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Senior Director, National Accounts
2 months ago
We are seeking a highly experienced and results-driven Senior Director, National Accounts to lead and manage a team of financial advisors and servicing advisors who provide financial planning and investment solutions to employees of our corporate clients.
Key Responsibilities- Team Leadership: Manage and evaluate a team of financial advisors, servicing advisors, and foster an environment of open communication, approachability, and fair and consistent treatment of employees.
- Performance Management: Align performance objectives with department goals and recognition programs that encourage and motivate employees to achieve excellence.
- Client Service: Ensure the highest standards of client service, compliance, and productivity, as well as fostering a culture of collaboration, innovation, and excellence within the team.
- Business Development: Develop and execute strategies to increase the revenue of existing and new national accounts, by leveraging the full spectrum of CI Financial's products and services.
- Relationship Building: Build and maintain strong relationships with key decision makers and influencers within the corporate clients, and position CI Financial as a trusted partner and advisor.
- Market Analysis: Monitor and analyze market trends, competitive intelligence, and client feedback, and provide input and feedback to the product development and marketing teams.
- Education: Bachelor's degree in business, finance, or related field.
- Experience: Minimum 15 years of experience in the financial services industry, with at least 10 years of experience in a leadership role.
- Licenses: Current MFDA and IIROC licenses, or ability to obtain them within 3 months of hire.
- Skills: Strong knowledge of financial planning, investment products, and industry regulations; excellent communication, interpersonal, and presentation skills; proven ability to coach, mentor, and develop high performing teams.
CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
