Senior Manager, Investment Communications

ID de la solicitud:

Al ser un negocio fundamental para Scotia Wealth Management, ScotiaMcLeod hace honor a su reputación de integridad, la cual se basa en la excelencia en el servicio y la confiabilidad de su asesoría. Nuestros asesores y equipos se enorgullecen de ofrecer enfoques innovadores para proteger los activos de los clientes y hacer crecer su patrimonio.

Al unirte a ScotiaMcLeod podrás ofrecer al los clientes nuestra Perspectiva Integral, un enfoque único que incorpora sus ideas y las nuestras y así lograr excelentes resultados. Trabajarás con un equipo de especialistas centrados en ofrecer un enfoque de la gestión patrimonial basada en el cliente, el cual te permitirá considerar todas las facetas de su vida, su familia y su empresa. Gracias a este enfoque centrado en la planificación patrimonial integral y al equipo de especialistas que te ayudará a ofrecer esta propuesta de valor única, tus clientes tendrán la oportunidad de apreciar tanto el panorama general como todos los detalles.

Purpose

Senior Manager, Investment Communications (Latin America, based in Mexico City) is responsible for contributing to the design and driving the implementation of the GWM investment communications strategy across GWM Latin American markets. The role requires deep expertise in investment content, exceptional communication skills, and the ability to manage platforms, processes, and stakeholder relationship across multiple countries. The Senior Manager will lead the implementation and adoption of the global thought-leadership collaboration platform for regional communications, drive alignment of messaging across markets, and provide strategic support to ensure investment communications are effective, scalable, and locally relevant.

Accountabilities

• Ensure regional communications are consistent, high quality and align with global investment communication strategy and overall standards. Work closely with Global Knowledge Centers and other key partners within the organization to drive thought leadership. Balance global consistency with local customization needs for clients across GWM Latin American markets.
• Oversee the creation, translation, adaptation, and distribution of investment insights. Support the build-out of communication frameworks and templates that streamline production across multiple markets. Contribute to creative content creation, including white papers and support of the investment solutions.
• Lead the regional rollout, governance and optimization of the global thought leadership/collaboration platform ensuring efficient workflows and adoption by local teams. Drive continuous improvements in content delivery, distribution, and engagement tracking.
• Partner with compliance and other teams as necessary to ensure processes meet regulatory requirements. Act as the primary contact for all compliance matters related to advertising, sales literature, and correspondence as it relates to the investment-communications related matters across the GWM Latin American markets.
• Serve as the primary liaison between Global Investment Communications and regional team/business leaders as required. Build strong relationships across the organization to anticipate communication needs and opportunities. Act as a trusted advisor in helping shape communication strategies that support advisor engagement and client impact.
• Establish KPIs to measure effectiveness of regional communications, advisor adoption, and content engagement. Provide regular reporting and insights to inform continuous improvement. Monitor competitor practices and market trends to ensure communications remain best-in-class.
• Foster a customer-focused culture and leverages broader Bank relationships, systems, and knowledge.
• Ensure that all investment-related communications are in accordance with regulatory requirements, best practices as defined by the Investment Communications team, and internal policies and procedures, including Scotia Wealth Management marketing guidelines. Ensure the adequacy of the internal compliance processes and procedures at all times.
• Work with compliance to provide approvals as necessary, document the evidence of supervision, and maintain the records of all approved materials. Escalates to Compliance, Marketing, or other relevant subject matter experts as required.
• Liaise with Global Investment Solutions team, global and local Compliance, Legal, Marketing, and other stakeholders on investment communications matters.
• Contribute to the development, maintenance, and update of the best practices and policies related to investment communications, including the oversight, reviews, and updates of all relevant disclaimers and disclosures as well as processes from idea generation to distribution. Remain current on investment/wealth management regulatory frameworks and implement enhancements to internal processes as necessary.
• Communicate emerging issues or problems to applicable stakeholders and identify timely solutions, where applicable. Actively solicit input from colleagues and other internal groups to develop and implement or improve communication programs and sales tools.
• As a member of the Investment Communications team, execute on the development of communications and marketing materials for the suite of internal investment programs and solutions.
• Contribute to the effective functioning of the GIS team and Investment Communications teams by proactively sharing best practices, building effective working relationships, maintaining a high level of customer service, and encouraging the generation of new ideas and approaches.
• Adhere to or implement measurement and control processes to manage business risk and ensure the most efficient and effective use of resources to support the business.
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

We offer:

Base salary

Grocery vouchers

Direct hiring with the Institution

Benefits above those required by law

Year-end bonus (30 days)

20 vacation days per year

Major Medical Expenses Insurance

Life insurance

Experience

• 5+ years of relevant experience in the investment/wealth management industry, preferably in a high-net-worth environment
• Proven ability to successfully lead the execution of complex projects
• Bilingual (Spanish & English)
• Ability to provide strong support to multiple and diverse groups
• Excellent interpersonal and relationship-building skills – experience working with wealth advisors is considered an asset
• Strong project management skills, ability to work independently, manage a very high level of volume, and meet tight deadlines
• Proficient in Excel, PowerPoint, Word, and Adobe Creative Suite

• Exceptional written skills

• Make sure you have at least one year in your current position.

• Verify that you meet the essential requirements.
• Talk to your current supervisor and let them know about your application.
• Remember that you can only apply for one position at a time.

To participate in Scotiabank's internal job postings, you must ensure that your Talent Profile is 100% up to date.

Scotiabank is an inclusive company that respects diversity and does not engage in any form of discrimination.

Under no circumstances does it request pregnancy or HIV tests.

At Scotiabank, we value the unique skills and experiences that each person brings to the bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. All employees must comply with the bank's policies, standards, codes, and guidelines related to non-discrimination and workplace accommodations.

"If you require any type of accessibility accommodation during the process, please inform our Talent Acquisition team."

Scotiabank is an inclusive company that respects diversity and does not engage in any form of discrimination.

Under no circumstances does it request pregnancy or HIV tests.

We appreciate your interest. However, only candidates selected for an interview will be contacted.

Ubicación(s): México : Ciudad de México : Miguel Hidalgo

Scotiabank es un banco líder en las Américas. Inspirándonos en nuestro propósito corporativo, "por nuestro futuro", ayudamos a nuestros clientes, sus familias y sus comunidades a lograr el éxito a través de una completa gama de asesoría, productos y servicios en los sectores de banca personal y comercial, gestión patrimonial, banca privada, corporativa y de inversión, y mercados de capital.

En Scotiabank, valoramos las habilidades y experiencias únicas que cada persona aporta al Banco y nos hemos comprometido a crear y mantener un entorno inclusivo y accesible para todos. Si necesitas algún tipo de adaptación (como, por ejemplo, un lugar accesible para la entrevista, documentos en formato alternativo, un intérprete en lengua de señas o tecnología de asistencia, entre otras cosas) durante el proceso de reclutamiento y selección, indícalo a nuestro equipo de Reclutamiento. Si necesitas apoyo técnico, haz clic aquí. Los candidatos deben postularse directamente en línea si desean ser tomados en cuenta para este puesto. Agradecemos a todos los candidatos por su interés en esta oportunidad profesional en Scotiabank, pero solo nos comunicaremos con aquellos que hayan sido seleccionados para una entrevista.