Visionary Leader

1 month ago


Toronto, Ontario, Canada Nicola Wealth Full time

We are seeking an exceptional leader to drive the growth and development of our Mass Affluent Division at Nicola Wealth.

As Vice President, Mass Affluent, you will be responsible for designing, launching, and leading this new line of business, leveraging your entrepreneurial mindset and strategic vision to drive innovation and excellence.

Key Responsibilities:

  • Conduct market research and competitive analysis to inform strategy and business planning.
  • Create a multi-year strategy, goals, and business plan to reach $2B of AUM by 2028.
  • Establish key performance indicators to track progress and ensure financial performance is accretive to the firm's overall profitability.
  • Oversee division P&L and make strategic decisions to drive growth and profitability.
  • Partner with IT to design and implement technology solutions that drive efficiencies and enhance the client experience.
  • Collaborate with Marketing to develop and launch a branding and marketing platform to reach and engage target clients.
  • Work closely with Advisory Services to ensure a smooth transition for clients and maintain the Nicola Wealth "client first" culture.
  • Build and lead a high-performing team of professionals who share your passion for excellence and client service.

Requirements:

  • 15+ years of experience in Wealth Management and financial services, with a strong track record of business leadership and growth.
  • Excellent communication and interpersonal skills, with the ability to build and maintain trusted relationships with clients, colleagues, and partners.
  • Superior client service orientation, with a deep understanding of the Nicola Wealth client experience and culture.
  • Entrepreneurial mindset, with a drive to build and grow a new business and lead a high-performing team.

Why Nicola Wealth:

We are a values-driven organization that is passionate about delivering exceptional client service and building a strong, collaborative culture. We offer a dynamic and fast-paced work environment that is ideal for professionals who thrive on challenge and opportunity.

About Us:

Nicola Wealth is a leading wealth management firm that offers a comprehensive range of financial services to high net worth individuals and families. We are committed to delivering exceptional client service and building long-term relationships with our clients.



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