Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
About the role
- Head of Digital Governance in Finance at Morgan Stanley, overseeing digital risk management and compliance. Collaborating with senior leaders to ensure governance for AI and digital tools.
Responsibilities
- Establish Governance & Control Frameworks > Develop and own Finance's governance strategy for digital and GenAI initiatives, ensuring alignment with Firm policies, Technology standards, and Compliance expectations.
- Ensure Responsible Development & Deployment > Partner with the Finance Digital Tooling Lead to ensure new GenAI and digital tools are designed with appropriate safeguards, data handling protocols, and usage boundaries from day one.
- Drive Risk Management & Monitoring > Implement a monitoring and assurance framework to ensure ongoing compliance with policies.
- Lead Policy Interpretation & User Guidance > Translate Firm digital, AI, and information security policies into Finance-specific guidance, and operating procedures.
- Manage Stakeholder Engagement & Cross Functional Alignment > Engage with senior leaders across Finance, Technology, and Legal & Compliance.
Requirements
- 7+ years of relevant work experience in operational risk, information security, digital governance, or technology risk - ideally within financial services.
- Strong understanding of AI/GenAI technologies, digital platforms.
- Deep knowledge of policies relating to data usage, information security.
- Exceptional ability to summarize complex policies and risks for senior audiences.
- Strong communication, relationship management, and influencing skills.
- Ability to operate in a fast paced environment, managing multiple priorities.
- High level of integrity, sound judgment, and strategic thinking.
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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