Experienced leader overseeing corporate development and strategic initiatives within Individual Wealth. Managing capital budget, M&A activity, and leading deal teams for Canada Life.
Responsibilities
Lead and organize the deal team under a unified structure
Lead the financial management of the IW capital budget for book acquisition and recruiting, including valuation, due diligence and other performance tracking
Lead development of analytics to assess deal performance on an ongoing basis and identify insights to improve deal selection and pricing
Lead development of intelligence on competitor book acquisition and recruiting programs
Lead financial assessment of M&A opportunities any other initiatives requiring significant capital deployment (e.g., investments, partnerships, vendor relationships)
Manage governance process for transactions including executive and TRC approvals and development of the annual IW capital plan
Support the implementation of new offerings and programs related to book acquisition and recruiting
Support pipeline management and tracking
Provide business support to Legal team on agreements related to book acquisition, recruiting and M&A
Support assessment, analytics and development of recommendations related to IW strategic priorities
Support development of executive or Board updates on IW strategic priorities or other EVP initiatives
Lead a team of managers and analysts (~ 10-15 FTE)
Drive the identification and implementation of opportunities to enhance, automate and streamline processes
Collaborate with internal and external stakeholders, including recruiting, legal and finance teams and other SVPs within IW
Support talent acquisition and onboarding
Requirements
7+ years of management consulting, corporate strategy, investment banking or similar experience
Undergraduate degree in Finance, Economics, Business, or Law preferred
MBA or equivalent preferred
Strong business acumen and analytical skills
Excellent communication and leadership abilities
Strong ability to impact & influence senior leaders
Deep understanding of Wealth, Distribution, Wholesale, and/or Sales businesses
Demonstrated experience working in a large, complex matrixed corporate environment
Proficiency in Microsoft PowerPoint and Excel
Experience with advanced analytics tools (e.g., Python, R) an asset
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Job title
Assistant Vice President – Corporate Development, Strategic Initiatives
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