Team Manager, Wealth Management

Team Manager, Wealth Management
Vancouver, BC
Salary: $92,000–$113,000 + 20% Bonus + RRSP ( Hybrid )


The Opportunity
Our client, a leader in its field is seeking an experienced wealth management professional to join their team in a hands-on leadership capacity.
This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements.


This is an excellent opportunity for someone who enjoys developing people while remaining close to clients and the business.


Key Responsibilities

• Lead, coach and mentor a team of wealth associates
• Oversee client escalations and ensure timely, effective resolution
• Support advisors with client servicing and day-to-day operational requirements
• Manage client and advisor onboarding, including complex transitions involving large numbers of accounts
• Process trades in accordance with client instructions and investment strategies
• Coordinate account openings and transfers with custodians
• Identify opportunities to improve processes, productivity and the client experience
• Liaise with Risk, Audit, Legal and Compliance
• Support internal and external audit requirements

Qualifications

• 5–7 years of wealth management experience
• University degree in Business, Commerce, Finance or a related field
• CSC, CPH and WME
• Proven experience managing teams is a MUST
• Excellent client service and relationship management skills
• Strong knowledge of wealth management products, operations and procedures
• A hands-on approach and willingness to roll up your sleeves when needed

Assets

• CIRO Registered Representative (RR) registration
• LLQP, CLU and/or CFP designation

Compensation
Base Salary: $92,000–$113,000
Bonus: 20%
Retirement: RRSP


If you are an experienced wealth management professional looking to combine your people management, client service and hands-on operations, we welcome your application.

Please forward a resume to Martha Orr

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