Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Minimum Degree Required (BQ)
Bachelor's Degree
Minimum Year(s) of Experience (BQ)
7 year(s)
Preferred Qualifications
Degree Preferred
Master of Business Administration
Additional Educational Preferences
Coursework in Accounting, Economics or Finance preferred.
Preferred Knowledge/Skills
Demonstrates intimate abilities and/or a proven record of success in the following areas:
- Financial Services products and services (e.g., Retail Banking, Commercial Banking, Capital Markets, Asset Management, Insurance);
- Financial Services industry companies, trends, and practices;
- Large data sets and familiarity with related data analysis tools (e.g., Alteryx, Tableau, Salesforce);
- Business process design, modeling, and automation as well as related tools (e.g., UiPath); and,
- Prior leadership position (e.g., banking, military, regulatory) including leading large programs or teams of individuals.Demonstrates intimate abilities and/or a proven record of successÊin assessing the effectiveness and efficiency of risk and compliance programs, including:
- Implementing leading standards (e.g. COSO, ERM), regulatory requirements and supervisory expectations;
- Defining risk management practices in alignment with organization's strategy;
- Assisting organizations with achieving a competitive advantage by managing risk and compliance in a streamlined manner and creating greater resilience to risk;
- Leading business and/or risk management teams to identify, assess, and actively manage financial and/or non-financial risk;
- Designing sustainable risk management and compliance programs, including governance and oversight, standards and processes, tools and technology, metrics and reporting; and,
- Designing and implementing models for data classification and mapping based on regulatory and business requirements to provide requisite dashboards and reporting.Demonstrates intimate level of abilities and proven success with identifying and addressing client needs:
- Leading client discussions, meetings, and relationships as a trusted advisor;
- Structuring client strategies based on understanding of business needs;
- Communicating a broad range of Firm services;
- Utilizing negotiation and persuasion skills to identify and sell potential new service opportunities;
- Communicating complex messages clearly and concisely in verbal and written form;
- Managing client feedback and navigating ambiguous situations to deliver on client requests;
- Managing engagement economics, billing and collections, and contracts; and,
- Building relationships with internal and client stakeholders.Demonstrates intimate level of abilities and a proven record of success as a team leader:
- Leading large or multiple teams and creating an atmosphere of trust;
- Generating a vision and establishing direction for the team, encouraging a diversity of opinions;
- Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;
- Providing candid, meaningful feedback in a timely manner;
- Keeping leadership informed of progress and issues;
- Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; and,
- Considering cross-cultural differences and fostering a global mindset for the team.
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