Associate Vice-President, Platinum Private Portfolios Strategy

Location:

This posting is for an existing vacancy in Wellington-Altus’ Toronto office.

About Independent Advisor Solutions Inc.

Founded in 2024, Independent Advisor Solutions (iAS) is the investment solutions business within Wellington-Altus, focused on delivering innovative portfolio management and investment solutions to advisors and their clients. iAS provides a suite of distinct solutions, including sub-advisory oversight of multi-asset model portfolios, management of exclusive investment funds through strategic collaborations with global managers, and bespoke advisor managed strategies with :$6.5 billion of combined AUM and AUA.

Supported by the strength and resources of Wellington-Altus, iAS combines the stability of a leading Canadian wealth management organization with the agility and entrepreneurial culture of a growth-oriented business. Our team is intentionally lean, highly collaborative, and empowered to make decisions that directly influence business outcomes. Team members are encouraged to challenge convention, pursue innovation, and take ownership of meaningful strategic initiatives.

This is an environment built for builders, innovators, and future leaders.

More information about Independent Advisor Solutions can be found here:

The opportunity:

This role is part of the Independent Advisor Solutions (iAS) team, the investment solutions and asset management business within the Wellington-Altus organization. iAS is a wholly owned subsidiary of Wellington-Altus Financial Inc. and works closely with advisors across Wellington-Altus Private Wealth.

Independent Advisor Solutions (iAS), a subsidiary of Wellington-Altus Financial Inc., is seeking an ambitious, entrepreneurial professional to help shape the future of Platinum Private Portfolios (PPP), our flagship managed account platform. PPP is a core strategic growth initiative for both iAS and Wellington-Altus. It provides advisors with a scalable discretionary portfolio management solution designed to improve client outcomes, strengthen advisor value propositions, and accelerate business growth.

Reporting to the Head of Product, the AVP, PPP Strategy & Platform Growth will play a central role in driving platform growth, advisor adoption, product innovation, and advisor experience enhancement across one of the firm's most important strategic initiatives. The successful candidate will work directly with senior leadership, influence strategic priorities, help shape new platform capabilities, and contribute meaningfully to the future direction of both PPP and the broader iAS business.

Key responsibilities include:

• Platform Strategy & Growth
  • Support the development and execution of the growth strategy for Platinum Private Portfolios.
  • Identify opportunities to increase advisor adoption, platform utilization, and assets under administration.
  • Monitor industry, competitive, and advisor trends to inform strategic direction and platform enhancements.
  • Develop recommendations that strengthen PPP's long-term positioning and growth trajectory.
  • Track and report on platform growth, adoption, and key business metrics.
• Product Innovation & Platform Development
  • Contribute to the evolution of the PPP platform and advisor experience.
  • Help prioritize, develop, and implement new platform capabilities and enhancements.
  • Translate advisor feedback and business objectives into practical, scalable improvements.
  • Partner with Operations, Compliance, Marketing, Investments, Advisor Engagement, and Technology teams to bring new capabilities to market.
  • Identify opportunities to improve platform differentiation and advisor value.
• Advisor Adoption & Business Development
  • Serve as a key PPP subject matter expert supporting advisors and internal stakeholders.
  • Support advisor engagement initiatives that increase PPP awareness, adoption, and utilization.
  • Participate in advisor meetings, presentations, educational sessions, and business development opportunities.
  • Develop practical frameworks and resources that support advisor implementation and ongoing success.
  • Help position PPP as a core component of advisor growth strategies.
• Advisor Experience, Marketing & Innovation
  • Help improve the advisor and client experience across the full PPP lifecycle.
  • Support the development of advisor-facing and client-facing marketing materials and communications.
  • Identify opportunities to simplify processes, improve scalability, and reduce friction.
  • Leverage technology, workflow automation, AI-enabled tools, and agent-based productivity solutions to improve efficiency and service delivery.
  • Contribute to a culture of innovation, continuous imp