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I'm a results-driven senior program manager who transforms complex initiatives into measurable client wins. Over 24 years, I've led enterprise implementations across financial services, SaaS, and professional services, building high-performing teams that scale service delivery and drive digital platform adoption. I partner with executives to shape strategy, streamline operations, and deliver tangible business value through agile transformation, governance, and vendor management. I hold CSM, CSPO; PMP in progress; and have collaborated with Bloomberg, Broadridge, and Twilio to deliver outcomes that matter.…I'm a results-driven senior program manager who transforms complex initiatives into measurable client wins. Over 24 years, I've led enterprise implementations across financial services, SaaS, and professional services, building high-performing teams that scale service delivery and drive digital platform adoption. I partner with executives to shape strategy, streamline operations, and deliver tangible business value through agile transformation, governance, and vendor management. I hold CSM, CSPO; PMP in progress; and have collaborated with Bloomberg, Broadridge, and Twilio to deliver outcomes that matter.

Philip Zanotti

Project Manager, Executive Producer, Production Manager, +6

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I'm a results-driven senior program manager who transforms complex initiatives into measurable client wins. Over 24 years, I've led enterprise implementations across financial services, SaaS, and professional services, building high-performing teams that scale service delivery and drive digital platform adoption. I partner with executives to shape strategy, streamline operations, and deliver tangible business value through agile transformation, governance, and vendor management. I hold CSM, CSPO; PMP in progress; and have collaborated with Bloomberg, Broadridge, and Twilio to deliver outcomes that matter.…I'm a results-driven senior program manager who transforms complex initiatives into measurable client wins. Over 24 years, I've led enterprise implementations across financial services, SaaS, and professional services, building high-performing teams that scale service delivery and drive digital platform adoption. I partner with executives to shape strategy, streamline operations, and deliver tangible business value through agile transformation, governance, and vendor management. I hold CSM, CSPO; PMP in progress; and have collaborated with Bloomberg, Broadridge, and Twilio to deliver outcomes that matter.

Available to hire

I’m a results-driven senior program manager who transforms complex initiatives into measurable client wins. Over 24 years, I’ve led enterprise implementations across financial services, SaaS, and professional services, building high-performing teams that scale service delivery and drive digital platform adoption.

I partner with executives to shape strategy, streamline operations, and deliver tangible business value through agile transformation, governance, and vendor management. I hold CSM, CSPO; PMP in progress; and have collaborated with Bloomberg, Broadridge, and Twilio to deliver outcomes that matter.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Business Consultant/Project Manager at ZANOTTI BUSINESS CONSULTING CORP

January 1, 2018 - Present

Led multi-functional project teams (5–90 members) delivering enterprise client deployments for financial services and SaaS engagements. Managed budgets from $200K to $2M and drove cross-functional collaboration across Product Management, Operations, Marketing, HR, and Technology. Implemented SaaS-based process improvements that reduced SLA turnaround times by 50% and boosted operational efficiency by 25% through workflow optimization and new procedures. Tracked defects with JIRA, oversaw CRM technology implementations, and ensured alignment with corporate PMO governance. Built and mentored high-performing, client-centric teams, nurtured executive stakeholder relationships, and collaborated with vendors such as Bloomberg, Broadridge, and Charles River to optimize delivery. Led on-site and offshore coordination for complex initiatives including onboarding, payments, and claims management; contributed to annual strategic planning and risk/issue management.

Manager, Member Services & Plan Operations at Healthcare of Ontario Pension Plan

January 1, 2018 - October 3, 2025

Led pilot of new policies and procedures for Employer and Member services; drove rapid deployment work processes for payments to retired members. Improved processing turnaround time by 40% through an IT Workflow Case Management Project using Lifeworks Defined Benefits solution. Analyzed processes and presented actionable recommendations to senior management and the PMO, securing additional resources to meet SLAs and deliver exceptional customer experiences. Trained and managed a team of 20 on new policies and procedures, driving policy improvements for one of Canada’s largest defined benefits pension plans. Supported ongoing staff development by recruiting and onboarding full-time employees for the Operations Contact Center.

Senior Manager, Client Project Delivery and Operations at CAPGEMINI for RBC Insurance/RBC Capital Markets

January 1, 2016 - October 3, 2025

Oversaw a ~$10MM workflow transformation project for RBC Insurance's Life & Health business. Managed a team of 30 employees and led 35 System Business Analysts across North America and India, driving global client operations and delivering measurable success. Improved operational efficiency by streamlining workflows, implementing new procedures, and enhancing products for new business, client onboarding, and claims management within a SaaS environment. Delivered on-site operations for New Business, Claims, Estates, Client Services, and High Net Worth business in an outsourced partnership. Designed and implemented an IT Service Management review model for onshore/offshore teams to drive efficiency and alignment.

National Client Operations Manager at BURNS & WILCOX CANADA ULC

January 1, 2014 - October 3, 2025

Start-up operations for a P&C Insurance MGA broker and underwriter. Ensured regulatory compliance by leading CASL and FATCA initiatives. Streamlined operations by establishing standards, procedures, and organizational policies for regional branches. Enhanced compliance and efficiency through regulatory changes at the Corporate US-HQ, driving key process improvements.

Senior Business Project Manager, Corporate Initiatives at INVESCO CANADA

January 1, 2013 - October 3, 2025

Led the development of an enterprise-wide product data governance framework, streamlining processes for 3rd-party product data providers. Acted as key vendor liaison with Bloomberg, Broadridge, etc. Increased campaign engagement for digital advisory initiatives; ensured on-time delivery of CRM2 requirements; contributed to the annual strategic business plan. Documented SOPs for Pega usage and improved contact center workflow efficiency. Served as primary liaison with internal teams and external partners; oversaw creation of Bloomberg ticker symbols for 460 investment funds.

Manager, New Accounts, Client Account Projects at TD WEALTH MANAGEMENT

January 1, 2011 - October 3, 2025

Led two account management departments across multiple locations, guiding a 90-person team. Enhanced operational efficiency by implementing Pega CRM workflows for Wealth Management contact centers. Achieved full AML compliance by devising and implementing new corporate entity validation procedures.

Senior Manager, Third-Party Mutual Funds & Insurance at CIBC WORLD MARKETS/Capital Markets

January 1, 2008 - October 3, 2025

Led the mutual fund operations department (~40 FTE), driving operational efficiency and service quality. Oversaw regulatory and platform upgrades related to FundSERV, ensuring full compliance and minimal disruption. Managed vendor relationships with FIS Funds, ensuring timely trades and issue resolution affecting distribution channels. Chaired IIROC Mutual Funds Sub-Committee (2005–2008).

Manager, Mutual Funds & Guaranteed Products at BMO CAPITAL MARKETS

January 1, 2006 - October 3, 2025

Promoted to lead a 30-person team, automating the Ontario Savings Bonds (OSB) order entry process and coordinating with PKI Fundcom integration with IT. Improved liquidity reporting, IT security controls, and fund flows. Led efforts for OSB order entry accuracy and SLA adherence; contributed to regulatory and platform enhancements. Served as primary business lead for PKI Fundcom integration and liquidity reconciliation; chaired IIROC sub-committee involvement (2005–2008).

Business Consultant/Project Manager at ZANOTTI BUSINESS CONSULTING CORP

January 1, 2018 - Present

Led key customer deployments and project implementations for enterprise clients including CIBC Mellon, RBC Investor Treasury Services/Capital Markets, Opentext, PX Solutions, Securian Canada, Olameter Utility Tech, Comptrak, Datavail Technologies, Sustainalytics/Morningstar Canada, Lifeworks (TelusHealth), and MedAvail Pharma Tech. Managed multi-functional teams of 5 to 90 and budgets from $200K to $2M. Reduced SLA turnaround time by 50% after implementing project initiatives, optimizing processes and enhancing efficiency. Achieved a 25% improvement in operational efficiency by leading software upgrade releases for banks, insurance, and pension firms. Tracked defects using JIRA and collaborated with cross-functional teams to deliver CRM technology implementations.

Manager, Member Services & Plan Operations at Healthcare of Ontario Pension Plan

December 31, 2018 - October 3, 2025

Led the pilot of new policies and procedures for Employer and Member services, driving rapid deployment work processes for payments to retired members. Improved processing turnaround time by 40% through an IT Workflow Case Management Project using Lifeworks Defined Benefits solution. Analyzed processes for senior management and the PMO, securing resources to meet SLAs and deliver exceptional customer experiences. Trained and managed a team of 20 on new policies and procedures, driving product improvements for Canada’s largest defined benefits pension plan. Supported staff development by recruiting and onboarding the Operations Contact Center team.

Senior Manager, Client Project Delivery and Operations at CAPGEMINI for RBC Insurance/RBC Capital Markets

December 31, 2016 - October 3, 2025

Oversaw a ~$10MM workflow transformation project for RBC Insurance’s Life and Health business. Led a team of 30 and managed 35 System Business Analysts across North America and India to drive global client operations and operational excellence. Streamlined workflows, implemented new procedures, and enhanced SaaS-based onboarding and claims management. Delivered on-site operations for New Business, Claims, Estates, Client Services, and High Net Worth business within an outsourced partnership. Designed an IT Service Management review model for onshore/offshore teams leveraging Capgemini best practices.

National Client Operations Manager at BURNS & WILCOX CANADA ULC

December 31, 2014 - October 3, 2025

Managed start-up operations for a P&C Insurance MGA broker and underwriter. Ensured regulatory compliance (CASL, FATCA) and streamlined operations by establishing standards and policies for regional branches. Enhanced compliance and efficiency through regulatory changes at the US HQ, driving key process improvements.

Senior Business Project Manager, Corporate Initiatives at INVESCO CANADA

December 31, 2013 - October 3, 2025

Led the development of an enterprise-wide product data governance framework, streamlined processes for 3rd-party product data providers, and acted as primary liaison for vendors including Bloomberg and Broadridge. Increased campaign engagement for digital advice initiatives and ensured on-time delivery of CRM2 requirements as part of the Corporate Business PMO. Documented SOPs to improve contact center workflow efficiency and secured Bloomberg ticker symbol creation for all 460 investment funds.

Manager, New Accounts, Client Account Projects at TD WEALTH MANAGEMENT

December 31, 2011 - October 3, 2025

Led two account management departments across multiple locations, guiding a 90-person team. Improved staff morale and productivity in a high-pressure environment. Implemented Pega CRM workflows for Wealth Management contact centers and achieved AML compliance by introducing new entity validation procedures.

Senior Manager, Third-Party Mutual Funds & Insurance at CIBC WORLD MARKETS/Capital Markets

December 31, 2008 - October 3, 2025

Led the mutual fund operations department (40+ employees) driving operational efficiency and service quality. Managed regulatory and platform upgrades related to FundSERV releases, ensured full compliance, and oversaw vendor relationships with FIS Funds.

Manager, Mutual Funds & Guaranteed Products at BMO CAPITAL MARKETS

December 31, 2006 - October 3, 2025

Led a 30-person team to automate the Ontario Savings Bonds order entry process, monitor daily liquidity, and coordinate PKI Fundcom integration with IT. Enhanced IT security compliance and supported liquidity governance; ensured OSB order entry accuracy and aligned requirements for ATON and FundSERV releases.

Business Consultant/Project Manager at ZANOTTI BUSINESS CONSULTING CORP

January 1, 2018 - Present

Led multi-functional teams (5 to 90 members) delivering enterprise client deployments for financial institutions, Opentext, Securian Canada, Olameter, and other clients with project budgets up to $2M. Reduced SLA turnaround times by 50% through process improvements, enhanced onboarding workflows, and governance. Drove adoption of SaaS-based solutions and improved client satisfaction across new business, onboarding, and claims processes.

Manager, Member Services & Plan Operations at Healthcare of Ontario Pension Plan

January 1, 2018 - October 3, 2025

Led pilot programs for Employer and Member services, driving rapid deployment work processes for payments to retired members. Improved processing turnaround by 40% through IT Workflow Case Management initiatives and Lifeworks Defined Benefits integration. Trained and managed a 20-person operations team and collaborated with PMO to secure resources and meet SLAs.

Senior Manager, Client Project Delivery and Operations at CAPGEMINI for RBC Insurance/RBC Capital Markets

January 1, 2016 - October 3, 2025

Oversaw a ~$10M workflow transformation for RBC Life & Health; managed a team of 30 on-site and 35 BAs across North America and India. Streamlined SaaS-based workflows for onboarding and claims, improving operational efficiency. Designed an IT Service Management (ITSM) review model to drive offshore/onshore alignment and process efficiency.

National Client Operations Manager at BURNS & WILCOX CANADA ULC

January 1, 2014 - October 3, 2025

Established startup operations for a P&C Insurance MGA, ensuring regulatory compliance (CASL, FATCA) and standardizing procedures across regional branches. Implemented organizational policies to improve governance and regulatory alignment with US headquarters.

Senior Business Project Manager, Corporate Initiatives at INVESCO CANADA

January 1, 2013 - October 3, 2025

Led an enterprise-wide product data governance framework for 3rd-party data providers; managed vendor relationships including Bloomberg and Broadridge. Ensured on-time CRM2 delivery, managed issues and deliverables within the Corporate PMO, and contributed to the annual strategic business plan. Documented SOPs to improve contact center workflows (Pega usage).

Manager, New Accounts, Client Account Projects at TD WEALTH MANAGEMENT

January 1, 2011 - October 3, 2025

Led two account management departments across multiple locations, coaching a 90-person team in a high-pressure environment. Implemented Pega CRM workflows for Wealth Management contact centers and achieved AML compliance through new entity validation procedures.

Senior Manager, Third-Party Mutual Funds & Insurance at CIBC WORLD MARKETS/Capital Markets

January 1, 2008 - October 3, 2025

Led mutual fund operations (40+ FTE), drove regulatory and platform upgrades (FundSERV), and managed PKI Fundcom integration. Ensured regulatory compliance and minimal disruption during transitions. Chaired the IIROC Mutual Funds Sub-Committee (2005–2008).

Manager, Mutual Funds & Guaranteed Products at BMO CAPITAL MARKETS

January 1, 2006 - October 3, 2025

Led a 30-person team to automate Ontario Savings Bonds order entry and supported PKI Fundcom integration with IT. Improved liquidity reporting and overall cash flow visibility; contributed to IIROC policy discussions and governance.