Forms Governance Business Lead Analyst, Vice President

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The Vice President – Forms Governance Business Lead Analyst for Wealth business is a senior-level individual contributor and subject matter expert (SME) responsible for leading, designing, and executing the Forms Governance framework across the North America (NAM) and Latin America (LATAM) regions.

In this highly strategic role, you will act as the primary authority on document governance, partnering with senior business leaders, compliance, legal, and technology teams to ensure the integrity, regulatory compliance, and operational efficiency of the Bank’s client-facing and internal document inventories. While this is an individual contributor role (non-people manager), it requires exceptional leadership, influence, and project management capabilities to drive regional standardization, digital transformation, and risk mitigation.

Establish, refine, and oversee the regional Forms Governance framework.

Ensure all client-facing and internal documents comply with: Global policies Local regulatory requirements Corporate branding standards

Global policies

Local regulatory requirements

Corporate branding standards

Direct the end-to-end lifecycle management of the Bank's document inventory across NAM and LATAM.

Implement rigorous periodic review and maintenance processes.

Manage complex, high-priority, and time-sensitive ad hoc document requests.

Serve as a trusted advisor to Business Requestors and Product Owners.

Translate complex business requirements into: Streamlined document solutions Compliant processes Client-centric documentation

Streamlined document solutions

Compliant processes

Client-centric documentation

Partner closely with: Legal Compliance Risk Brand Management

Legal

Compliance

Risk

Brand Management

Facilitate alignment among senior stakeholders across multiple jurisdictions.

Drive standardized regional solutions while balancing local business requirements.

Collaborate with Technology and Product teams to: Enhance document management systems Automate manual processes Advance digital document capabilities

Enhance document management systems

Automate manual processes

Advance digital document capabilities

Proactively identify: Operational bottlenecks System deficiencies Data quality gaps

Operational bottlenecks

System deficiencies

Data quality gaps

Design and implement scalable remediation strategies to improve efficiency and effectiveness.

Lead strategic initiatives focused on: Modernizing the document experience Reducing onboarding friction Accelerating time-to-market Enhancing overall client satisfaction

Modernizing the document experience

Reducing onboarding friction

Accelerating time-to-market

Enhancing overall client satisfaction

Establish and maintain rigorous quality assurance standards.

Oversee controls related to: Form uploads Form updates Distribution management

Form uploads

Form updates

Distribution management

Minimize operational, compliance, and regulatory risks.

Maintain comprehensive: Governance documentation Approval records Audit trails Control evidence

Governance documentation

Approval records

Audit trails

Control evidence

Ensure readiness for internal audits and external regulatory examinations.

Bachelor's degree in: Business Administration Management Information Systems Finance Or a related discipline

Business Administration

Management

Information Systems

Finance

Or a related discipline

Typically 7-10 years of progressive experience in: Forms Governance Operational Risk Business Analysis Process Transformation

Forms Governance

Operational Risk

Business Analysis

Process Transformation

Experience within a global financial institution or highly regulated industry strongly preferred.

Demonstrated success managing initiatives across multiple geographic regions.

Experience with NAM and LATAM regulatory environments is highly desirable.

Deep understanding of: Digital document management platforms Content management lifecycles Forms governance frameworks Regulatory documentation requirements

Digital document management platforms

Content management lifecycles

Forms governance frameworks

Regulatory documentation requirements

Demonstrated ability to: Lead cross-functional teams Challenge the status quo Influence decision-making Drive consensus among senior stakeholders

Lead cross-functional teams

Challenge the status quo

Influence decision-making

Drive consensus among senior stakeholders

High adaptability and resilience in: Ambiguous environments Organizational transformation Evolving regulatory landscapes

Ambiguous environments

Organizational transformation

Evolving regulatory landscapes

Exceptional: Verbal communication Written communication Interpersonal skills

Verbal communication

Written communication

Interpersonal skills

Ability to communicate complex governance concepts to both technical and non-technical audiences.

Strong organizational and time-management capabilities.

Proven ability to: Manage competing priorities Deliver high-stakes initiatives Meet demanding deadlines in fast-paced environments

Manage competing priorities

Deliver high-stakes initiatives

Meet demanding deadlines in fast-paced environments

Strategic mindset

Strong governance discipline

Regulatory awareness

Stakeholder management excellence

Continuous improvement orientation

Technology and digital transformation leadership

Client-centric execution focus

•Working Environment: office setting, minimal travel required. • Effort: minimal physical effort required.

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