Team Manager, Wealth Management
- Vancouver, BC, Canada
Base Salary: $92,000–$113,000 · Full-time
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Job details
- Pay
- Base Salary: $92,000–$113,000
- Job type
- Full-time
- Apply by
- Experience
- 5–7 years of wealth management experience
- Posting language
- English
- Posted
Original job description
Team Manager, Wealth Management
Vancouver, BC
Salary: $92,000–$113,000 + 20% Bonus + RRSP ( Hybrid )
The Opportunity
Our client, a leader in its field is seeking an experienced wealth management professional to join their team in a hands-on leadership capacity.
This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements.
This is an excellent opportunity for someone who enjoys developing people while remaining close to clients and the business.
Key Responsibilities
- Lead, coach and mentor a team of wealth associates
- Oversee client escalations and ensure timely, effective resolution
- Support advisors with client servicing and day-to-day operational requirements
- Manage client and advisor onboarding, including complex transitions involving large numbers of accounts
- Process trades in accordance with client instructions and investment strategies
- Coordinate account openings and transfers with custodians
- Identify opportunities to improve processes, productivity and the client experience
- Liaise with Risk, Audit, Legal and Compliance
- Support internal and external audit requirements
Qualifications
- 5–7 years of wealth management experience
- University degree in Business, Commerce, Finance or a related field
- CSC, CPH and WME
- Proven experience managing teams is a MUST
- Excellent client service and relationship management skills
- Strong knowledge of wealth management products, operations and procedures
- A hands-on approach and willingness to roll up your sleeves when needed
Assets
- CIRO Registered Representative (RR) registration
- LLQP, CLU and/or CFP® designation
Compensation
Base Salary: $92,000–$113,000
Bonus: 20%
Retirement: RRSP
If you are an experienced wealth management professional looking to combine your people management, client service and hands-on operations, we welcome your application.
Please forward a resume to Martha Orr morr@deangroup.ca
More about this job
Responsibilities
Lead, coach, and mentor wealth associates while supporting advisors and resolving client escalations. Oversee onboarding, servicing, trading, account transfers, operational requirements, audit coordination, and process improvements.
Requirements
Requires 5–7 years of wealth management experience, a university degree in business, commerce, finance, or a related field, and CSC, CPH, and WME credentials. Proven team management experience is essential, along with strong client service skills and knowledge of wealth management products and operations; CIRO RR registration and LLQP, CLU, or CFP designations are assets.
Skills
- Team Leadership
- Coaching And Mentoring
- Client Service
- Relationship Management
- Wealth Management
- Client Onboarding
- Advisor Support
- Trade Processing
- Account Openings And Transfers
- Client Escalation Resolution
- Operational Management
- Process Improvement
- Risk Management
- Audit Support
- Compliance
Benefits
- Bonus
- RRSP
Visa sponsorship
Not detected in the job text
Hiring contact
Martha Orr
Hiring contact email
morr@deangroup.ca
Categories
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- Wealth Management
- Team Leadership
- Wealth Associates
- Client Service
- Relationship Management
- Client Onboarding
- Advisor Support
- Trade Processing
- Investment Strategies
- Account Openings
- Account Transfers
- Custodians
- Client Escalations
- Operational Management
- Process Improvement
- Client Experience
- Risk
- Audit
- Legal
- Compliance
- CSC
- CPH
- WME
- CIRO Registered Representative
- LLQP
- CLU
- CFP