Senior Manager - Disclosure Transformation & Controls

Job DescriptionWhat is the opportunity?
The Senior Manager of Document and Disclosures Strategy & Control Development leads the design, implementation, and governance of PBI's document management and disclosure control framework. This role ensures compliance, operational efficiency, and risk mitigation across PBI's documentation and regulatory disclosure processes, while driving strategic modernization, client experience enhancement, and organizational harmonization. The Senior Manager balances control rigor with digitization opportunities and client-centric innovation.What will you do?
Strategic Vision & Modernization
Develop a forward-looking document and disclosure strategy that anticipates regulatory evolution, market trends, and technological advancementIdentify and evaluate digitization opportunities to enhance client experience, reduce operational friction, and improve efficiencyLead transformation initiatives that leverage digital tools, automation, and modern platforms to modernize document and disclosure workflowsBalance regulatory compliance requirements with client experience objectivesHarmonization & Standardization
Drive harmonization of document and disclosure practices across PBI business lines (personal banking, payments, savings and investments)Consolidate redundant processes and eliminate inconsistencies in documentation standards and control requirementsCollaborate with the product teams to identify opportunities for process convergence and operational efficiencyControl Development & Implementation
Build and enhance internal control systems for document management and regulatory disclosures across PBI business linesDesign controls that embed client-centric principles and digitization capabilities into core processesEstablish control testing protocols and remediation processes addressing key risks in client interactions, account servicing, and investment transactionsEnsure controls address client protection, suitability documentation, know-your-client (KYC), and anti-money laundering (AML) requirementsClient Experience & Digital Strategy
Champion client-first approaches to document delivery, disclosure formats, and interaction channelsEvaluate digital disclosure solutions (e.G., eSign, digital statements, online account documentation) that improve accessibility and conveniencePartner with digital transformation teams to ensure document strategies align with omnichannel client engagement initiativesAssess opportunities for self-service documentation and streamlined client onboarding through digital toolsRegulatory & Compliance Leadership
Monitor evolving regulatory requirements affecting PBI's document and disclosure practices (e.G., FCAC, CIRO, provincial regulators, privacy and accessibility regulations)Ensure PBI meets all disclosure obligations under applicable securities, banking, and privacy regulationsCollaborate with Compliance, Legal, and Risk teams to interpret and implement regulatory requirementsProactively identify emerging compliance risks and opportunities related to digitization and disclosure modernizationGovernance & Oversight
Lead governance structures within PBI including committees, working groups, and cross-functional teamsProvide executive reporting to PBI leadership on control effectiveness, compliance status, emerging risks, and digitization progressEstablish metrics and KPIs to measure control maturity, client satisfaction, operational efficiency, and digital adoptionMonitor harmonization outcomes and identify opportunities for continuous improvementStakeholder Management
Partner with PBI business units, client-facing teams, digital transformation, legal, compliance, internal audit, and ITCommunicate policy changes, digitization opportunities, and harmonization initiatives to stakeholders across PBISupport organizational change management initiatives within PBI, building engagement around modernization benefitsEngage with technology partners and vendors to evaluate emerging solutions in document management and digital disclosureGeneral:
Supports transformation efforts across PBI's risk operating model.Works with control owners to meet delivery timelines.Assists in driving stakeholders to resolve issues cited by regulators or identified by internal audit.Helps implement updated standards and processes in PBI operating practices.What do you need to succeed?
Must Have:
Minimum of 10 years of relevant experience, including leadership of governance, risk, and compliance transformationUndergraduate degreeExperience developing and scaling large programsStrong program management experienceSuperior written and verbal communication skills for senior audiencesNice to Have :
Deep knowledge of banking risk and complianceAdvanced education in business or lawWhat's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive an
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