26 Aug
|
Wellington-Altus
|
Toronto
26 Aug
Wellington-Altus
Toronto
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 PPPIdentify trends and opportunities for advisor engagementDrive strategic enhancements of the platformCollaborate cross-functionally to implement improvementsServe as a subject matter expert for advisorsRequirements:5-8 years in investment solutions or product managementFamiliarity with managed account platformsDemonstrated ability to influence and drive outcomesStrong analytical and communication skillsRelevant industry designations are an assetTransform advisor experiences and platform capabilities as an Associate Vice-President at Independent Advisor Solutions.#J-18808-Ljbffr
📌 Associate Vice-President, Wealth Management Growth (Toronto)
🏢 Wellington-Altus
📍 Toronto