Senior Manager, Global Connectivity, International Wealth Management

Senior Manager, Global Connectivity, International Wealth Management

Requisition ID: 268556

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Senior Manager, Global Connectivity for International Wealth Management (IWM) will be responsible for designing and executing the strategic roadmap to enhance collaboration between onshore and offshore team of specialists to earn primary client relationships. The role exists to enable a more integrated, efficient, and client-centric operating model that increases offshore market share, reduces delivery friction, and drives global alignment across jurisdictions. The responsibilities also include supporting the strategic direction and growth of the offshore Investment Advisory business, expanding the Total Wealth approach to IWM offshore units. By building scalable processes, governance structures, and relationship frameworks, the Senior Manager will play a critical role in transforming how teams across the globe work together to deliver value to clients.

Spanish fluency is an asset for this role.

Accountabilities:

Onshore-Offshore Enhanced Collaboration

• Supports the design and implementation of specific strategies, in coordination with offshore as well as onshore teams, to capture assets that clients in our international footprint hold at other offshore institutions.
• Orchestrates seamless collaboration between the onshore and offshore members of a client service team (including offshore Investment Advisory, Private Banking and Trust), fostering a unified approach and an integrated Total Wealth client experience.
• Implements the Total Wealth approach between the offshore client-facing teams to mirror the standards and practices of the broader IWM Total Wealth model.
• Introduces a framework to drive cross-border referrals, share best practices and success stories, devises strategies for action planning on addressing challenges and opportunities.
• Delivers unified reporting structure to better assess business insights and KPIs

Stakeholder Engagement and Partnership Development

• Builds an