Talent.com
Nicola Wealth
Strategic Director for UHNW client Acquisition and Service DeliveryNicola Wealth • Toronto, ON, Canada
Strategic Director for UHNW client Acquisition and Service Delivery

Strategic Director for UHNW client Acquisition and Service Delivery

Nicola Wealth • Toronto, ON, Canada
30+ days ago
Job type
  • Full-time
Job description
Streamline, define, and execute ultra high net worth strategies to enhance client retention and acquisition. Collaborate across departments for an unparalleled client service experience. In the role of Director for the UHNW Segment, you are at the forefront of establishing service models and operational excellence tailored to complex family needs. This position requires extensive expertise in market analysis and client relationship management, collaborating effectively with various teams to drive results. Strong leadership and strategic acumen are a must. Key Responsibilities: • Drive UHNW client acquisition through targeted initiatives • Establish service delivery standards across departments • Develop partnerships that enhance service offerings • Oversee reporting capabilities and data integrity • Lead cross-functional teams for cohesive client engagement Requirements: • 12+ years in UHNW or similar segments • Experience in defining and scaling service platforms • Knowledge of UHNW complexity and servicing • Strong leadership and stakeholder engagement abilities • Bachelor’s degree; advanced degrees a plus Enhance the service model through strategic initiatives and empowered teams, making a lasting impact on the ultra high net worth clientele. #J-18808-Ljbffr
Create a job alert for this search

Strategic Director for UHNW client Acquisition and Service Delivery • Toronto, ON, Canada

Similar jobs

Senior Account Director in Client Relations

Creative Currency Inc.Toronto, ON, CA
Full-time

Join as a Senior Account Director, bridging strategy and creativity.Lead client relationships and oversee integrated campaigns while working flexibly with creative teams across various sectors.In t... Show more

 • Promoted

Strategic Associate Director for Revenue Management and Client Relations

Fitch RatingsToronto, ON, CA
Full-time

Join as an Associate Director to lead revenue management initiatives.Drive contract negotiations and enhance client engagement in the North American market.You will manage a diverse portfolio, focu... Show more

 • Promoted

Strategic Senior Client Director Influencing AI-Driven Growth

ODAIAToronto, ON, CA
Full-time

Elevate your career as a Strategic Senior Client Director focused on AI-driven commercial efficiency.Champion new business strategies and revenue initiatives to reshape the life sciences landscape.... Show more

 • Promoted

Strategic Group Account Director Role

Ethnicity MattersToronto, ON, CA
Full-time

Lead multi-million-dollar projects as a Group Account Director, providing tactical leadership and fostering client relationships.Your expertise in multicultural marketing and integrated agency expe... Show more

 • Promoted

Strategic Associate Director Innovating and Guiding Enterprise Plans

HOOPP (Healthcare of Ontario Pension Plan)Toronto, ON, CA
Full-time

Drive enterprise strategy as a strategic Associate Director, turning complex issues into clear action plans.Lead innovative processes while ensuring strategic risks are effectively managed througho... Show more

 • Promoted

Professional Development Consultant/Coach

Ignite Your Successnewmarket, on, ca
Full-time +1

Remote | Flexible Hours (Part-Time or Full-Time) | Purpose-Led Work.Are you an experienced HR, L&D, Coaching, Mentoring, Education or Leadership professional who knows your skills are transferable ... Show more

 • Promoted

Director Talent Development - Spring Horizon

Spring Horizonmarkham, on, ca
Full-time +1

Talent Development Director | Leadership Development & People Growth | Remote, Independent Role (Australia).Spring Horizon is a global organisation focused on personal leadership, mindset developme... Show more

 • Promoted

Paid Search Director: Strategy & Client Growth

OMDToronto, ON, CA
Full-time

A leading advertising firm is seeking a Search Director in Toronto, Ontario.This role involves overseeing strategic planning and implementation of paid search initiatives for various clients.The su... Show more

 • Promoted

Client Director

CentrilogicToronto, ON, CA
Full-time

We are seeking an experienced New Business Client Director to represent and sell our world-class service offerings.The ideal candidate will have an entrepreneurial spirit, a proven track record of ... Show more

 • Promoted

Strategic Director for UHNW client Acquisition and Service Delivery

Nicola WealthToronto, ON, CA
Full-time

Streamline, define, and execute ultra high net worth strategies to enhance client retention and acquisition.Collaborate across departments for an unparalleled client service experience.In the role ... Show more

 • Promoted

Director Investments, Development

HighView PartnersMarkham, ON, Canada
Full-time

We are hiring a Real Estate Investment professional for a growing company where you will have an opportunity to step out of a structured institutional environment and take real ownership over a $6B... Show more

 • Promoted • New!

Associate Director of Strategy - Havas Health Network

Havas Health Networktoronto, on, ca
Full-time

Havas Health Toronto is seeking a.Associate Director, Strategy and Planning.You will partner with clients and internal teams to develop brand strategies and tactical plans that drive measurable gro... Show more

 • Promoted

Director of Client Engagement Strategies

Sentrex Health SolutionsMarkham, York Region, CA
Full-time

Elevate client relations and creativity as the Director of Client Engagement Strategies.Operate in a hybrid setting while leading a high-performing team within a dynamic agency environment.In this ... Show more

 • Promoted

Director of Leadership and Learning Programming - BoldHouse Executive Search

BoldHouse Executive Searchmarkham, on, ca
Full-time

Director of Leadership and Learning Programming.Hollyhock is a globally recognized transformative learning and leadership center located on wild and beautiful Cortes Island, the traditional territo... Show more

 • Promoted

Partnerships Manager

HaysGreater Toronto Area, Canada, CA
Full-time

Role Overview The Member Partnerships Executive Role is responsible for cultivating strong, long‑term relationships with members across several executive networks.This position focuses on post‑sal... Show more

 • Promoted

Strategic Catalyst Director for Enterprise Initiatives

EquinixToronto, ON, CA
Full-time

A leading digital infrastructure company is seeking a Catalyst Strategy Director in Toronto, Canada.This senior position involves managing high-impact initiatives, partnering closely with executive... Show more

 • Promoted

Strategic Total Rewards Director

APOTEXToronto, ON, CA
Full-time

Join as a strategic Total Rewards Director.Spearhead global compensation and benefits strategies to foster employee engagement and organizational success.This pivotal role involves leading innovati... Show more

 • Promoted

Group Account Director: Senior Client Lead & ROI Strategist

ZenithToronto, ON, CA
Full-time

A leading marketing agency in Toronto is seeking a Group Account Director to oversee a diverse portfolio of brands.The ideal candidate will have over 10 years of experience in client management and... Show more

 • Promoted

Senior Client Partner

WONGDOODYToronto, ON, CA
Full-time

WongDoody is looking for a strong Account Director level candidate with expertise in digital transformation design and build.Client Partner (aka Account Director) you will be accountable to build a... Show more

 • Promoted

Director, Client Services — Growth & Strategy

Odyssey Trust CompanyToronto, ON, CA
Full-time

A modern transfer agent firm in Toronto seeks a Director of Client Services to oversee client interactions and ensure exceptional service delivery.The ideal candidate will possess strong communicat... Show more