Purpose

The Senior Manager & Lead, Analytics & Insights will play a critical role in supporting the Total Wealth Strategy by leading high-impact analytics initiatives that enable data-driven decision-making and deliver effective solutions to accelerate business growth and operational efficiency. This role requires strong leadership in stakeholder engagement, cross-functional collaboration, and the ability to distill complex data into clear, actionable insights. Working closely with Scotia Wealth Advisory business lines (SM, PIC & PB), the Senior Manager will be responsible for the end-to-end delivery of strategic projects and key initiatives, applying deep business acumen and strong leadership to drive meaningful outcomes.

 Accountabilities

• Lead the design and execution of analytics solutions that support advisory business priorities

• Elevate & enhance Total Wealth Analyzer as the advisor's go-to tool for tailored analytics and creating a one-stop shop for deeper client insights and new growth opportunities

• Standardize reporting across advisory business lines to enable insights and strategic visibility

• Oversee the team responsible for managing all tool-related inquiries from advisor teams, field staff, and head office stakeholders. This includes handling access requests, responding to data inquiries, and ensuring timely resolution of user issues to support seamless business operations

• Provide thought leadership in data storytelling, visualization, and advanced analytics that drive decision-making

• Partner with senior stakeholders to understand business needs and translate them into data-driven strategies

• Collaborate with technology, product, and business teams to ensure alignment and delivery

• Identify opportunities to enhance analytics capabilities and influence strategic direction

• Mentor and coach team members, fostering a culture of growth and innovation

• Champions a high-performance environment and contributes to an inclusive work environment. Understand Scotiabank’s values, code of conduct and adhere to operational, compliance and conduct risk policies
  
  
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

Dimensions  

• Manage direct reports
• Support multiple business lines within Wealth (SM, PIC & PB)
• Require extensive wealth business knowledge to identify and translate key business data into relevant insights for problem solving and strategical analytics
• Strong knowledge about wealth financial planning process, system, measurement and related data.

• Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce.
• Expert skills in data mining using SQL, R/Python, or SAS;
• Expert skills as a user for Salesforce Wealth 360
• Solid knowledge about data connections through various source data systems within Wealth

Education / Experience / Other Information 

• Required: Undergraduate degree in business or engineering
• Preferred: MBA and/ or equivalent post-secondary education
• Minimum of 10 years of work experience; experience working in the wealth management or financial services sector would be an asset

• Deep understanding of all Scotia Wealth Management business lines would be an asset

• Ability to deliver results in a fast-paced and dynamic business environment

• Strong business acumen and strategic thinking skills

• Highly analytical with strong consulting and problem-solving abilities; tenacity to identify the root cause of problems is essential
• Highly motivated, self-driven, results-oriented and an ability to work under pressure
• Ability to work in cross-functional teams and build networks and relationships
• Strong communication, interpersonal and presentation skills and ability to deal with all levels of management

• Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines
• Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce