Manager, Advisor Experience & Inforce Service Innovation
Core
Define and execute a scalable, technology-enabled post-funding service model for Specialized Lending, focusing on portfolio surveillance, advisor experience, and AI-driven transformation.
Role type
Manager, Advisor Experience & Inforce Service Innovation
Builds
Post-funding service capabilities, AI-enabled workflows, and advisor/customer experience platforms
Domain
Financial Services / Specialized Lending / Process Automation
Required skills
People leadership, post-funding servicing, process improvement, Power BI, Power Apps
Preferred skills
Bilingualism (English and French)
Technologies
Power BI, Power Apps
Responsibilities
Lead portfolio surveillance and maintenance; Design end-to-end advisor-centred workflows; Drive AI adoption and automation strategy; Manage service standards, governance, and risk controls; Develop performance reporting and dashboards
Seniority
Manager, hands-on IC with strategic mandate
