Vice-président régional, Conseils en gestion de patrimoine
Core
Regional Vice President leading and supporting a portfolio of financial advisory offices in a designated territory, focusing on business growth, operational efficiency, and advisor performance.
Role type
Senior leadership, regional VP for wealth management advisory
Builds
Financial advisory offices and their client portfolios
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Strategic advisory, business growth stimulation, team leadership, operational management, regulatory compliance, business planning
Preferred skills
MBA, professional designations
Technologies
N/A
Responsibilities
Supervise and provide strategic guidance to financial advisory offices; Monitor advisor productivity and align activities with company KPIs; Collaborate on business plans aligned with organizational goals; Drive revenue growth and asset under management expansion; Ensure compliance with company policies and regulatory requirements; Recruit new financial advisors.
Seniority
Senior, hands-on IC with leadership scope