Join a Challenger Being a traditional bank just isnt our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity. Our company continues to grow, and today we serve more than 780,000 customers across Canada through Equitable Bank, Canadas Challenger Bank, and have been around for more than 50 years. Equitable Bank''''s whollyowned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $138 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich peoples lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World''''s Best Banks list since 2021. The Work The Senior Director, Value Capture, is the enterprises chief architect and accelerator of synergy realization. This role ensures that the promised value of an acquisition or transformation is not only attainable but fully delivered - through disciplined tracking, strategic challenge, intelligent prioritization, and relentless execution. Acting as the organizations value orchestrator, the Senior Director builds the frameworks, governance, insights, and momentum required for leaders to deliver cost efficiencies, revenue growth, operational enhancements, and strategic upside from major initiatives. This position is highly impactful and visible, positioned at the crossroads of strategy, finance, treasury, risk management, operations, and organizational transformation. Value Strategy & Blueprinting Translate deal rationale and integration ambition into a clear, actionable Value Capture Blueprint that outlines synergy categories, financial targets, timelines, measurement methods, and crossfunctional owners. Pressuretest all assumptions with Finance, Treasury, Risk, Business Leaders, Technology, and Operations to ensure baselines are credible, stretch goals are achievable, and value commitments reflect real business drivers. Establish an enterprise value narrative that senior executives can rally behind clear, compelling, and tied directly to the Banks multiyear growth plan. Value Governance & Accountability Create and lead the Value Capture Governance Model, including cadence, materials, decision forums, and tracking mechanisms. Hold senior workstream leaders accountable to targets through structured reviews, escalation protocols, and transparent reporting. Maintain a single source of truth for synergy performance, including forecasts, variances, risks, and upside opportunities. Acceleration & Problem Solving Identify early warning signs that value may be at risk and intervene decisively: facilitate crossfunctional issuesolving, deploy tiger teams, or redesign plans to restore momentum. Ensure that synergy plans are operationally feasible, technically aligned, and not overly dependent on highrisk assumptions. Develop optimization scenarios, tradeoff analyses, and sensitivity models to support executive decisionmaking. Integration & Interlock Leadership Partner with Technology, Retail Banking, Operations, Risk, Finance, Treasury, HR, and PMO to ensure value delivery is synchronized with integration milestones, cutovers, regulatory timelines, and customer impacts. Serve as the connective tissue between Workstream Leads and the IMO, ensuring that business decisions translate into measurable value outcomes. Anticipate crossfunctional collisions and adjust plans to protect both value and operational stability. Insights, Reporting, and Executive Alignment Produce highimpact executive reporting that surfaces insights, not just metrics including drivers of performance, risks, mitigations, and recommendations. Provide the CEO, CFO, CHRO, CIO, and Business Heads with a consistent and compelling view of value performance. Coach leaders and initiative owners on building robust business cases, measurement methods, and execution discipline. Let''''s Talk About You! Bachelors degree in business, Finance, Engineering, or related field; MBA preferred. 1015+ years of experience in transformation, M&A integration, finance, consulting, or strategy within banking or financial services. Deep knowledge of synergy identification and realization best practices across cost, revenue, product, customer, and operational dimensions. Strong understanding of banking functions (Retail, Technology, Risk, Finance, Treasury, Operations, HR) and how they contribute to value creation. Expertise in building financial models, synergy baselines, sensitivity analyses, and benefit tracking frameworks. Exceptional problemsolving skills with the ability to deconstruct complex performance drivers and identify rootcause issues. Advanced communication and executivepresentation skills; able to translate data into compelling insights and recommendations. Strong leadership presence with the ability to challenge constructively, influence without authority, and drive alignment across senior stakeholders. High learning agility; able to rapidly understand unfamiliar business areas or technical concepts. Highly organized with strong analytical and quantitative capabilities. Proactive, decisive, and resilient; thrives in highstakes, highvisibility environments. What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity/Parental topup while you care for your little one Generous vacation policy and personal days Virtual events to connect with your fellow colleagues Professional development and comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience The incumbent will be working hybrid and in office time will be spent working from Equitable Banks additional office space located at 2200-25 Ontario Street, Toronto, ON . Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. We commit to providing a barrierfree recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position. We cant wait to get to know you! #J-18808-Ljbffr
Job Title
Senior Director, Value Capture