Strategic AVP for Investment Solutions
Wellington-Altus Private Wealth Inc.
Join Wellington-Altus as Associate Vice-President and lead strategic initiatives for their flagship investment platform. Foster innovation and enhance advisor experiences across Canada.
Situated in the Toronto office, this role focuses on driving growth for Platinum Private Portfolios by enhancing platform capabilities and supporting advisor engagement. You will work closely with senior leaders, contributing to the strategic direction of the organization, while your entrepreneurial spirit will be crucial in implementing new solutions.
Key Responsibilities: • Execute growth strategies for Platinum Private Portfolios • Monitor competitive and industry trends for strategic insights • Enhance advisor adoption and client experiences • Collaborate with various teams to launch innovative solutions • Prioritize actionable improvements based on advisor feedback
Requirements: • 5-8 years of experience in wealth or asset management • Strong project management and product initiative skills • Capability to build trust among cross-functional teams • Strong problem-solving and communication abilities • CFA or related financial designation preferred
Leverage your expertise to shape the future of investment solutions with Wellington-Altus and enhance advisor success. #J-18808-Ljbffr
Situated in the Toronto office, this role focuses on driving growth for Platinum Private Portfolios by enhancing platform capabilities and supporting advisor engagement. You will work closely with senior leaders, contributing to the strategic direction of the organization, while your entrepreneurial spirit will be crucial in implementing new solutions.
Key Responsibilities: • Execute growth strategies for Platinum Private Portfolios • Monitor competitive and industry trends for strategic insights • Enhance advisor adoption and client experiences • Collaborate with various teams to launch innovative solutions • Prioritize actionable improvements based on advisor feedback
Requirements: • 5-8 years of experience in wealth or asset management • Strong project management and product initiative skills • Capability to build trust among cross-functional teams • Strong problem-solving and communication abilities • CFA or related financial designation preferred
Leverage your expertise to shape the future of investment solutions with Wellington-Altus and enhance advisor success. #J-18808-Ljbffr
Reference: WJ-3875_11079255