Senior Director, Wealth Management Expertise and Excellence, Administrative Department
Core
Strategic partner to business development teams, designing and deploying content, expertise, and tools to support wealth management network growth and performance.
Role type
Senior Director, Wealth Management Strategy & Operations
Builds
Integrated ecosystem of content, tools, and training for wealth management advisors
Domain
Wealth Management / Financial Services / Canadian Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic direction definition, business plan development, integrated offer design, process optimization, skills development strategy, marketing strategy execution, regulatory oversight, team mobilization
Preferred skills
None stated
Technologies
CRM
Responsibilities
Define and implement strategic directions aligned with business priorities; Develop and execute the administrative department's business plan; Design and roll out integrated offers of content and tools; Optimize business practices and tool usage; Implement skills development and coaching strategies; Launch marketing strategies for investment solutions; Ensure regulatory compliance and practice standards; Mobilize teams and implement management practices
Seniority
Senior, hands-on IC
