Lead partner transitions at Q Wealth with expertise in operations leadership, training programs, and cross-functional delivery. Shape how firm growth happens.
This director-level role owns current partner transitions from planning through business-as-usual handoff. You will assess complexity, oversee execution, and improve operational experiences across Q Wealth. The position also leads scalable training for partners and their teams across systems and processes.
Key Responsibilities: Assess transition timing, complexity, resourcing, and bespoke partner requirements
Approve transition plans and maintain established service levels
Oversee active transition reporting, communications, and data collection
Direct the Manager, Transitions, and support team development




Build custodian relationships supporting accurate partner transitions
Requirements: Experience leading complex operational transitions
Strength in planning, process improvement, and stakeholder coordination
Ability to develop training programs and delivery strategies
Capability to manage escalations and cross-functional deliverables
Knowledge of compliance-aligned client communications
Apply operational leadership, transition oversight, and training expertise to help Q Wealth deliver consistent partner integrations.

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📌 Director of Partner Transitions (Ontario)
🏢 QWealth Partnership
📍 Ontario