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Strategic Leadership: Oversee and execute the comprehensive Data, Analytics \& CRM strategy and roadmap to drive benefits for Commercial Banking.
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Translation: Define all requirements and translate into technical user stories and epics
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Agile: Build and manage customized agile framework for the entire Commercial D\&A team
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Operational Excellence: Ensure Data, Analytics, and CRM (Salesforce) initiatives align with Canadian Commercial Banking objectives and operational excellence standards.
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Vision and Roadmap: Define and communicate a clear vision and strategic roadmap for data and analytics initiatives.
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Change Management: Develop and implement a communication and change management plan to drive the adoption of advanced analytics applications.
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Stakeholder Collaboration: Manage and collaborate with key stakeholders to ensure alignment and successful project execution.
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Team Development: Build a high-performance environment by implementing a people strategy that attracts, retains, and develops talent. Foster an inclusive work environment, communicate vision and values, and manage succession and development planning.
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CRM and Analytics Utilization: Drive the adoption and effective utilization of CRM, analytics, and reporting tools.
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Prioritization and Delivery: Prioritize, analyze, and deliver on key initiatives to meet business objectives.
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Monitoring and Consulting: Monitor project progress, provide expert consultation, and proactively communicate updates.
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Internal Coordination: Work closely with various internal stakeholders to communicate changes, coordinate deliverables, and track progress.
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Requirements Documentation: Write requirements, epics, and stories to translate business needs into actionable tasks.
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Risk Management: Identify dependencies and manage risk controls, including logical access and compliance with regulatory frameworks.
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Cross-Functional Execution: Collaborate with other Product Owners, Tech, Risk, Legal, Internal Controls, and more to ensure seamless execution of initiatives.
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Strategic Alignment: Oversee the Commercial Bank's Data, Analytics, and CRM priorities by aligning strategic and financial goals with specific milestones and deliverables.
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Business Case Development: Develop business cases to justify appropriate investments in technology.
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Operational Efficiency: Create an environment that promotes effective and efficient operations while ensuring adherence to operational risk, regulatory compliance, AML/ATF risk, and conduct risk frameworks.
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8-10 years of experience in Data, Analytics, CRM, or Product Management within financial services or commercial banking.
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Proven track record in leading agile teams, managing enterprise CRM platforms (e.g., Salesforce), and executing data transformation initiatives.
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Strong stakeholder management skills with the ability to influence across business, technical, and risk domains.
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Deep understanding of regulatory requirements related to data, risk, AML/ATF, and compliance frameworks.
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Strategic thinker with a hands-on mindset, strong communication skills, and an ability to drive measurable business outcomes.
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CRM Platforms: Salesforce (preferred)
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Analytics: Power BI, Tableau, SQL, Python (preferred)
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Agile: Jira, Confluence, Scrum/SAFe methodologies
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Documentation \& Collaboration: MS Office Suite, Visio, Lucidchart
