Director Consulting Delivery (Canadian Wealth Management)

Gratitude Inc

1128 Views

17 hours ago

15-20 Year(s)

Manila

Job Description

Key Skills

Finance Wealth Management College Graduate Investment Management Canadian Finance

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Director Consulting Delivery (Canadian Wealth Management)

Location: Taguig, Philippines
Work Setup: Onsite
Shift: Night Shift

Job Summary

We are seeking an experienced senior leader to oversee end-to-end service delivery, client engagement, operational excellence, and business growth within the Canadian Wealth Management portfolio. The successful candidate will act as a strategic partner to clients and internal stakeholders, driving profitability, operational efficiency, transformation initiatives, and long-term business success.

Mandatory Requirements

Bachelor's Degree in any discipline (Postgraduate qualifications or certifications in Business, Finance, or Management are an advantage)
Minimum of 12 years' experience in BPO, consulting delivery, operations leadership, or a related field
Extensive experience supporting Canadian Wealth Management, including:
- Investment Operations
- Portfolio Administration
- Client Servicing
- Regulatory Reporting
Strong knowledge of:
- Canadian financial regulations
- Wealth management platforms
- Canadian market practices
Proven experience managing North American clients, preferably in a multi-country delivery environment
Stable employment history (not a job hopper)

Key Responsibilities

Client Relationship & Business Growth

Build and maintain strong relationships with client leadership and key stakeholders
Support strategic account planning and client development initiatives
Identify business growth opportunities and contribute to winning new business
Serve as a trusted advisor, aligning delivery solutions with client objectives

Operations & Service Delivery

Lead portfolio-wide service delivery and ensure SLA achievement
Drive operational excellence, continuous improvement, and process optimization
Manage forecasting, performance reporting, and resource allocation
Champion automation, innovation, and transformation initiatives

Financial Management

Own and manage the portfolio's P&L
Drive revenue growth, profitability, and cost optimization
Develop commercially competitive solutions and client proposals
Monitor financial performance and implement corrective actions when necessary

Leadership & Talent Management

Lead and develop managers and senior team members
Drive employee engagement, succession planning, and leadership development
Implement talent management strategies to improve retention and performance

Compliance & Governance

Ensure compliance with organizational policies and Canadian regulatory requirements
Maintain high standards in risk management, data privacy, and governance

Core Skills Required

Business Process Outsourcing (BPO)
Wealth Management
Investment Management
Financial Services Operations
Client Relationship Management
P&L Management
Strategic Leadership
Operational Excellence
Business Development
People Leadership

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Banking / Financial Services

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