Wealth Management Marketing Jobs

Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.

Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;

Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and

Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;

Knowledge of U.S. income taxation and related issues;

At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and

Private Wealth Management Associate, Vassalo & Associates – Kitchener, ON

Vassalo & Associates Private Wealth Management

Life License Qualification Program (LLQP) or willing to obtain.

Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.

Engage in business development and external marketing strategies.

Identify new business opportunities with high net-worth individuals.

Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)

Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies

Project/Program Management certifications (e.g. PMP and/or PgMP)

Effectively manage IT project deliverables on a large Reporting Wealth Program

Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making

Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution

5 years of marketing campaigns experience, project management skills, and stakeholder management

Manage day-to-day requirements to deliver campaigns on time

Time management & deadlines management: keep teams and partners on track to deliver, with the ability to prioritize effectively.

Experience in banking, Financial industry knowledge/experience

3-5 years of solid experience in marketing

3-5 years of hands-on experience in Microsoft Office including PowerPoint, Excel and Word

5 - 7+ years in the investment management industry (5 yr. Min.)

Solid project management background with demonstrated ability to deliver with efficiency, accuracy and timeliness

Strong oral and written communication skills

Strong interpersonal skills that model corporate core values

Knowledge of Seismic, DOMO Analytics, and MS Project is an asset

The Marketing Manager’s mandate includes:

3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.

Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.

Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.

Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.

Prepare reports and related test results dashboard for various stakeholders including management.

Excellent data analysis skills, organizational, analytical and communication skills.

7+ years of marketing experience in wealth management

Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry

Knowledge of the asset management regulatory environment and guidelines

University graduate (advanced degree or certification a plus)

Demonstrated experience in developing and implementing digital marketing campaigns

Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work

Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.

In-depth / expert knowledge of Wealth Management regulatory requirements.

In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit

In-depth / expert knowledge of the Wealth Management business / product portfolio.

Leads/participates in the design, implementation and management of core business/group processes.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution

Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer

Makes recommendations to Sr. management based upon in-depth understanding of the business group

Minimum 8-10 years of experience in a senior role with similar experience and responsibilities

Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills

University education in Finance, Economics or Commerce specializing in Finance or Wealth

Experience working in a business analysis role in Capital Markets or Wealth Management.

Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank

Quick learner and solutions oriented, ability to escalate issues to management.

Hourly salary of $65 to $85 (based on experience).

A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule

Experience mapping business process flows is required.

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.

You have strong organization and time management skills, and the ability to work independently.

You have the problem-solving skills to go with your maturity, making you adaptable to many situations.

Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.

You have a strong aspiration to build a career in a Wealth Advisory role.

You're a curious, competitive critical thinker who thrives in change and collaborating with others.

As a Change Management Specialist, your experience and qualifications will include:

A minimum of 3 years’ Change Management experience or technical training/learning & development experience.

Exceptional interpersonal, influencing and conflict management skills.

As a Change Management Specialist, your key accountabilities will involve:

Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.

A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.

Support the portfolio specialists and analysts with market and fund data requests from RBC GAM wholesalers and Investment Counsellors

Source articles and craft messaging for weekly charts to support our sales partners

Assist in the production of our Daily Market Update communication using internal web tools

Maintain monthly fixed income reports and other regular reporting as required

Assist with providing product and market-related material and charts and information to marketing and communication as needed

Assist with coordinating conference calls and team meetings as required

You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.

You have strong organization and time management skills, and the ability to work independently.

You have the problem-solving skills to go with your maturity, making you adaptable to many situations.

Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.

You have a strong aspiration to build a career in a Wealth Advisory role.

You’re a curious, competitive critical thinker who thrives in change and collaborating with others.

IG Private Wealth Management - Colbourne Group

Minimum of 5 years of experience in the financial services industry

Life License Qualification Program (LLQP) or willing to obtain

Participate in advanced, ‘High Value’ planning discovery, analysis, and implementation

Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving legacies

Deep-dive into portfolio analysis and build high-performing, tax-efficient, low, fee-transparent investment solutions

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

Domain knowledge of the financial industry - specifically Wealth Management

Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management

Business Consultant - Wealth Management

Experience working on IT projects

Experience with the SDLC cycle and project delivery in Agile Methodology

Strong experience in PPT, and delivering project updates

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)

Ability to develop sales skills, achieve results and elevate to new roles within the department

Strong oral and written communication skills complimented by strong interpersonal skills

Excellent prioritization and organizational skills;

Drive strong sales by providing the Senior Associate timely, accurate and efficient support

Identify and schedule meetings and events for our sales team including logistical details