09 ago
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Scotiabank
|
Xico
**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 integral 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.
- 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 tea
📌 Senior Manager, Investment Communications (Latin America) (Xico)
🏢 Scotiabank
📍 Xico