Senior Vice President, Correspondent Services
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About the Company
Prominent financial services firm providing investment, estate & financial planning services Industry Financial Services Type Public Company Founded 2001 Employees 5001-10,000 Specialties
- investments
- estate planning
- and financial planning for individual and institutional clients and corporate issuers.
- financial planning for individual and institutional clients and corporate issuers.
- trusts
- and insurance
About the Role
The Company is in search of a Senior Vice President for Correspondent Services, a pivotal role that demands a seasoned executive with a strategic vision and a proven track record in the financial services sector. The successful candidate will be tasked with leading the business in all aspects, including growth, financial performance, regulatory compliance, and client experience. This leadership position requires a deep understanding of the Canadian investment dealer and wealth management landscape, as well as strong knowledge of regulatory frameworks and a history of driving business development and strategic initiatives. The role also involves building and maintaining executive-level relationships with clients, regulators, and industry partners, and representing the business within the company and the broader Canadian wealth management industry. Applicants for the Senior Vice President, Correspondent Services role at the company should have a minimum of 15 years' progressive leadership experience in wealth management, custody, correspondent clearing, capital markets, or related financial services sectors. The ideal candidate will possess exceptional relationship management, communication, and stakeholder engagement skills, and demonstrate a strong commercial, financial, and operational acumen. A background in business, finance, economics, or a related discipline is required, with advanced professional designations being an asset. The company values a people-first culture and is an equal-opportunity employer, encouraging candidates who are passionate about professional growth and are committed to the continuous evolution of the firm to apply. Hiring Manager Title Chief Operating Officer Functions
- Operations
- Business Development
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