Strategic Initiatives Manager

WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.
Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
Customer-Focused. Passionate Advocates
Courage to Act. Do the Right Thing
One Team. One Vision
Think Long-Term. Ever-Evolving
Be Exceptional. Inspire Greatness
POSITION SUMMARY:
The role will lead the discovery of, and drive major business unit initiatives that improve the sales and customer experience as well as represent the sales organization on cross-functional teams assembled to plan and execute strategic projects.
MAJOR ELEMENTS OF THE ROLE
Key accountabilities of this position include:

• Act as a Subject Matter Expert to the organization in determining desired outcomes for initiatives, identify the steps and tasks required to deliver on sales outcomes
• Support the execution of Strategic Initiatives
• Contribute to plans and schedules, reporting and budgets in areas of expertise for cross-functional initiatives
• Act as Product Owner and Subject Matter Expert, driving sales initiatives forward
• Work to remove blockers and resolve initiative issues in areas of expertise
• Interact with Senior Management to clearly understand departmental and initiative priorities
• Interact with front line sales to identify and understand pain points, and design solutions that improve the sales process and customer focus
• Interact with partner departments, Scrum Masters and the PMO to drive initiatives forward
• Work with leadership team as well as front line sales to support training and change management efforts.

SKILLS AND EXPERIENCE REQUIRED
Qualifications and Technical Expertise:

• Bachelor’s Degree in business or a related field of study, or equivalent work experience
• Minimum 5 years progressive experience with sales in a financial institution
• Experience working on cross-functional projects in Agile or traditional frameworks considered a strong asset
• Experience with formalizing requests with proper due diligence around value and benefit with KPI monitoring post implementation

Attributes:

• Ability to analyze situations fully and accurately and reach productive decisions
• Strong communication and presentation skills with proven ability to focus on the detail
• Ability to establish collaborative relationships with multiple key stakeholders
• Ability to work within an ambiguous and matrixed environment
• Demonstrated planning and prioritization abilities
• Change management experience an asset
• Ability to effectively manage multiple activities while under tight time constraints
• Ability to work independently but know when to make decisions and when to seek input from others

Working Conditions Unique to Job:

• Hybrid office environment

WHY WORK AT HOMEEQUITY BANK?
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
A Dynamic Culture – With People at the Centre
We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.
Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.
Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.
From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.
The Perks
HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits
• Employee & Family Assistance Program
• Employer-Matched Group Retirement Savings Plan
• Employee Share Investment Plan
• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
• Employee corporate discount for GoodLife Fitness

Stay in the Know
Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:
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