05 Sep
|
Wellington-Altus
|
Ontario
05 Sep
Wellington-Altus
Ontario
Join Independent Advisor Solutions as Associate Vice-President, focusing on platform growth and advisor solutions. Lead innovations within the Platinum Private Portfolios offering in Toronto.
As part of the iAS team, you will contribute to the strategic direction of the PPP platform, working directly with leadership to enhance advisor experience and drive adoption. Your entrepreneurial mindset will be key in identifying and implementing improvements that benefit advisors and clients alike.
Key Responsibilities:
• Develop and execute strategies for Platinum Private Portfolios
• Monitor competitive landscape and industry trends
• Collaborate with internal teams on platform enhancements
• Serve as a resource for advisors and stakeholders
• Facilitate educational sessions to promote advisor engagement
Requirements:
• 5-8 years’ experience in asset management or business development
• Comprehensive knowledge of managed accounts
• Proven track record in project management
• Solid influence and stakeholder engagement abilities
• Experience with workflow automation and productivity tools
Elevate your career by driving significant growth initiatives that support advisors at Independent Advisor Solutions.
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📌 AVP, Advisor Solutions and Growth (Ontario)
🏢 Wellington-Altus
📍 Ontario