
6. If selected, when can you start?
Role
Operations Director
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Non-Voice
Functional Area
ITES / BPO / Customer Service
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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