Wealth Management Operations Lead
National Bank of Canada • vancouver, Canada
Role Description
Join National Bank as a Wealth Management Operations Lead. Manage client onboarding, team training, and collaborate with advisors for top-tier services in a hybrid model.
As the Senior Wealth Associate/Operations Manager, you’ll ensure efficient operations while enhancing client satisfaction. This role involves supervising administrative functions, coordinating educational seminars for clients, and leading a team of unlicensed assistants. Your focus will be on providing excellent service and implementing operational strategies that align with overall business objectives.
Key Responsibilities:
• Oversee administrative tasks for smooth client service
• Develop presentations and materials for advisor offerings
• Plan and organize seminars for client engagement
• Supervise onboarding and coaching of new employees
• Assist in developing annual business strategies for advisors
Requirements:
• College or university diploma in relevant field
• At least 5 years of ...
As the Senior Wealth Associate/Operations Manager, you’ll ensure efficient operations while enhancing client satisfaction. This role involves supervising administrative functions, coordinating educational seminars for clients, and leading a team of unlicensed assistants. Your focus will be on providing excellent service and implementing operational strategies that align with overall business objectives.
Key Responsibilities:
• Oversee administrative tasks for smooth client service
• Develop presentations and materials for advisor offerings
• Plan and organize seminars for client engagement
• Supervise onboarding and coaching of new employees
• Assist in developing annual business strategies for advisors
Requirements:
• College or university diploma in relevant field
• At least 5 years of ...