ROLE PURPOSE

The Deputy Chief Executive Officer serves as the principal execution leader of the company and acts as the Chief Executive Officer's primary partner in the management and delivery of the Company's strategic, operational, commercial, and financial objectives.

The role is responsible for overseeing the Company's core revenue-generating businesses, driving organizational performance, ensuring effective execution of strategic initiatives, fostering alignment across business units, and maintaining accountability for the achievement of approved business plans and financial targets.

The Deputy CEO provides day-to-day leadership and coordination across the enterprise, ensuring that strategic priorities approved by the Board and Executive Management are translated into measurable outcomes. The role is specifically intended to create organizational capacity for the CEO to focus on strategic growth initiatives, business development, capital management, enterprise risk oversight, stakeholder engagement, funding activities, acquisitions, and long-term transformation initiatives.

The Deputy CEO will serve as Acting Chief Executive Officer when required and will represent the Company internally and externally as delegated by the CEO.

Key Responsibilities

Enterprise Leadership & Business Performance

• Support the CEO in the overall leadership and management of the company.

• Drive execution of the Company's strategic plan and annual business objectives.

• Ensure alignment between corporate strategy, departmental priorities, and individual performance objectives.

• Lead the execution of initiatives designed to enhance profitability, efficiency, productivity, and shareholder value.

• Foster a culture of accountability, performance excellence, collaboration, innovation, and client-centricity.

• Ensure timely identification and resolution of operational, commercial, and organizational challenges.

• Act as the primary executive responsible for translating strategy into execution.

Commercial Leadership & Revenue Management

Provide executive oversight for the Company's core client-facing and revenue-generating businesses, including:

• Investment Banking

• Sales & Services

• Wealth Management

• Trading & Brokerage

• Treasury & Financial Institutions

Responsibilities include:

• Driving revenue growth and market share expansion.

• Monitoring business performance against approved budgets and targets.

• Identifying opportunities for revenue enhancement and business development.

• Ensuring effective cross-selling and collaboration across business lines.

• Supporting the development and execution of commercial strategies.

• Monitoring client acquisition, retention, and relationship management initiatives.

• Ensuring business units operate efficiently and profitably.

Strategic Execution & Transformation

• Lead enterprise-wide implementation of strategic initiatives approved by the Board and Executive Committee.

• Establish and maintain mechanisms to monitor strategic initiative delivery.

• Ensure strategic projects are delivered on time, within budget, and in accordance with approved objectives.

• Coordinate execution across business units and support functions.

• Identify and escalate barriers to execution and recommend corrective actions.

• Support organizational transformation initiatives and business process improvements.

• Champion a culture of continuous improvement and execution excellence.

Executive Management & Organizational Coordination

• Serve as a key member of the Executive Management Team.

• Coordinate management activities across business lines and support functions.

• Chair executive and management meetings as delegated by the CEO.

• Monitor execution of management action items and strategic priorities.

• Drive accountability across the leadership team.

• Facilitate effective communication and collaboration across departments.

• Ensure alignment of resources with strategic priorities.

Financial Performance & Resource Management

• Partner with the CEO and CFO to achieve approved financial objectives.

• Monitor financial performance across business units.

• Drive disciplined expense management and resource optimization.

• Ensure business units operate within approved budgets.

• Monitor key financial indicators and recommend corrective actions where required.

• Support the preparation and execution of annual business plans and budgets.

• Ensure efficient deployment of financial and operational resources.

Operational Oversight & Service Excellence

Through direct leadership and collaboration with operational stakeholders:

• Promote operational excellence across the organization.

• Maintain oversight of critical operational performance metrics.

• Work closely with the VP Operations and VP Information Technology to ensure effective execution of operational and technology priorities.

• Support service delivery improvements and client experience initiatives.

• Ensure business continuity and operational resilience.

• Identify opportunities to improve efficiency, scalability, and service quality.

• Support implementation of technology-enabled solutions to improve organizational effectiveness.

Risk, Governance & Regulatory Oversight

• Support the CEO in maintaining a strong governance and control environment.

• Ensure effective implementation of Board and Executive Committee decisions.

• Monitor the status of regulatory, audit, compliance, and risk management initiatives.

• Support the remediation of operational, regulatory, and governance issues.

• Promote adherence to internal policies, regulatory requirements, and industry standards.

• Foster a culture of ethical conduct and accountability throughout the organization.

• Ensure significant issues are escalated appropriately and addressed promptly.

Stakeholder Engagement

• Build and maintain productive relationships with in