Location: This in-office position will be based at our Winnipeg office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2024 Brokerage Report Card.
The opportunity:
Reporting to the Executive Vice-President, Investment Solutions, the Head of Sales & Marketing, iAS is responsible for leading and implementing strategic initiatives to drive iAS business success, growth and brand awareness. The incumbent will draw upon their extensive experience and network to engage new advisors/clients while working closely with the Wellington-Altus marketing team to execute strategy and optimize client satisfaction.
Key responsibilities include:
Representing iAS team and brand with Advisors and their teams.
Cultivating deep business relationships with Advisors and understanding their business needs.
Effectively communicating with Advisors and their teams; iAS products & services, value proposition, business relationships and investment strategies.
Identifying and engaging potential advisors/clients by effectively utilizing and expanding professional networks.
Developing, preparing and leading iAS proposals geared towards accelerating Advisor business growth.
Building professional relationships and enhancing iAS industry visibility with Advisors.
Documenting, communicating, and incorporating Advisor feedback to enhance iAS offerings and support.
Leading ideation, coordination, and implementation of iAS Advisor engagement initiatives and events.
Leading due diligence recruiting meetings for iAS team.
Strategic Initiatives
Promoting and acting as brand champion for iAS with Advisors and their teams.
Developing and leading implementation of marketing & communication strategies to launch and promote new and existing products and services across different mediums, including website, social and traditional media, intranet, and advisor/client materials.
Developing and leading implementation of all iAS Advisor support materials and collateral.
Ensuring marketing strategies align with overall iAS business strategy and brand.
Leadership
Supporting the President in strategic decision-making that aligns with iAS objectives.
Developing, leading, and reporting on the iAS sales objectives, strategy and results to the President, Executive Committee and Boards.
Supporting the President to develop and promote weekly, monthly, and quarterly sales objectives.
Developing and executing strategic and tactical plans to achieve and exceed sales objectives.
Analyzing and assessing sales volume and profit for current/new products and services.
Building and maintaining a collaborative, positive team environment, while monitoring key performance metrics and identifying and leveraging individual strengths.
Performing other duties as assigned.
The ideal candidate will possess:
Post secondary education with a specialization in business, accounting or related field.
MBA is preferred.
Minimum of 10 years of working experience in the wealth management industry and with Advisors.
Minimum of 5+ years of leadership experience working in a high growth environment.
CFA Charter holder is an asset.
Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Exceptional leadership and management skills and ability to work closely and collaboratively with others.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to provide extraordinary service.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Exceptional negotiating skills, demonstrating the ability to effectively advocate for favorable outcomes while building collaborative relationships.
A high tolerance for ambiguity; highly adaptive.
Superior problem-solving and critical thinking skills sufficient to resolve issues and conflicts as they arise.
Meticulous attention to detail and strong analytical skills, with the ability to synthesize information.
Strong organizational and time management skills, with the ability to deal with numerous activities with varying degrees of priority and deadlines.
Strong business acumen and customer/client services and experience.
Conditions of employment:
Must be legally eligible to work in Canada.
Must be able to travel within Canada 25% of the time.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
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