05 Sep
|
Wellington-Altus
|
Saskatchewan
05 Sep
Wellington-Altus
Saskatchewan
Drive operational excellence as Team Manager at Wellington-Altus Private Wealth’s Saskatoon office. Oversee team performance, compliance, and support advisory services with strategic insight.
In this pivotal role, you will lead a talented support team, ensuring alignment with business objectives while managing compliance requirements. You'll contribute to the success of the advisory team through effective resource management and quality control over client documentation. Your insights will foster a culture of collaboration, enabling continuous improvement and exceptional client service.
Key Responsibilities:
• Manage performance and coach associates for success
• Ensure compliance with industry regulations and firm policies
• Conduct audits and maintain client file integrity
• Support business development through enhanced service standards
• Participate in strategic planning and special projects
Requirements:
• Degree in finance or business administration or equivalent experience
• 5-8 years in financial services with client-facing roles
• 3+ years managing a high-performance team
• Experience in a regulated industry is an asset
• Solid communication and relationship-building skills
Utilize your operational expertise and teamwork focus to lead Wellington-Altus in Saskatoon.
#J-18808-Ljbffr
📌 Saskatoon Team Manager at Wellington-Altus (Saskatchewan)
🏢 Wellington-Altus
📍 Saskatchewan