We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
About the Team:
The Private Wealth Team is the very heart of our business. We cultivate and foster intimate, trusting relationships with our clients to ensure we’re providing a truly bespoke, wholistic wealth management experience to our clients.
This team is driven and sets aggressive goals to be the very best in the business. Our client offering is unique in the industry with a focus on advanced planning and diversified asset allocations. We are committed to providing our clients with a bespoke, intimate and high quality.
Purpose of the Role:
The Business Initiatives Manager, Private Wealth is a new dynamic role designed to drive the operational execution of initiatives that deliver on the Private Wealth business plan. Reporting into the Head of Business Management, this role is responsible for strategizing, implementing, and scaling solutions that solve business issues or move the business forward.
Core Responsibilities:
- Contributing to and implementing strategic tactics to achieve organizational objectives.
- Coordinating cross-functional teams to ensure alignment and effective execution.
- Tracking, guiding, monitoring, and reporting of metrics, on all projects and initiatives.
- Adjusting as necessary to projects and initiatives to ensure timely and effective execution.
- Identifying and mitigating risks associated with strategic initiatives.
- Communicating progress and outcomes to key stakeholders.
- Ensuring compliance with relevant regulations and standards.
- Lead and coordinate the activities to execute on initiatives, defining and implementing benefit measurement plans across projects.
- Actively manage dependencies and constraints across projects and initiatives, define mitigation strategies and contingency plans.
- Lead and facilitate discussions with internal stakeholders and act as a liaison to ensure initiative goals meet the needs of stakeholders.
- Project / initiative & change management within the division.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.
Required Skills & Qualifications:
- Excellent interpersonal and relationship management skills to build trust.
- Ability to influence, interact and communicate with all stakeholders at various levels, including senior leadership.
- Knowledge and application of structured program, project, and change management methodologies.
- Ability to lead several process workstreams through explorations, gap analysis, integration planning, execution, and problem solving.
- Ability to operate in a fast-paced change environment and deliver with a sense of urgency.
- Ability to prioritize, manage multiple tasks and handle complex issues in a fast paced, collaborative, and dynamic work environment.
- Demonstrated critical thinking skills and the ability to bring order to unstructured problems.
- Ability to effectively balance ‘big picture’ thinking with a diligent for detail.
- Ability to maintain a calm professionalism and effectively collaborate under pressure.
- Positive, flexible, and open-minded with a hands-on approach.
Additional Skills & Qualifications:
- A minimum of 5 years’ experience in a related field.
- Financial services, wealth or asset management experience is an asset.
- Bachelor's degree in the field of Business Administration, Finance, Information Technology, or a related field.
- Project Management Institute, PgMP or PMP certification an asset.
Compensation & Benefits Package:
This position comes with a base salary range of $100,000 - $130,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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