Join Maximizer as a Wealth Operations Specialist and leverage your knowledge in financial advisory practices. Help shape the future of wealth management through innovative software development in a hands-on role.

In this critical role, you will use your expertise as an administrative or executive assistant in wealth management to streamline workflows and build operational efficiencies. You don't need software experience; your familiarity with Canadian wealth management operations and knack for optimizing systems will be key. Your insights will drive the creation of AI workflows, enhancing advisor-client relationships and operational impact.

Key Responsibilities:



• Map end-to-end workflows in advisory practices • Identify manual tasks for automation potential • Specify workflow templates for the product team • Configure workflows directly in Maximizer • Conduct discovery sessions with advisors and stakeholders

Requirements: • 5+ years supporting financial advisors or wealth teams • Deep knowledge of Canadian wealth management operations • Familiarity with CRM and wealth management platforms • Robust problem-solving skills with software • Ability to translate processes into clear instructions

Elevate financial advisory operations at Maximizer, using your expertise to transform how wealth practices function. #J-18808-Ljbffr

📌 Wealth Operations Specialist at Maximizer (Winnipeg)
🏢 Maximizer
📍 Winnipeg