Marcel Schroder

Marcel Schroder Email and Phone Number

Strategic Advisor and Business Leader in Wealth & Asset Management | Fintech Advocate | Change Strategist @ Digital Financial
toronto, ontario, canada
Marcel Schroder's Location
Richmond Hill, Ontario, Canada, Canada
Marcel Schroder's Contact Details

Marcel Schroder personal email

n/a

Marcel Schroder phone numbers

About Marcel Schroder

Global Financial Services executive with expertise in connecting Fintech and Wealth Management. Broad experience building profitable start-up businesses, restructuring under performing divisions, building divisional operating models and streamlining operations. I am a passionate leader with a reputation for delivering business strategies and client-focused solutions that improve profit margins. Recognized for transforming wealth management operations profitably and productively. I have a strong business acumen developed through progressive career moves in diverse businesses with a focus on Wealth Management and also including Fintech, Pensions, Asset Management, Trust, Sales Technology, Retail Banking and Sales & Service.I believe in the strength of people and in the importance of teamwork. Specialty Skills - Strategic Direction, Advisory Services, Digital Transformation, Sales & Distribution, Risk Management, Sales Technology, Customer Experience, Governance, Product Development and Investment Management.

Marcel Schroder's Current Company Details
Digital Financial

Digital Financial

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Strategic Advisor and Business Leader in Wealth & Asset Management | Fintech Advocate | Change Strategist
toronto, ontario, canada
Website:
digitalfinancial.ca
Employees:
19
Marcel Schroder Work Experience Details
  • Digital Financial
    Senior Associate
    Digital Financial May 2023 - Present
    Toronto, Ontario, Canada
    Digital Financial is a new boutique consultancy based around a core team of 35+ senior digital services experts from the private and public sectors and academia. We are connected by the strong belief that governments, development organizations, financial institutions, business of all sizes, community support organizations, and individuals from all walks of life have much to gain from harnessing the power of new technologies, which can topple barriers to efficient and affordable services for persons and micro/small/medium businesses.Our expert consultants have decades of experience working with a wide range of organizations on the support and provision of cutting-edge financial and government services. Many of them have held senior roles with major development institutions and/or executive level positions at global top 50 banks. Before and since forming Digital Financial they have worked with governments, regulators, international standard setting bodies, financial institutions, payment providers and technology companies of all stripes and sizes—from G20 Governments and to the financial regulators of Small Island Developing Nations and from Global Top 25 Banks to small community credit organizations.
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  • Fintech Advisory Inc
    Principal
    Fintech Advisory Inc Feb 2016 - Present
    Greater Toronto Area, Canada
    Working with various financial technology applications focused on the Wealth and Asset Management markets. Our experts have a forward-looking approach that they use to help businesses to utilize emerging technologies that can boost your business operations.
  • Cgi
    Wealth Management Consultant | Global Wealth & Capital Markets
    Cgi May 2021 - May 2023
    Toronto, Ontario, Canada
    Leveraging CGI's broad wealth technology capabilities to lead wealth transformations, evolve their advisor experience and assist firms to manage through the many challenges presented in the evolving global marketplace.
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  • Coast Capital Savings
    Svp Wealth Management
    Coast Capital Savings Dec 2017 - May 2021
    British Columbia, Canada
    Led the strategic vision and development of Coast Capital Wealth Management.
  • Truvera Trust Corporation
    Board Member
    Truvera Trust Corporation May 2018 - Jan 2021
    Vancouver, British Columbia, Canada
    Truvera Trust Corporation is a British Columbia trust company licensed under the Financial Institutions Act of British Columbia.
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  • Credential
    Member Board Of Directors
    Credential Jan 2017 - May 2018
    Vancouver, Canada Area
    Credential Financial Inc. was the national wealth management provider founded by the Canadian credit union system offering credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
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  • Ontario Securities Commission
    Fintech Advisory Committee Member, Osc Launchpad
    Ontario Securities Commission Jan 2017 - Feb 2018
    Toronto, Canada Area
    The Fintech Advisory Committee (FAC), advises OSC staff on developments in the fintech space as well as the unique challenges faced by fintech businesses in the securities industry.
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  • Vault Circle Inc.
    Managing Director & Cco
    Vault Circle Inc. 2015 - Jan 2018
    330 Bay St, Suite 306, Toronto Ontario
    Connecting FinTech and Investing. FinTech is a powerful trend that combines Finance and Technology to build innovative operating models and financial products. Vault Circle provides investors with access to high-yield Canadian small business loans from creditworthy businesses. Our investment platform offers a simple and transparent way to build a diversified portfolio of quality investments, tailored across business sectors, credit grades and investment yields. Vault Circle is an affiliate of Lendified, a premier online provider of small business loans in Canada.
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  • Scotiabank
    Managing Director & Head, International Asset Management, Global Asset Management
    Scotiabank 2010 - 2015
    Toronto, Canada Area
    Leadership of a team of 300 employees in asset management companies located in 10 countries and distributed in 19 international markets with oversight to portfolio of ~USD$22 Billion assets under management. Responsible for the strategic direction and business growth of the global asset management platform internationally including the oversight of sales & distribution, product development, strategy and investment management departments.
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  • Scotiabank
    Vp Investment Products Group, International Wealth Management
    Scotiabank Feb 2007 - 2010
    Toronto, Canada Area
    Head of the International Pension and International Mutual Fund business lines. Responsible for the overall product design, product development, risk management and the distribution of investment products and services (mutual funds, pension funds and alternative investments) to retail, pension, brokerage and institutional clients.- Consolidated fragmented pension offerings under one common leadership and direction- Identified non-organic growth targets and successfully managed >10 mergers and acquisitions and new market entries across multiple markets- Designed and implemented framework for centralized Risk Management department to provide liquidity coverage, AUM mix and credit quality reporting for all wealth businesses
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  • Scotiabank
    Director International Wealth Management
    Scotiabank 2002 - 2007
    Toronto
    Developed the business strategy which highlighted the significant opportunities that existed, and led to the introduction of wealth management internationally. Responsible for wealth management product development, distribution and sales strategies which integrated investment, legal, cross-border, financial, tax, risk management and sales management strategies across multiple markets.
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  • Scotiabank
    Director Sales Technology, International Banking
    Scotiabank 2001 - 2003
    Toronto, Canada Area
    Developed the Sales Technology area for the International Banking division. Managed the development and implementation of the bank’s core Customer Relationship Management system (Counselor) used as the front end application in all international markets. This shifted retail banking to a relationship-based market focused sales culture by delivering automated sales results, activity tracking, financial calculators and relationship-based opportunity management.
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  • Scotiabank
    Director Sales And Service
    Scotiabank Sep 1998 - Mar 2001
    Toronto, Canada Area
    Led the development of Sales and Service and Client Experience initiatives for International Banking.- Created and implemented a structure of Sales and Sales Management disciplines as part of the Sales and Service Strategy- Streamlined the retail sales planning process by building sales measurement, sales management and an integrated goal setting and profit planning process for international banking - Directed the establishment of innovative skills development programs to support and reinforce evolving relationship sales processes and practices..
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  • Bmo Financial Group
    Financial Consultant - Banking Operations
    Bmo Financial Group Feb 1996 - Feb 1998
    Toronto, Canada Area
    Provided leadership to development teams and approval on system enhancements for ongoing operational projects. Consulted on and developed test and execution plans, sized projects, completed data preparation and verified the data of all system integration and regression testing. Performed Quality Assurance activities on client server and mobile computing projects.
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  • Laurentian Bank
    Branch Manager
    Laurentian Bank 1993 - 1996
    Toronto, Canada Area
    Developed branch business through business development and coaching the branch sales team. Reported to the V.P. Toronto District and participated as part of the regional management team.
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  • Prenor Trust Company
    Manager Deposit Administration Business Analyst
    Prenor Trust Company 1990 - 1993
    Toronto, Canada Area
    Prepared functional specifications to design new products and to re-engineer existing products and develop new products and services. Provided training and support to branches on new products and ensured policy and procedures were in compliance with applicable legislation. Represented Deposit Services on all software development teams with responsibility for all testing and authorization for the implementation of all new programs.
  • National Trust Company
    Assistant Branch Manager
    National Trust Company 1986 - 1990
    Toronto, Canada Area
    Managed the savings and investment departments (23 employees) to ensure prompt, efficient and courteous customer service was being provided. Provided regular staff training on products and services.

Marcel Schroder Skills

Investments Wealth Management Mutual Funds Banking Portfolio Management Financial Services Risk Management Investment Advisory Finance Asset Management Pensions Wealth Management Services Financial Planning Business Strategy Asset Allocation Financial Modeling Equities Securities Financial Advisory Relationship Management Strategic Financial Planning Fixed Income Investment Strategies Business Relationship Management Negotiation Client Services New Product Implementations Latam Fintech Start Up Consulting

Marcel Schroder Education Details

Frequently Asked Questions about Marcel Schroder

What company does Marcel Schroder work for?

Marcel Schroder works for Digital Financial

What is Marcel Schroder's role at the current company?

Marcel Schroder's current role is Strategic Advisor and Business Leader in Wealth & Asset Management | Fintech Advocate | Change Strategist.

What is Marcel Schroder's email address?

Marcel Schroder's email address is ma****@****ank.com

What is Marcel Schroder's direct phone number?

Marcel Schroder's direct phone number is +160420*****

What schools did Marcel Schroder attend?

Marcel Schroder attended Ivey Business School At Western University, Institute Of Corporate Directors, Western University.

What are some of Marcel Schroder's interests?

Marcel Schroder has interest in Children, Civil Rights And Social Action, Education, Poverty Alleviation, Disaster And Humanitarian Relief.

What skills is Marcel Schroder known for?

Marcel Schroder has skills like Investments, Wealth Management, Mutual Funds, Banking, Portfolio Management, Financial Services, Risk Management, Investment Advisory, Finance, Asset Management, Pensions, Wealth Management Services.

Who are Marcel Schroder's colleagues?

Marcel Schroder's colleagues are Paul Makin, Phil Broome, Mala Deo, Peter Kastanis, Jack Johnson, Alan Baker, Matt Zufelt.

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