Overview

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work setting. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk

Purpose of the Role: The Director, UHNW Segment is accountable for defining and building Nicola Wealth’s Ultra High Net Worth (UHNW) / Family Office segment. This role sets the market definition, client segmentation, and value proposition, develops and executes the go-to-market strategy, and partners cross-functionally to ensure the firm has the operational architecture, service model, tools, and governance required to deliver a differentiated UHNW client experience at scale.

This is a “strategy-to-execution” role: equal parts segment strategy and internal orchestration, ensuring the UHNW strategy comes to life through tight alignment across Private Wealth, Client Service, Operations, Technology, Investments, Risk/Compliance, and external partners.





Core Responsibilities

UHNW Segment Strategy, Definition & Market

- Define the UHNW / Family Office segment (client profiles, needs, complexity tiers, service expectations) and articulate a clear Nicola Wealth value proposition for UHNW families.
- Analyze market opportunities, competitive positioning, and priority sub-segments (e.G., liquidity events, multi-generational families, complex entity structures).
- Establish a multi-year UHNW growth strategy and strategic roadmap (offer, experience, enablement, partnerships, platform capabilities).

Go-To-Market (GTM) & Growth Enablement

- Develop and lead go-to-market initiatives to drive UHNW client acquisition and retention (messaging, targeting, advisor plays, and coordinated campaigns).
- Build and strengthen strategic professional partnerships and referral ecosystems (e.G., COIs and external specialists aligned to UHNW needs).
- Enable Advisors with sales enablement tools, frameworks, and segment playbooks;

ensure field adoption and feedback loops.

UHNW Service Model & Operational Architecture

- Collaborate with Operations team to ensure an efficient UHNW operational model, including onboarding, transitions, workflows/handoffs, reporting infrastructure, and ongoing service execution—ensuring accuracy, responsiveness, discretion,



and reliability.
- Design and implement repeatable, scalable UHNW processes that balance customization with control;

institutionalize UHNW operational knowledge so success is not person-dependent.
- Partner with Client Service and Operations leaders to define “what good looks like” in UHNW service delivery (standards, roles, escalation, and quality management).

Platform, Custody, Vendor & Third-Party Relationships

- Serve as senior relationship owner for UHNW custody partners and key technology/platform providers supporting UHNW families;

lead vendor selection, contract negotiations, SLAs, and performance oversight.
- Partner with Technology and Operations to ensure systems support UHNW complexity (multi-custodian reporting, complex asset structures, private asset administration, and cross-border considerations where applicable).

Reporting, Data Infrastructure & Insight

- Partner with Operations, Technology, and Investments to evolve UHNW reporting capabilities (consolidated multi-custodian views, complex ownership structures, public and private asset reporting, client-ready executive outputs).
- Act as an operational owner for UHNW data integrity, accuracy, and timeliness;

drive continuous improvement in reporting, tools, and user experience.

Governance, Risk & controls

- Partner with the Office of the CIO to establish governance and risk frameworks tailored to UHNW complexity (documentation standards, exceptions, escalation protocols, operational risk, and controls).
- Partner closely with Compliance, Risk, and Legal to ensure UHNW operations meet

📌 Director, Uhnw Segment (Toronto)
🏢 Nicola Wealth
📍 Toronto