CEO at Tradex Management Inc
Odgers Berndtson • québec, Canada
Role Description
Lead vision and growth as the CEO of Tradex Management Inc, a not-for-profit mutual fund firm in Ottawa. Inspire stakeholders and enhance collaboration within the team to achieve organizational goals.
Tradex is looking for a dynamic leader to spearhead its mission and drive its commitment to client-focused financial services. You will work with the Board of Directors to elevate Tradex's offerings and attract new clients. Successful candidates will have a strong background in business development within the wealth advisory or mutual fund industry.
Key Responsibilities: • Lead Tradex, emphasizing its mission and values • Engage and inspire stakeholders and employees • Foster a collaborative and client-focused culture • Attract clients to facilitate growth and services • Collaborate with the Board on strategic initiatives
Requirements: • Undergraduate degree in business or finance • Experience in client management for wealth advisory • Licensed Canadian investme...
Tradex is looking for a dynamic leader to spearhead its mission and drive its commitment to client-focused financial services. You will work with the Board of Directors to elevate Tradex's offerings and attract new clients. Successful candidates will have a strong background in business development within the wealth advisory or mutual fund industry.
Key Responsibilities: • Lead Tradex, emphasizing its mission and values • Engage and inspire stakeholders and employees • Foster a collaborative and client-focused culture • Attract clients to facilitate growth and services • Collaborate with the Board on strategic initiatives
Requirements: • Undergraduate degree in business or finance • Experience in client management for wealth advisory • Licensed Canadian investme...