Maximize your expertise in wealth management with Maximizer as a Wealth Operations Specialist. Shape how advisory practices run by automating critical workflows and processes in a agile team environment.In this hands-on role, you will utilize your experience supporting financial advisors and wealth teams to refine their operations. You will map end-to-end processes like client onboarding, KYC cycles, and compliance checks while working closely with advisors. Your insights will directly inform product development, transforming operational procedures into efficient software solutions.Key Responsibilities:Map workflows of advisory practices for automationIdentify manual tasks and prioritize automation opportunitiesCreate specifications for product teams based on insightsConfigure workflows directly in Maximizer CRMConduct discovery sessions with advisors for feedbackRequirements:5+ years in financial advisory support rolesDeep knowledge of Canadian wealth management regulationsFamiliarity with CRM and portfolio management systemsAbility to articulate processes accurately for trainingNice to have: experience with insurance operationsUtilize your wealth management expertise to innovate operational efficiencies at Maximizer.

📌 Wealth Operations Specialist At Maximizer (Vancouver)
🏢 Maximizer Services
📍 Vancouver