Responsibilities:

Strategically: The role holder will contribute to the firm's strategic efforts by leading the strategic direction of the WM business. To do so, the role holder will gather industry knowledge and propose strategic initiatives for the WM business at both ExCo and ManCo level. Such initiatives will take into consideration factors including industry trends, evolution of the regulatory environment, client and prospect feedback, relationship manager feedback, and M&A opportunity.

Commercially: The role holder will serve as the recognized leader of the wealth management (WM) business internally and externally, acting as an ambassador of the firm. In so doing, the role holder will:

- function as the executive oversight for sales efforts across both prospects and existing customers to maximize cross-selling and ensure relationship managers are applying best practices when

engaging in business development and prospect conversion.

- together with the CMO, develop strategies to enhance client engagement as well as new prospecting channels.

- support business development activities by partnering with relationship managers during prospect and client meetings as needed.

- enable the firm to capitalize on the feedback of prospects, clients, and relationship managers by pro-actively channeling it into the firm's marketing activities, investment offering, and WM services so that these remain competitive. The role therefore entails pro-active inter-departmental engagement, particularly with the Investment Office, Finance, Marketing, and BI leads.

- broaden and optimize the interaction with the WM business external network of business partners (e.g., lawyers, trustees, etc) and service providers (e.g., custodians) to better serve the interests of the firm and its clients.

Managerially: The role holder will manage the business planning, P&L, and overall performance of the wealth management business.

This will entail:- pro-actively and collaboratively working on the creation, execution, and oversight of business plans to:

1. achieve WM targets in relation to revenue, profitability, client satisfaction, client servicing, and advisory product penetration.

2. optimize talent management to keep the skills of WM talent up to date and WM resource resilient in the face of changing business needs, employee absences, and employee succession.

3. Reviewing and assessing key WM personnel for performance, compensation, and promotion purposes.

Operationally: The role holder will contribute to the identification and resolution of matters that negatively impact prospecting, on-boarding, and the day-to-day servicing of clients as well as contribute to the optimization thereof. Some of these issues will be addressed in collaboration with internal team members (e.g., process-level or system-level matters) but others may require engagement with external parties e.g., troubleshooting issues with a custodian.

Profile:

- 10+ years of wealth management industry experience

- Entrepreneurially minded, ideally evidenced through prior experience either building or leading a business venture while holding P&L implications

- Prior experience either managing an RM team and/or a client book

- Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.)