Director Consulting Delivery (Wealth Management)

Position Description

As a Director Consulting Delivery (Wealth Management), your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company.

Your future duties and responsibilities

• BPO Strategy Development: Formulate and implement tailored BPO strategies specific to commercial banking, enhancing operational efficiencies and service delivery.
• Data Presentation: Synthesize financial data and performance metrics into compelling narratives that convey projections and trends effectively to stakeholders.
• Management Reporting: Design comprehensive management reporting packages that transparently communicate business results, insights, and recommendations.
• Cross-Functional Coordination: Facilitate collaboration between business managers, finance teams, and project managers to streamline deliverables and ensure alignment with business objectives.
• Executive Analysis and Presentation: Conduct in-depth analyses and create executive-level presentations using PowerPoint to inform strategic decisions and facilitate discussions.
• KPI Assessment: Analyze complex data sets to assess key performance indicators and utilize statistical analysis tools to inform strategic planning and drive initiatives.
• Performance Optimization: Drive initiatives focused on enhancing the bottom-line performance of the business, including optimizing fees and managing costs
• Risk Management: Identify, escalate, and mitigate potential business risks, including legal, regulatory, and operational challenges, that could impact business continuity.
• Financial Performance Analysis: Assess financial performance, identify productivity initiatives, and oversee their implementation to drive operational efficiencies.
• Representation: Act as a representative of the business in relevant internal and external working groups, advocating for strategic initiatives and best practices.
  
  

Required Qualifications To Be Successful In This Role

• Experience: A minimum of 10 years of experience in Wealth Management and experience as a Director.
• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Technical Proficiency: Extensive knowledge and experience with PowerPoint and Excel, with a focus on data visualization and analytical tools.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision.
• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders.
• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights.
• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process.
• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies.
• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
  
  

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.