22 Oct
|
QWealth Partnership
|
Winnipeg
22 Oct
QWealth Partnership
Winnipeg
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 recent 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 requirementsApprove transition plans and maintain established service levelsOversee active transition reporting, communications, and data collectionDirect the Manager, Transitions,
and support team developmentBuild custodian relationships supporting accurate partner transitionsRequirements:
Experience leading complex operational transitionsStrength in planning, process improvement, and stakeholder coordinationAbility to develop training programs and delivery strategiesCapability to manage escalations and cross-functional deliverablesKnowledge of compliance-aligned client communicationsApply operational leadership, transition oversight, and training expertise to help Q Wealth deliver consistent partner integrations.
#J-18808-Ljbffr
📌 Director Of Partner Transitions (Winnipeg)
🏢 QWealth Partnership
📍 Winnipeg