Leads regional strategy and execution across annual planning, enrollment, family engagement, board governance, compliance, communications, and growth initiatives to support schools and improve outcomes for students and families.
Director, Strategy, Risk and Business Operations
📜 Description
- Lead annual strategic planning, operating plans, growth priorities, forecasting, financial modeling, KPI development, and performance reporting.
- Own first-line risk management across credit, operational, compliance, legal, conduct, and reputational risks; coordinate with corporate risk and control partners.
- Oversee portfolio monitoring, LTV model governance, stress testing, scenario analysis, and risk and capital metrics.
- Prepare executive, Board, committee, and regulatory reporting with clear insights on performance, emerging risks, and mitigation actions.
- Lead business transformation, operational improvement, new product evaluation, and cross-functional initiatives, including opportunities to use AI.
- Lead and develop a team responsible for strategy, risk, analytics, and business operations.
🛠️ Requirements
- Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field.
- 10+ years of progressive experience in strategy, risk management, business management, finance, consulting, or related leadership roles within financial services.
- Ideally has a mix of Consulting and financial industry experience.
- Deep understanding of credit risk, operational risk, compliance risk, governance frameworks, and financial services regulatory environments.
- Experience preparing Executive Committee, Board, and Risk Committee materials.
- Strong financial modeling, forecasting, and business case development experience.
- Experience leading strategic planning and enterprise transformation initiatives.
- Strong analytical skills with the ability to synthesize complex information into clear recommendations and actionable insights.
- Exceptional stakeholder management skills with demonstrated ability to influence senior executives and cross-functional teams.
- Advanced proficiency in data analysis, KPI development, dashboard creation, and performance management.
✨ Benefits
- Competitive discretionary bonus
- RRSP match program
- Medical benefits
- Dental benefits
- Vision benefits
- Life insurance
- Disability benefits
- Employee Share Purchase Plan
Full job description
Join a Challenger
At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity.
We can’t wait to get to know you!
Reporting to the VP, Decumulation, the Director, Strategy, Risk & Business Operations is responsible for leading the strategic planning, business performance and enablement, governance, and risk management functions for the Reverse Mortgage and Insurance Lending business. Acting as the operational and strategic leader to the VP, Decumulation, this role ensures the business maintains a robust risk and control environment while delivering on growth, profitability, and customer objectives.
The Director will oversee enterprise and business-specific risk activities including risk appetite monitoring, credit, operational, compliance, legal, conduct, model, and reputational risks. This leader will act as the primary liaison between the business and corporate Risk, Legal, Compliance, Finance, Audit, Governance and other business related risk functions such as Fraud Management while ensuring the business meets all regulatory, governance, and board reporting obligations.
In addition, the Director will lead annual strategic planning, financial forecasting, business performance management, executive and Board reporting, KPI development, , enterprise initiatives, business enablement programs, and the development of new products and growth opportunities. The role requires a unique combination of strategic leadership, analytical rigor, operational execution, governance expertise, and cross-functional influence.
The Core Responsibilities
Strategic Planning & Business Performance
Risk Management & Governance
Credit Risk, Portfolio Analytics & Model Governance
- Oversee LTV model governance, portfolio monitoring, stress testing, and scenario analysis to support risk management and strategic decision-making.
- Partner with Credit Risk and Finance teams to monitor portfolio performance, concentration risks, and emerging trends.
- Lead development and reporting of portfolio, risk, and capital metrics for executive and Board audiences.
- Key Metrics: Portfolio delinquency and loss performance versus plan, timeliness and accuracy of stress testing and scenario analysis, LTV model governance and validation compliance.
- Lead preparation of Board, Executive Committee, ERMC, and regulatory reporting packages.
- Develop clear, data-driven insights and recommendations supporting strategic and risk-related decision-making.
- Ensure reporting effectively communicates business performance, emerging risks, and mitigation actions.
- Key Metrics: On-time delivery of Board and committee materials, stakeholder satisfaction with reporting quality and insights, number of material reporting errors or revisions.
- Lead cross-functional business transformation and operational improvement initiatives that enhance scale, efficiency, and customer outcomes.
- Establish governance frameworks to prioritize, monitor, and measure strategic project delivery.
- Partner across Technology, Operations, Product, and Finance to remove barriers and accelerate execution. Identify and accelerate opportunities to leverage AI through the risk and all business functions.
- Key Metrics: Benefits realized from business initiatives, project delivery on time and within budget.
- Lead strategic evaluation, business case development, and governance for new products and product enhancements.
- Coordinate cross-functional assessments involving Risk, Finance, Credit, Legal, Compliance, Operations, and Technology.
- Ensure new products meet profitability, customer, risk, and regulatory objectives.
- Key Metrics: New product launches delivered on time, business case outcomes versus forecast, product profitability and adoption rates
- Lead, develop, and coach a high-performing team responsible for strategy, risk, analytics, and business operations.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Build organizational capability in strategic planning, governance, data analytics, and risk management.
- Key Metrics: Employee engagement scores, achievement of team performance objectives.
Executive, Board & Regulatory Reporting
Business Enablement & Transformation
New Product Development & Innovation
People Leadership
Let's Talk About You
- Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field.
- 10+ years of progressive experience in strategy, risk management, business management, finance, consulting, or related leadership roles within financial services.
- Ideally has a mix of Consulting and financial industry experience.
- Deep understanding of credit risk, operational risk, compliance risk, governance frameworks, and financial services regulatory environments.
- Experience preparing Executive Committee, Board, and Risk Committee materials.
- Strong financial modeling, forecasting, and business case development experience.
- Experience leading strategic planning and enterprise transformation initiatives.
- Strong analytical skills with the ability to synthesize complex information into clear recommendations and actionable insights.
- Exceptional stakeholder management skills with demonstrated ability to influence senior executives and cross-functional teams.
- Advanced proficiency in data analysis, KPI development, dashboard creation, and performance management.
- Excellent written, verbal, and presentation communication skills.
Similar jobs
Search more Strategy Manager jobsLeads Sportsbook rewards, loyalty, and customer-experience innovation from concept through launch and scale, building business cases, coordinating cross-functional teams, and measuring commercial impact.
Own end-to-end rate distribution strategy, designing partner programs and rate products while establishing the standards, controls, monitoring, and roadmap that protect rate integrity across channels.
Director - QualityOne Strategy Operations
Partners with the QualityOne CEO and leadership team to turn growth strategy into execution, leading executive reporting, commercial analytics, data governance, and cross-functional launches and initiatives.
Lidera o Transformation Office, conectando estratégia à execução, governando iniciativas e captura de valor, conduzindo fóruns executivos e desenvolvendo uma equipe para acelerar a transformação organizacional.
