Job Purpose Summary

The primary purpose of this role is to serve as the Governance Lead for professional wealth credentials and the Administrative Pillar for the Wealth Academy.

Wealth Licensing: This position acts as the dedicated Maker for specialized professional certifications, specifically BANCA, ERP and CFP, while providing robust Compliance Verification across all core wealth products (FIMM, Banca, ERP, CFP) within RWM and Business Channels. This role ensures that all licensing details and training records are recorded properly in Workday.

Wealth Academy: By managing the end-to-end administrative life cycle of training—facilitating requirements before, during, and after sessions. The role provides the audit-ready data foundation required to scale the Academy’s capability‑building initiatives.

Key Responsibilities And Accountabilities

Functional (job responsibilities)

• Professional Certification Management (Maker): ...