27 Aug
|
Wellington-Altus
|
Toronto
27 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.
📌 Associate Vice-President, Wealth Management Growth (Toronto)
🏢 Wellington-Altus
📍 Toronto