CSI has earned its reputation through relevant, real-world training courses and assessments, innovative educational offerings and credentials ranging from securities to mutual funds, from banking and trust to insurance, from portfolio management to financial planning and wealth management. We are committed to building a collaborative culture where people love what they do and feel motivated to use their creative energy to build innovative training solutions for our customers evolving in the global financial industry. Our values as an organization focus on trustworthiness and integrity, attention to our customers, insight, knowledge and responsibility to our customers, regulators, shareholders and employees. Together we can transform the future. We need you to add to our momentum!

Professional Program Development - Banking As a member of the Regulatory Relations and Credentialing team, the Director of Credentials Development - Banking plays an integral role in identifying and analyzing the feasibility of new educational program opportunities in the banking and insurance segments of the financial services industry. Reporting to the Senior Director – Credentials Development and working with external vendors and advisory committees, the Director will manage the development of competency profiles and curriculum for new programs and ensure that existing ones are well- positioned in the market place and meet the ongoing needs of the industry and regulators.

What you will achieve in this role:  Identify and analyze opportunities for new career-based credentialing programs within the banking and insurance industries.  Manage the development of competency profiles to best understand the educational needs of various careers within the banking and insurance segments.  Manage the curriculum development for new programs within the banking and insurance segments.  Work with external vendors and advisory committees to achieve maximum results.  Ensure that existing curricula of CSI programs and courses in the banking and insurance segments meet the needs of industry and regulators.  Develop and maintain examination blueprints to ensure that they accurately test to the competencies of the credential they are designed for  Ensure CSI programs and courses within the banking and insurance segments are well positioned to maximize their market penetration.  In cooperation with Senior Director and Director – Regulatory Relations, ensure that the portfolio of CSI programs and courses for all financial services segments provide a harmonized and coordinated product offering. What you will bring to this role:  University degree in Business, Finance, Education or a related field.  MBA is an asset.  +7 years working within a business unit of a bank with preference to those with experience in commercial/corporate banking and/or advanced retail product development/management. Preference will also be given to those who additionally have had some experience working in the life/health insurance industry.  Strong knowledge of banking industry trends and regulatory environment.  Previous involvement in overseeing, developing or delivering training programs is preferred  Strong relationship management skills to work with internal/external contacts.  Strong project and people management skills. Must be able to function as a leader, individual contributor and collaborator.  Strong understanding of business strategy.  Excellent communication, analytical, and organizational skills.  Must be self motivated, have a high level of initiative, be results-oriented and strive for excellence.  Proficient with Microsoft Office software (Powerpoint, Word, Excel and Outlook)

If this sounds like you or someone you know, contact us. E-mail a resume, with the subject line of “Director, Credentials Development - Banking” to [email protected].

We thank you for your interest. Only those selected for interviews will be contacted.