Senior Prestige Relationship Manager

Job Description:

Prestige Relationship Managers offer fully accountable, full-circle issue resolution to our firm’s top advisors focusing on One-on-One relationships with firms Top Advisors.

Key Accountabilities:

• Develop and maintain relationships with Advisors by:

• Acting as the main point of contact for Advisor questions or concerns.

• Proactively communicating with Advisors, with a goal to identify and resolve issues before escalation is necessary.

• Encouraging daily communication with each Advisor group and making genuine effort to know each team member and their roles.

• Building a customized support plan for each Advisor, which could include special projects requiring effort and attention beyond the RM’s daily duties.

These projects may include:

• Training / Systems, Policy, Procedures & Best Practices:

• Prestige Advisors and their staff

• Onboarding of new Prestige Advisors

• Temporarily providing Prestige support to new non-Prestige Advisors, as needed.

• Group training sessions outside of normal Prestige duties, as required

• Assisting in “Sale of Book” or “Purchase of Book” events.

• Coordinating with internal or external subject matter experts to identify strategies to help Advisors grow and increase the quality of their practice. This could include working with experts in Financial Planning, Marketing or Social Media, Insurance, Compliance, etc.

• Maintaining the highest level of customer service and professionalism

• Develop and maintain relationships with other internal departments by:

• Having in-depth knowledge of internal department functions and work flow.

• Communicating effectively and fostering teamwork and goodwill between internal departments.

• Working collaboratively with Branch Managers and Regional Vice-Presidents to fully research and understand the unique business needs of each Advisor.

• Providing timely feedback on Prestige Advisors to Senior Management.

• Ensuring Prestige SLAs and standards of communication are adhered to.

• Contribute to the effective functioning of the Prestige Services team by:

• Building effective working relationships across the Prestige team and with internal departments.

• Facilitating a culture of open and honest communication.

• Actively participating and contributing to team meetings.

• Encouraging the generation of new ideas and approaches.

• Actively sharing knowledge and experience to enhance the development of all team members.

• Continuously seeking continuing education opportunities through internal or external courses.

Qualifications:

• Minimum 7-10 years of industry experience, with a strong client-service or Advisor Service focus.

• Very good Financial Services Background

• Ability to deal with ongoing aggressive deadlines and to meet theses deadlines within established time frames, with little control over the volume of work.

• Excellent customer service and verbal and written communication skills.

• Bilingual (English/French) is required.

• Experience with NBIN systems and policies is an asset.

Working Conditions:

• Standard office environment & remotely (WFA).

• Occasional non-standard work hours.

• Some travel will be required to visit with the Advisors and their teams at their place of business. Where possible, Senior HNW Prestige Relationship Managers will be assigned Advisors in their local areas, but some travel across Canada may be required.