SPECIALIST, EXPERTISE MANAGEMENT, ADVISORY SERVICES

Posted 8 Days Ago
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Montréal, QC
Senior level
Fintech • Payments • Financial Services
The Role
The Specialist in Expertise Management oversees the Advisory Services strategy and roadmap, ensuring alignment with business goals by optimizing offerings and coordinating across teams.
Summary Generated by Built In

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

  • In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning, training and development, and much more... 

POSITION OVERVIEW

The Specialist, Expertise Management, Advisory Services translates the vision for the evolution of our Advisory Services areas of expertise into actionable tasks, manages the expertise roadmap, and ensures it aligns with business goals and SME needs, as prioritized by the Advisory Services Leadership Team.

The incumbent integrates and optimizes transversal or innovative offerings, collaborating with the Centres of Expertise (CoEs) and the solutions development team. Expected outcomes include the development of business cases, project plans and execution of these cross-expertise offerings, from initial design to go-to-market.

Furthermore, the individual is actively involved in developing and integrating innovative approaches to delivering BDC Advisory Services. This role necessitates a thorough and comprehensive analysis and understanding of business challenges, market dynamics, advisory services operations, and organisational structure. The incumbent provides expert guidance to various resources and stakeholders, including CoEs, Business Development, Advisory Services support functions, and stakeholders throughout BDC.

Finally, the incumbent mobilizes professionals and stakeholders across areas of expertise to deliver the expected results and provides recommendations to management on the evolution of our product roadmap.

CHALLENGES TO BE MET

  • Contribute to development and deployment of the Advisory Services strategy by supporting the development and maintenance of a clear expertise vision and strategy. 

  • Develop a roadmap that assesses and recommends the renewal, adjustment, launch and/or withdrawal of CoEs. This includes the definition of CoE goals and objectives, a definition of evolution milestones, timelines and KPIs and required resources (human, financial or technological).

  • Communicate the expertise vision, roadmap and rationale for changes to stakeholders, including delivery, business development, operations, marketing, partnerships, and other relevant parties and develop relationships to ensure adoption.

  • Coordinate with cross-functional teams to ensure all Advisory Services offerings are well designed and integrate into Advisory Services’ broader portfolio of expertise.

  • Identify and recommend opportunities for joint expertise development across Centres of Expertise, in close collaboration with Centre of Expertise leadership.

  • Develop a framework for and implement the analysis of Centre of Expertise performance against KPIs, and recommend areas for improvement.

  • Prepare and facilitate presentations and reports at the executive level that allow clear communication with all stakeholders.

  • Serve as the voice of the customer, understanding their needs and translating them into Advisory offering requirements.

  • Stay up-to-date with Advisory Services industry trends and best practices, including emerging topics, delivery models and tools (e.g. AI, virtual delivery models, etc.).

WHAT WE ARE LOOKING FOR

Problem-Solving Skills: Capability to identify and address complex issues related to advisory offering definition, development and delivery, breaking them down into manageable tasks.

Organizational Skills: Ability to efficiently manage multiple tasks and priorities.

Analytical Skills: Capacity to identify trends, analyze data, and make informed decisions.

Communication and Interpersonal Skills: Proficiency in communicating with and mobilizing stakeholders at various levels within and beyond Advisory Services, through both oral and written communication.

Curiosity and Intellectual Agility: Ability to navigate ambiguous and complex requirements, translating abstract ideas into concrete outcomes.

Background and Experience: 10 to 15 years of experience in a professional services firm, including product development and mandate delivery. Familiarity with consulting and/or SME realities is an asset. Bilingualism in oral and written French and English is also an asset.

#INDHP 

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Top Skills

AI
Virtual Delivery Models
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The Company
Montréal, , Quebec
4,498 Employees
On-site Workplace
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs.

Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises.

Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital.

BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net.

Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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