Description:
The Senior Manager, Private Wealth Associates plays a pivotal leadership role in the Private Wealth team by guiding, developing, and managing a high-performing group of Wealth Planning Associates (WPAs) and related support roles. This role serves as both a people leader and strategic enabler—responsible for talent development, resource management, performance coaching, recruitment, and enhancing operational effectiveness across Advisor teams.
The Senior Manager, Private Wealth Associates acts as the bridge between Associates and Advisors, ensuring a consistent, supportive, and developmental experience for team members and aligning talent with the business needs of the firm.
This is a hybrid role based in our Vancouver offices.
Core Responsibilities:
- Provide high-touch leadership to a span of :15–20 Associates across levels (AA, WPI, WPA, SWPA).
- Conduct frequent 1:1s (weekly, biweekly, monthly based on tenure) focused on career development, performance coaching, and feedback.
- Manage performance issues with discretion, EQ, and professionalism—often mediating between Associates and Advisors.
- Recruit and onboard Associates; continuously build a candidate pipeline through networking and partnerships with Talent Acquisition.
- Align Associate skillsets with Advisor needs through active resource planning and internal mobility oversight.
- Ensure appropriate staffing levels, succession planning, and transitions for high-performing or underperforming team members.
- Partner closely with the Business Management team to ensure effective roll-out of Private Wealth strategic initiatives
- Participate in strategic planning discussions and implement team-level tactics to support broader business goals.
- Standardize development practices and performance feedback loops.
- Use internal systems such as Reflektiv, SharePoint, Salesforce, and Dayforce to manage team operations and performance records.
Required Skills & Qualifications:
- A minimum of 5 years of leadership experience, ideally in the financial services industry in a client facing role.
- Background in Wealth Planning is highly valued (CFP, CIM, or equivalent) though not required.
- Familiarity with financial planning tools and CRM systems (Salesforce).
- Experience managing professional, career-focused employees and working with senior stakeholders.
- Completion of a Bachelor’s degree in a related discipline.
- History of delivering results in a high performing, service-oriented capacity.
- Must be legally eligible to work in Canada for any employer.