Team Manager, Wealth Management

Job summary

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.

Job details

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

What you’ll do

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.

Benefits

• Bonus
• RRSP

Listed skills

• Customer service · Preferred
• Client Onboarding · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Team Leadership · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• 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

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support