Vice President

• Serve as General Manager of the Acute & Payer business unit with full P&L accountability, setting the strategic vision and market expansion plan across Health System, Health Plan, and Convener markets as part of the senior leadership team
• Own P&L performance and manage the business against EBITDA margin targets, balancing continued investment in growth with disciplined cost management while scaling beyond $100M in annual revenue
• Drive the strategy and commercialization of AI-powered products across the Acute & Payer portfolio, partnering closely with Product and Engineering to bring new capabilities to market with effective packaging, pricing, and go-to-market plans
• Champion innovation and deepen integration and cross-sell across the combined portfolio, incorporating the voice of the customer into strategy and identifying strategic partnerships and M&A opportunities to expand capabilities
• Own the end-to-end customer experience across the Acute & Payer business, strengthening engagement, retention, and long-term value while ensuring customer needs inform the product roadmap
• Build and lead a high-performing organization, establishing scalable operating processes, fostering a strong performance culture, and developing future leaders through succession planning and talent development

Senior Vice President – General Manager, Acute & Payer

• Play a key role in shaping and executing the company’s growth strategy
• Work closely with senior leadership, finance, strategy, legal, and external advisors
• Evaluate opportunities, lead transaction execution, and support post-transaction integration efforts
• Conduct comprehensive assessment, analysis, and valuation

AVP, Corporate Development

• Leading the project management, business analysis, and change management communities across the Transformation function
• Developing workforce strategies that ensure delivery teams have the capacity and capabilities required to support the enterprise change portfolio
• Overseeing resource planning, deployment, and utilization across a diverse portfolio of transformation initiatives
• Building and maintaining a high-performing, scalable workforce through effective recruitment, talent management, and succession planning
• Establishing career pathways, capability development programs, and communities of practice that strengthen change delivery capabilities
• Managing relationships with consulting partners, contingent workforce providers, and other external delivery suppliers
• Driving consistency in delivery standards, methodologies, tools, and professional practices across the Change Practice
• Partnering with Finance, HR, Procurement, Technology, and business leaders to align workforce strategies with organizational priorities
• Providing leadership and insights on workforce performance, capability needs, and resource planning decisions
• Continuously improving workforce management practices, operational effectiveness, and employee experience across the Change Practice
• Continuously improving the ways we capture, interpret, and communicate change performance across the enterprise.

AVP – Change Practice

• Define and own the Senior Living segment strategy, including distinct go-to-market approaches for diversified operators and pure-play Senior Living organizations.
• Serve as the primary executive sponsor and relationship owner for key Senior Living customers and prospects, spending substantial time in market to deepen industry credibility and customer trust.
• Represent PointClickCare at senior industry forums, conferences, and customer advisory boards, shaping market perception and competitive positioning.
• Collaborate with the CRO and the broader executive team on annual planning, resource allocation, and investment priorities for the Senior Living vertical.
• Own the P&L for the Senior Living business unit, including revenue, gross margin, and operating expense accountability across all SL market segments.
• Drive net new ARR growth, net revenue retention, and expansion revenue targets, maintaining rigorous pipeline discipline and forecast accuracy.
• Develop and execute segment-specific investment theses, ensuring resource allocation reflects the distinct dynamics of independent living, assisted living, memory care, and continuing care retirement communities.
• Identify and pursue inorganic growth opportunities, including partnerships and adjacent market expansion, in coordination with Strategy, Partnerships, and Corporate Development.
• Drive the full go-to-market motion for all Senior Living Products across all segments.
• Hold direct line management responsibility for all customer-facing functions within the Senior Living vertical, including Sales, Customer Success, Professional Services, and Support leadership.
• Recruit, develop, and retain top talent, building a high-performance team capable of executing against aggressive growth targets while delivering an outstanding customer experience.
• Operate, manage, and lead a cross functional team of direct reports and matrixed resources to achieve jointly established business objectives.
• Establish clear performance standards, accountability frameworks, and career development pathways across the customer-facing organization.
• Ensure appropriate staffing levels and skills to support current and planned Senior Living investments, proactively identifying and closing talent gaps.
• Exercise matrixed leadership over Marketing, Product Management, and Engineering resources aligned to the Senior Living vertical, aligning roadmaps and campaigns to segment priorities.

Senior Vice President, General Manager – Senior Living

• Lead underwriting oversight of a portfolio of delegated and non-delegated authority programs, with a strong emphasis on property and property-led programs
• Conduct holistic program reviews, including profitability, rate adequacy, CAT exposure, and long-term sustainability
• Drive portfolio segmentation strategies, identifying growth opportunities within specialized property niches (e.g., emerging industries, complex risk segments)
• Contribute to the creation, launch, and scaling of new programs, including development of underwriting guidelines and product wordings
• Underwrite and guide complex commercial property risks, including large and non-standard exposures
• Apply deep understanding of property coverage, wordings, CAT modelling, and facultative reinsurance structures
• Support program partners in risk selection, pricing strategy, and coverage structuring to ensure alignment with Liberty’s appetite
• Provide technical leadership on large accounts, high-value assets, and specialized property exposures
• Build and manage strong relationships with MGAs, brokers, and capacity partners
• Act as a trusted advisor, influencing underwriting practices and program strategies
• Collaborate on market expansion opportunities, including new distribution channels and niche sectors
• Ensure consistent service delivery and alignment of underwriting standards across delegated authorities
• Lead the review and governance of MGA and delegated underwriting authority agreements, ensuring compliance and alignment with risk appetite
• Oversee and enhance program audit protocols, including underwriting quality, claims trends, and financial performance
• Monitor portfolio performance using data-driven insights, actuarial inputs, and claims analysis
• Identify emerging trends and proactively implement corrective actions and underwriting adjustments
• Contribute to the national Programs strategy, with a focus on property-led growth segments
• Identify opportunities to expand into specialized industries (e.g., cannabis, manufacturing, niche property sectors)
• Champion innovation in program design, underwriting processes, and market positioning
• Support development of standardized frameworks, playbooks, and scalable underwriting models
• Partner closely with Actuarial, Risk Services, Claims, Reinsurance, and Legal to drive profitability

Assistant Vice President, Executive Underwriter – Programs, Property Expertise

• Define and execute the vision, roadmap, and operating model for Operational Learning, Quality, and Knowledge Management aligned to Operations priorities.
• Lead a large, geographically distributed, multi‑disciplinary organization supporting Canada‑based and global delivery Operations.
• Act as a strategic business partner and trusted advisor to Operations leaders, diagnosing performance gaps, co-creating solutions and enabling timely, practical interventions.
• Design and evolve an end‑to‑end Operations learning ecosystem spanning onboarding, role readiness, continuous upskilling, and performance reinforcement.
• Operate and evolve a modern, risk‑based quality and performance insight model supported by AI‑enabled tools (e.g., Amazon Connect / Contact Lens).

Assistant Vice President – Operational Learning & Performance

• Préparer des rapports techniques sur la planification fiscale et successorale
• Collaborer avec les équipes de développement des affaires pour des propositions personnalisées
• Communiquer avec les conseillers professionnels pour discuter des questions et recommandations

Vice-President, Professional Services

• Identify, assess and execute implementation of strategies to optimize financial performance
• Manage and advise on various deep dives in collaboration with business areas to analyze profitability
• Collaborate with internal and external partners to identify and execute value-enhancing opportunities
• Conduct financial analysis and due diligence on acquisition and disposition opportunities

AVP, In-Force Management and Business Optimization

• Deliver a global Contact Center enablement strategy that aligns learning, quality, risk, and consulting to enterprise and segment priorities.
• Partner with Contact Center Operations and Segment leaders to enable customer experience, growth, cost, and transformation outcomes.
• Anticipate and respond to external and internal trends (AI, automation, regulatory change, and evolving customer expectations) and translate them into enablement priorities.
• Lead Global Contact Center Learning to build consistent capabilities across roles, geographies, and business lines, modernizing delivery through digital, coaching, and AI-enabled performance support.
• Own the Global Contact Center Risk, Quality & Assurance framework, including standards, monitoring, insights, and continuous improvement.
• Partner with Risk and Compliance to ensure regulatory, conduct, and operational risk expectations are embedded in learning and operating practices.
• Use quality, risk, and customer insights to inform learning priorities, operational improvements, and strategic decision-making; define KPIs to measure enablement impact.
• Lead a team of business consultants and a globally distributed enablement organization to deliver data-grounded recommendations, remove barriers, accelerate execution, and sustain change across technology and operations initiatives.

AVP, Global Contact Centre Enablement

• Achieve aggressive sales targets and annual production goals
• Identify and pursue new relationships within the Financial Advisor network
• Provide new insights to advisors to help them develop business
• Give advisor and investor seminars
• Work with the internal wholesaler and territory coordinator to develop new sales
• Develop effective and professional working relationships with Manulife field partners
• Maintain agreed upon levels of virtual and face to face contact with Advisors
• Record daily activities using the current contact management system
• Develop and share ongoing best practices, sales, marketing, and business development ideas and strategies

District Vice President

• Lead the transition to a next-generation commerce and enterprise platform.
• Define the target architecture: clear, API-first, and modular.
• Deliver in phases: deploy the new platform incrementally.
• Grow your team: develop and mentor experienced colleagues.
• Be the platform partner for the business: provide teams with self-service foundations.
• Make AI a real lever: integrate AI into how your team designs and operates the platform.

VP, Digital Commerce

• Lead the pricing of Individual Life Term & Health product portfolio
• Analyze financial and pricing impact of product features and benefits
• Ensure compliance with Product Design and Pricing Operating Guideline
• Review profitability of products and influence financial levers
• Partner with key business partners to ensure product positioning
• Develop and maintain robust risk management processes

AVP, Health & Term Pricing

• Own and oversee a portfolio of high-severity contract and commercial surety claims, typically $10M+ CAD exposure.
• Drive end-to-end claims’ strategy — from initial assessment through resolution, balancing client outcomes with financial performance and organizational risk.
• Lead critical decision-making on defaults, directing mitigation, resolution, and recovery strategies with a focus on long-term business impact.
• Ensure the consistent implementation of Corporate, SBU, and Global Surety policies and procedures, fostering a culture of compliance and accountability across the claims function.
• Serve as a market-facing thought leader, delivering executive presentations and industry-facing sessions on surety law and claims issues – while monitoring and interpreting legal developments that may impact the surety landscape.
• Provide Surety Canadian market insight to inform and shape broader global strategy and governance.
• Drive enterprise-level influence through strong executive presence, credibility, and cross-functional engagement.
• Provide strategic leadership to a multidisciplinary claims team spanning legal, technical, and operational functions.
• Build, develop, and mentor top talent while fostering a high-performance, accountable culture aligned with organizational values.
• Set regional objectives, manage budgets, and drive continuous improvement across the claims function.
• Operate as a senior decision-maker, applying rigorous judgment across legal, contractual, and financial risk on complex, high-exposure claims.
• Direct the team in establishing and maintaining reserves, proactively identifying and escalating high-risk exposures to senior leadership.
• Deliver strong financial outcomes through disciplined oversight of loss ratios, expenses, and regional performance metrics.
• Lead litigation strategy and direct the engagement of external counsel, consultants, and technical experts to ensure optimal outcomes.
• Serve as a key legal and contractual advisor on complex, high-stakes matters, ensuring strong representation of organizational interests at the highest levels.
• Cultivate and manage critical external partnerships in close collaboration with senior leadership, reinforcing Global Surety's market presence and reputation.
• Develop and execute sophisticated recovery strategies across indemnitors, principals, and third parties to maximize financial outcomes.
• Anticipate and mitigate risk through the implementation of proactive loss prevention strategies for distressed and high-exposure accounts.
• Lead decisive, high-impact action to minimize losses and drive optimal recovery outcomes in complex and challenging scenarios.
• Serve as a trusted strategic partner to senior Surety leadership on complex, evolving, and high-stakes claims’ issues.
• Represent Liberty Mutual at industry and legal forums, strengthening market presence, credibility, and thought leadership.
• Advance organizational knowledge by sharing expertise through internal and external forums, while maintaining a leading edge on legal, regulatory, and industry developments.
• Navigate highly complex surety scenarios, including contractor defaults, bond claims, disputes, and construction-related matters, with precision and strategic clarity.
• Apply strong commercial judgment and executive acumen across nuanced legal, financial, and operational environments to drive sound, defensible outcome.

Regional Vice President, Global Surety Claims

• Develop a risk-based Audit Plan for TD's credit portfolio
• Provide periodic reporting to governance committees
• Adhere to audit standards
• Recommend and maintain appropriate resources for execution of the plan
• Identify significant control gaps in coverage areas
• Provide reporting on significant control matters
• Stay current on evolving regulatory expectations
• Maintain strong relationships with clients and stakeholders
• Drive employee engagement

Associate Vice President, Audit, Credit Risk

• Shape and steward Central 1’s medium- to long-term enterprise strategy, ensuring alignment with our purpose, growth ambitions, financial goals, priorities, and risk appetite.
• Lead structured problem-solving on complex and ambiguous strategic questions, including growth opportunities, strategic trade-offs, market positioning, and enterprise priorities.
• Partner closely with the CEO, Executive Leadership Team, and senior leaders to bring strategic clarity, analytical rigor, synthesis, and constructive challenge to key discussions.
• Monitor and interpret external market trends, client needs, competitive dynamics, regulatory developments, and financial services industry shifts to assess implications for Central 1.
• Develop clear, high-impact materials for Executive Leadership Team meetings, Board discussions, governance forums, and strategy offsites.
• Help the Executive Leadership Team focus time and attention on the most important enterprise-level issues, with a lens on long-term success.
• Support strategic decision-making by framing issues, synthesizing perspectives, tracking commitments, and helping sustain momentum on priority initiatives.
• Plan and facilitate executive strategy sessions, leadership forums, and offsites focused on enterprise direction, performance, and strategic alignment.
• Provide strategic advisory support to the CEO, CCSPO, and Executive Leadership Team on enterprise priorities, strategic narratives, governance matters, and key internal or external engagements.
• Act as a connective hub across business lines and enabling functions, bringing together insights from client, finance, risk, technology, operations, people, legal, governance, communications, and marketing teams.
• Collaborate with Finance to connect strategy with multi-year financial planning, investment priorities, resource allocation, portfolio management, and performance metrics.
• Partner with Risk Management to ensure strategic plans and growth initiatives are aligned with risk assessments, scenario planning, and the organization’s risk appetite.
• Work with Communications & Marketing and People & Culture to shape a clear and cohesive organizational narrative that connects strategy to purpose, priorities, and change.
• Partner with Legal and Governance teams to prepare Board and Committee materials that translate complex strategic, financial, and operational issues into clear decisions and recommendations.
• Lead and support senior leadership forums, including operational planning, Quarterly Business Reviews, enterprise policy alignment, and strategic execution touchpoints.
• Help enable change adoption by supporting clear communication, leadership alignment, and reinforcement of enterprise priorities across the organization.

VP, Enterprise Strategy

• own product strategy and roadmap across core lending products
• improve the borrower journey from application through funding, servicing, and renewal
• drive innovation that improves growth, operational efficiency, and portfolio performance through data driven decision making
• enhance operational workflows through better tooling, automation, and data
• turn commercial priorities into clear product decisions and measurable outcomes
• support new partnership opportunities where relevant
• ensure business needs translate into clear product requirements, user stories, and execution plans
• coach 2 Product Managers and 1 Business Analyst, while staying close to execution
• lead AI transformation and automation use cases, with experience leading change management to support adoption of new tools, workflows, and ways of working

VP, Product – Innovation

• Develop and execute TD's ETF business strategy
• Guide clients and prospects to TDAM solutions
• Drive ETF sales activities in Eastern Canada
• Identify direct ETF sales opportunities
• Collaborate with wholesaling teams
• Liaise with key internal partners
• Provide ETF portfolio construction thought leadership
• Participate in office visits and presentations
• Educate retail clients on products and capital markets information
• Represent TD ETFs at industry conferences

Vice President, ETF Distribution

• Act as SME and service owner for enterprise network services, overseeing full lifecycle delivery, operations, and continuous improvement.
• Plan, implement, and govern service changes while proactively managing risks, incidents, and service performance.
• Provide advanced operational support, on‑call coverage, and continuous maintenance to ensure stable, secure, and high‑performing services.
• Lead or contribute to projects and agile initiatives, defining technical requirements and delivering outcomes aligned with ITIL standards.
• Develop, maintain, and enhance system reporting, documentation, and administrative standards to support service transparency and governance.
• Partner with clients, vendors, and internal teams to resolve issues, improve services, and meet business objectives.
• Provide leadership, mentoring, and task assignment to junior analysts, supporting skill development and team capacity.
• Stay current with emerging technologies, contributing to service modernization, testing, and adoption across the GoA environment.

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