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Manager Project

Toronto, Ontario, Canada
February 13, 2019

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Philip Zanotti, BA (Hons)

******* King Street West Toronto, Ontario M6K 3M9 Cell: 416-***-**** Email:

An experienced Engagement/Relationship manager with Business Operations, Consultant, Product Management, Project Delivery/Implementation and Client Services expertise in the Financial Services (Wealth Management, Capital Markets, Life and Health Insurance, Defined Benefit Pensions, Third Party/In house Investment Funds, ETFs) sector working with such organizations as BMO Nesbitt Burns, CIBC Wood Gundy, TD Wealth, Invesco, Capgemini (IGATE) and HOOPP.

Supports end to end project delivery and relationship management to ensure success with client implementation and on-boarding while adhering to project management methodology and practices.

Provides project sponsor updates and financial metrics for Senior management and executive sponsors to ensure transparency and accountability.

Change Leader and Relationship Builder: motivates, coaches and guides to achieve a high level of efficiency while encouraging career and personal development.

Core business competencies include:

Client Relationship Management

Project Management - Agile

Wealth Management/Bank Brokerage/Capital Markets

Life and Health Bank Insurance

People/Resource Management

Trustee Administration/Agency Agreements

Registered Products

Pensions (Defined Benefits, Defined Contributions)

Product Ownership

Charitable Giving Foundation

Six Sigma Green Belt

Project Implementation & Service Delivery

Client on-boarding

Client Experience Management

Business Transformation/Change Management

Vendor Management

Back Office Operations

Compliance reporting

Regulatory Changes (AML and KYC)

Industry related applications:

FundSERV Broadridge ISM Content Manager EIS iFAST Pega Ticketing workflow case360 OpenText Ingenium Salesforce Lightning Insight Service Portal (Morneau Shepell)


HOOPP (Healthcare of Ontario Pension Plan), Toronto

MANAGER, Plan Member Services 2016 –2018

Reporting to the Senior Director, responsible for contact centre team of 15 pension plan specialists administering pension plans for Ontario’s Healthcare sector.

Piloted new policies and procedures for employer and member services with select employers and team members.

Worked with on site vendor to implement new Workflow Case Management System).

Trained and managed staff on new policies and procedures as per Plan text rules including Plan improvements.

Capgemini Canada (acquired IGATE Technologies), Mississauga

SENIOR MANAGER, Client Operations & Project Delivery 2014 –2016

Responsible for change implementation of up to $10 million Workflow project for RBC Insurance using Software as a Service (SaaS) using SDLC methodology in an agile environment.

Created and maintained all project artifacts and deliverables per client requirements.

Reporting to the National Director, managed a team of 30 staff responsible for workflow administration and implemented new procedures for contact centre specialists, new business and client on-boarding.

Trained and mobilized on-shore and off-shore teams on new processes and procedures – including an early transformation from “iterative” to AGILE.

Worked side by side with client to ensure readiness for a digital workflow transformation and business operations transition.

Burns & Wilcox Canada, (Division start-up in Toronto)


Reporting to the Canadian National Director, managed the daily operations for this growing Insurance MGA/wholesale insurance firm.

Led project initiatives such as CASL, FATCA, system enhancements and cross border procedures.

Established standards, procedures and implemented organizational policies for head office/regional branches

Identified and recommended process improvements and implemented changes with Corporate US-HQ.

Worked closely with administration teams to ensure standard operating procedures were adhered to.

Invesco Canada Ltd., Toronto 2012- 2013

SENIOR PROJECT MANAGER – Business PMO (Aug 2012 – Nov 2013)

Reporting to the Sr. Manager, liaised between key internal business partners and external vendors (primarily Bloomberg), to facilitate the creation of Bloomberg ticker symbols on all 460 investment fund products as required by the US-based Portfolio Management team.

End to end accountability for successful completion of corporate business initiatives as approved by Executive sponsors.

Created a product data governance framework for all third-party data providers. Main point of contact for third party vendors.

Managed issues tracking and reporting for all assigned projects.

Guidance on client reporting requirements for all product launches.

SENIOR PRODUCT BRAND MANAGER – Client Marketing (Jan 2012 – July 2012) mat leave contract

Reporting to the Senior Product Brand Manager, steered product development, marketing and sales teams through a rebrand of the Trimark Investments (AIM to Trimark) partnering with e-Services and other SMEs.

Key influencer during the preparation of the 2013 business plan for Trimark Investments.

TD Waterhouse Canada Inc., Toronto 2008 – 2011

MANAGER – New Accounts Client Account Management (2009 – 2011)

Reporting to the AVP, Operations of TD Wealth Management was handpicked as the Interim Senior Manager to direct 2 account management departments at multiple locations due to displaying exemplary leadership, coaching and guidance of a 90-person team.

Navigated through numerous hurdles to devise and implement new procedures to ensure AML compliance for the validation of corporate entities across all lines of business at TD Wealth Management.

Stabilized staff morale experiencing constant change in a high pressure, high volume environment processing over 2,000 new accounts per day.

MANAGER – Product Support Fee-Based Solutions & Wealth Management (2008 – 2009)

Reporting to the AVP, Wealth Management Operations awarded the prestigious TD STAR Award in 2009 for leading the realignment and streamlining of the operations procedures for fee-based accounts.

Directed a dedicated team to build an automated account opening process based on an existing macro tool, eliminating manual processing, and decreasing error rate by 90%.

Selected to chair a 12-person working group with representation from product management, operations and sales mandated to address and resolve operational issues with fee-based accounts.

Responsible for tax reporting for Fee Based platform using MVEST and MPOWER applications.

CIBC World Markets/Capital Markets, Toronto 2006 – 2008

SENIOR MANAGER – Third Party Mutual Funds & Insurance

Reporting to the Senior Director devised and piloted radical changes to the mutual fund trade correction request process convincing multiple stakeholders across the business of the need to boost efficiency while utilizing latest technology in an automated email template.

Planned and tested with FundSERV, mutual fund trading vendor FIS and internal operations to upgrade the mutual fund trading vendor application to comply with FundSERV mandatory standards.

Responsible for quality verification of all tax reporting issued by third party fund managers (T3s, T5008, RLs)

BMO Nesbitt Burns Inc./BMO Capital Markets, Toronto 1999 – 2006

Held the following 2 progressively responsible positions:

MANAGER – Mutual Funds & Guaranteed Products (2004 – 2006)

Reporting to the Vice-President, Product Operations, promoted to lead a 30-person team during sweeping process changes to automate the Ontario Savings Bonds order entry process.

Partnered with IT to gain requirements and collaboratively build an automated solution, resulting in an error free process the following year while addressing audit concerns.

Oversight and managed project scope for tax reporting for in-house products and third-party funds including submissions to CRA and provincial regulators in a capital markets environment.

Nominated by industry peers as Chair of the Mutual Funds Sub-Committee - Financial Administrators Section for IIROC, 2005 - 2008.

BUSINESS ANALYST TEAM LEADER – Mutual Fund Operations (1999 – 2003)

Prior to 1999

Trimark Investment Management Inc., Toronto

Held the following 3 progressively responsible positions:

MARKETING ANALYST, PROJECT ANALYST – New Product Development, Investor Dealer Services


Certified Agile Scrum Product Owner (CSPO) 2018

Certified Agile Scrum Master (CSM) 2018

Salesforce Admin Essentials (Lightning) 2018

LLQP & IFIC (In Progress) 2018

Project Management Training University of Toronto PMI PMP Prep course, Toronto(exam to be completed in 2019) 2016

Post-Graduate Certificate: Marketing & Public Relations Ryerson University, Toronto 1998

University of Western Ontario, London, Ontario 1994

Honours Bachelor of Arts – Political Science & Administrative Studies


Event Venue Management Invictus Games Toronto 2017

Event Ambassador, Toronto 2015 Pan Am / Parapan American Games 2013-2015

Out of the Cold Program Downtown Toronto 2013-current

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