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 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 • Solid 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. #J-18808-Ljbffr
📌 Associate Vice-President, Wealth Management Growth (Toronto)
🏢 Wellington-Altus
📍 Toronto