Senior Manager, Customer Preference Management Regulatory Program​ (9 Month Temporary Position)

Requisition ID: 219410

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The subject matter expert on regulatory, industry and omni-channel platform requirements across the Canadian marketing landscape. Contributes to the overall success of the Customer Preference Management Regulatory Program office in Canada ensuring individual goals, plans and initiatives are successfully executed / delivered in support of business strategies and objectives. Ensures all activities conducted comply with governing regulations, internal policies, and procedures.

Accountabilities

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Consult and assess requests for Canada's Anti-Spam Legislation (CASL) from Canadian Retail Bank and Tangerine. Provide direction that aligns to the legislation and Scotiabank Customer Preference Management (CPM) including CASL Policy. Consults with additional resources (i.e., Legal, Privacy, Compliance, etc.) as necessary. Summarize and document all direction provided to ensure documentation is retained for future reference and as may be required by the regulator(s).
• Own and maintain (updated bi-annually) the Canadian Bank "Notice to Produce" Playbook. As required, provide guidance and CASL expertise if a Notice to Produce served against Scotiabank.
• Lead and support the CPM tool and related projects.
• Lead the development and delivery of resource material about the legislation and the Bank's CASL Policy including how it is adhered to in Scotiabank for various groups. This would include Marketing, Business Lines, Branch, Contact Centre, and related businesses. (i.e., CASL Reference Guide, Social Media Guidelines for CASL, CASL Standard Email Footer, Guidelines for CEMs, Job Aids and Manuals, etc.)
• Own and manage promotional email archive hosted by Global Relay. Respond to queries, ensure all promotional emails are submitted to archive.
• In addition, the role also requires a thorough knowledge of the Unsolicited Telemarketing Rules, and how they apply to both the Internal Do Not Call List as well as the National Do Not Call List.
• Lead CASL training with Global Learning & Development. Be the subject matter expert for CASL annual online training for Canadian Bank. Act as a resource for Wealth and GBM partners with their CASL training.
• Support GBM, Wealth and Commercial Banking through CASL requests, if/when required.
• Responsible for the administration and update of the: CASL site (SharePoint) for Records Management. Submit CASL Program Office authored documents to Archives and Information Management on a quarterly basis.

• Optimize the capture of CASL consent in existing and new digital space. Ensure updates to CASL consent are implemented accurately across all channels.
• Stay up to date and current with legislative updates and changes as they relate to CASL and to the CRTC's Unsolicited Telemarketing Rules.
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively 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.
• Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

• The Sr. Manager works closely and extensively with Legal, Privacy and Compliance while providing guidance to Business Lines and Marketing in Canadian Banking. The role is also engaged by Tangerine Bank, and Scotiabank entities including Wealth Management, Commercial Banking and any other groups seeking guidance and input to their email initiatives to ensure CASL Compliance.
• The role is critical to ensuring that CPM/CASL is considered and applied when a business unit uses email to promote products, services, or individuals.
• The Sr. Manager must balance the needs of the business while ensuring adherence to CASL.
• The Sr. Manager must be comfortable working independently and with a low level of direction.

Education / Experience / Other Information

• 5+ years of FI or Marketing experience is requested.
• A degree in Marketing is an asset.
• Direct or database marketing experience is strongly recommended.
• Experience in managing CASL compliance in a financial institution is an asset.
• Knowledge of marketing and technical processes that support email deployment is a strong asset.
• A solid understanding of Canada's Anti-Spam Legislation is required.
• High level of experience with data, Excel spreadsheets and marketing tracking reports is also a requirement.

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence. The role also has the flexibility to work from home as required.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.