Join Independent Advisor Solutions as an Associate Vice-President focusing on wealth management growth in Toronto. Enhance the Platinum Private Portfolios platform for a superior advisor experience.
In this pivotal role, you will be instrumental in executing the strategy for Platinum Private Portfolios at iAS, which is a key strategic initiative for Wellington-Altus Financial. Your expertise in platform development and advisor relations will drive growth and improve client outcomes. Collaborate with various teams to innovate and execute impactful solutions.
Key Responsibilities:
• Develop and execute growth strategies for PPP
• Identify trends and opportunities for advisor engagement
• Drive strategic enhancements of the platform
• Collaborate cross-functionally to implement improvements
• Serve as a subject matter expert for advisors
Requirements:
• 5-8 years in investment solutions or product management
• Familiarity with managed account platforms
• Demonstrated ability to influence and drive outcomes
• Robust analytical and communication skills
• Relevant industry designations are an asset
Transform advisor experiences and platform capabilities as an Associate Vice-President at Independent Advisor Solutions.
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