Director, Practice Management, Corporate Wealth

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Director, Practice Management

WHAT YOU WILL DO

Advisor Onboarding Strategy and Execution

• Design and lead best in class onboarding program for new advisors and teams.
• Ensure a seamless, efficient and positive onboarding experience that accelerates time to productivity.
• Continuously refine onboarding process based on feedback and performance metrics.

Practice Management Framework

• Develop and implement a comprehensive practice management program to support advisor growth and scalability.
• Establish standard best practices across business plan...