Senior Manager, Wealth Management

2 weeks ago


Ontario, Canada IFG International Financial Group Ltd Full time

Our client, a Top 5 bank in Canada is looking to hire a Senior Manager, Wealth Management to their team for an initial 6-month contract.This role is 1-2 days a week in office in Toronto.

Responsibilities

  • Collaborate with head office and in-country business partners to collect and analyze data and market research on client
  • Manage communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.
  • Support the definition of the overall Wealth Management product strategy and technology roadmap to drive P&L goals for specific Wealth Management capabilities.
  • Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users.
  • Act as primary reviewer and approver of finished development work during demos/reviews based on established acceptance criteria.
  • Facilitates problem solving as required, working closely with the delivery team on implementation changes.

Must have Skills:
  • 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.
  • 10 +Years Strong knowledge of investment advisory and wealth management product offerings & services.
  • 10 +Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.

If you are interested & qualified for this opportunity, please send your updated resume in MS Word format to priyanka2@ifgpr.com If this is not the right opportunity for you, let's connect and I can share with you how IFG can help advance your career #VMS
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