Vice President, Wealth Management
1 month ago
**Position Overview**:
**Company**:CGL
**Number of Positions**: 1
**Language**: Bilingualism in English and French is an asset.
**Work Model**:Hybrid
**Alternate Title**: n/a
**Additional Information**:
**The Opportunity**:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our Wealth Management team aspires to be a leader in providing an optimized experience for our clients. We champion a customer centric culture focused on building key capabilities to drive client growth and retention and expansion of our business footprint as leaders in the co-operative community. We provide solutions to create value and efficiencies for our clients, employees, and communities. Our success is driven by our skilled and diverse team who are passionate about excellence.
The Vice President Wealth Management is a new leadership role focused on the strategic development and coordination of Co-operators practice management, wholesaling, market-positioning, distribution and mutual fund technology. You will define and execute on the strategic vision for wealth management business ensuring acquisition and development of wealth capabilities to build on existing tools and talent with successful delivery of key success metrics. As a key member of the distribution management leadership team you will collaborate with business leaders across the organization.
**How you will create impact**:
- Build a strategy to drive client growth and retention and expansion with a focus on enhancing capabilities in practice management involving mutual funds, seg funds, annuities, wholesaling, go-to-market tools, distribution, and technology.
- Optimize and manage distribution process, channels and salesforce models for wealth products including development for line of sight on key success metrics ensuring a high-level roadmap to achieving success.
- Influence and integrate Addenda portfolios and build wholesaling expertise to support sales force success.
- Show change leadership fostering cooperation defining the marketing mix, priorites and solutions to support salesforce integration for wealth management insights and outcomes.
- Continuously assess and identify gaps in technology capabilities to increase speed and effectiveness of execution.
- Participate as a key leadership member of the distribution management team developing and executing strategy and collaborating with distribution and manufacturing leaders to develop growth targets ensuring overall profitable growth.
- Develop partnerships and relationships with client organizations, industry associations, vendor partners and distribution sources to build capabilities and understand marketplace challenges and opportunities.
- Lead a management team in establishing challenging targets and objectives. Foster engagement and drive a strong performance-based culture through effective coaching and performance management practices which recognize and reward desired behaviours.
**How you will succeed**:
- You cultivate a client centric culture, drive organizational change, behaviours and champion innovative thinking.
- You foster sustainable relationships with stakeholders to identify strategies, explore broader solutions and collaboratively resolve contentious issues.
- You build trust with employees and business partners and inspire your team through compelling communication.
- You role model the co-operative values, encourage the development of your leaders and build high performing teams to meet the evolving needs of the organization.
**To join our team**:
- 10+ years leadership experience with financial product distribution, mutual fund wholesale and practice management.
- Deep knowledge of the wealth technology environment including industry trends in customer experience and advisor sales support technologies.
- Proven track record of developing and delivering against sustainable strategic plans to successfully drive profitability.
- Post Secondary Degree in Business, Commerce, Finance or Mathematics.
- Mutual Fund License, Life License, CFA, CIM.
**What you need to know**:
- You will lead a multi-location team and travel occasionally.
- As a leader, strict confidentiality is required with respect to sensitive matters and employees’ personal information.
**What’s in it for you?**:
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give
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