Vice President, Private Wealth Solutions
2 weeks ago
PositionVice President, Private Wealth Solutions — Hamilton Lane Overview Join to apply for the Vice President, Private Wealth Solutions role at Hamilton Lane. Responsibilities Build Hamilton Lane’s network amongst the Canadian bank platforms (Advisors) and other Canadian wealth management platforms. Assist in the coverage of National Accounts/Research at the various wealth platforms. Increase the distribution in Canada of Hamilton Lane’s evergreen private markets funds. Work with our global evergreen team to create investment summaries, presentations, pitchbooks, fact sheets and fundraising materials that are relevant to a Canadian audience. Proactively originate new business opportunities with prospective investors. Maintain a high level of business development activity through in-person meetings, video/telephone conversations, roadshows with senior executives, and events. Provide ongoing support for existing investors. Your Background Will Include Successful track record distributing to Advisors within the bank platforms and/or independent wealth management platforms is a must. 5+ years minimum experience in a related role; experience with Canadian wealth management platforms is a plus. An understanding of private markets (private equity, private credit, real assets) is an asset. Excellent presentation skills and experience working with a variety of client types. A proactive and results-oriented self-starter with an entrepreneurial spirit and experience in new business origination. Proficient with MS Office and able to learn proprietary systems, CRMs and software. Ability to travel frequently. Work Arrangement Hybrid: Employees work from our Toronto headquarters office for most of the workweek (Monday-Thursday). Travel Requirements Frequent Travel Benefits Hamilton Lane offers a competitive benefits package designed to support employees’ health, career development and wellbeing. Specific programs include healthcare coverage, mental health resources, wellness and fitness support, and retirement programs. Tuition and certification reimbursement, ongoing education and development trainings, and family/community support programs are available. The company also provides paid time off for volunteering, adoption reimbursement, paid parental leave, travel support for nursing parents, and an employee stock purchasing plan. Equal Opportunity Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees may be subject to certain limitations on political contribution and personal investment activities. Notes Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means. #J-18808-Ljbffr
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Vice President, Private Wealth Solutions
3 weeks ago
Toronto, Canada Hamilton Lane Full timePosition Vice President, Private Wealth Solutions — Hamilton Lane Overview Join to apply for the Vice President, Private Wealth Solutions role at Hamilton Lane. Responsibilities Build Hamilton Lane’s network amongst the Canadian bank platforms (Advisors) and other Canadian wealth management platforms. Assist in the coverage of National Accounts/Research...
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Vice President, Private Wealth Solutions
3 weeks ago
Toronto, Canada Hamilton Lane Full timePositionVice President, Private Wealth Solutions — Hamilton Lane Overview Join to apply for the Vice President, Private Wealth Solutions role at Hamilton Lane. Responsibilities Build Hamilton Lane’s network amongst the Canadian bank platforms (Advisors) and other Canadian wealth management platforms. Assist in the coverage of National Accounts/Research...
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Vice President, Private Wealth Solutions
3 weeks ago
Toronto, Canada Hamilton Lane Full timePositionVice President, Private Wealth Solutions — Hamilton Lane Overview Join to apply for the Vice President, Private Wealth Solutions role at Hamilton Lane. Responsibilities Build Hamilton Lane’s network amongst the Canadian bank platforms (Advisors) and other Canadian wealth management platforms. Assist in the coverage of National Accounts/Research...
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Vice-President, Operations
1 week ago
Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time $100,000 - $150,000 per yearVice-President, OperationsLocation: This position will be based out of our Toronto or Winnipeg office.Our organization:Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent...
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Vice-president, Advisor Marketing
2 days ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Vice-President, Advisor Marketing** **Location**:This position will be based out of our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...
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Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time $120,000 - $180,000 per yearAssociate Vice-President, Product, Investment Advisor SolutionsLocation:This in-office position will be based out of our Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus...
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Associate Vice-president, Audit
1 week ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Associate Vice-President, Audit & Conduct** **Location**:This position will be based out of our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group...
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Vice President, Marketing
3 weeks ago
Toronto, Canada Nicola Wealth Full timeVice President, Marketing & Communications Join to apply for the Vice President, Marketing & Communications role at Nicola Wealth About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our...
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Vice President, Marketing
3 weeks ago
Toronto, Canada Nicola Wealth Full timeVice President, Marketing & Communications Join to apply for the Vice President, Marketing & Communications role at Nicola Wealth About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our...
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Vice President, Marketing
3 weeks ago
Toronto, Canada Nicola Wealth Full timeVice President, Marketing & Communications Join to apply for the Vice President, Marketing & Communications role at Nicola Wealth About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our...