As part of the iA Private Wealth Advisor & Client Experience team, the Strategic Initiatives and Client Experience Market Consultant is responsible for leading the research, development, financial management and execution of strategic initiatives primarily focused on growth opportunities. This could include areas of growth in insurance, HNW service offering and estate planning. The role will also be responsible for driving Voice of Advisor and Voice of Client research, insights and opportunities.
In addition, this role will be responsible to provide Wealth business expertise to shape and execute enterprise wide client growth opportunities in partnership with Global Client Experience team and other lines of business.
Wealth Strategic Initiatives
Research and identify business and services opportunities to drive growth in assets, revenue and/or profitability
Develop the business case by defining and measuring OKRs. Ultimately accountable for key results
Proactively engage senior stakeholders to understand business and advisor needs and provide transparency of roadmap and execution progress
Lead multi-disciplinary meetings that drive forward the execution of key strategic projects and programs
Leads and maintains the list of growth opportunities, understanding their strategic and financial impact, and manages the “pipeline” of growth ideas and their prioritization on behalf of senior leadership.
Build and maintain strong working relationships with all sales and corporate leaders including members of senior and executive leadership team.
Act as key liaison between various departments and functions to deliver and execute strategic initiatives
Provide leadership in proactively addressing gaps, risks and opportunities for the business in consultation with senior management and other departments
Responsible for developing Voice of Advisor and Voice of Client initiatives, and providing analysis by combining research findings from different stakeholders to identify trends and forward-looking insights
Business lead on Wealth Insurance transformation project
Lead contact for 3rd party partnerships and strategic relationships related to advisor business growth (estate and trust services, banking services, JD Power, Price Metrix)
Responsible for developing and maintaining business intelligence and reporting solutions to senior management (KPI dashboard, ad hoc reporting)
Wealth Market Consultant (in partnership with Global Client Experience)
Act as the Wealth representative for the iA Global Client Experience (GCX) team, providing expert Wealth industry knowledge to the iA GCX team.
Identify growth opportunities for the Wealth business line as it relates to the iA enterprise strategy
Design, scope and assess growth opportunities, in collaboration with various stakeholders (e.g. product profitability, targeted segments, channels selection, etc.) and get buy in.
Participate in go-to-market and deployment strategies of cross-selling initiatives, in collaboration with delivery teams, and help solve delivery road blocks.
Personal Attributes & Skills
P&L management experience with demonstrated history of driving profitable services/program adoption and growth
Strong problem-solving skills; ability to think strategically and critically in developing solutions to complex problems.
Solid research, market and finance analysis and analytical skills
Effectively communicate and influence with key insights, ideas and strategies, to peers and senior leadership teams in iA Private Wealth and across iAFG as well as external partners in a clear, compelling and concise manner
In-depth knowledge of Wealth (product offer, distribution channels) with strong network, reputation and leadership stills
Strong experience in working and managing multi-disciplinary teams in executing against major project and delivering results
High degree of self-motivation and ownership
Planning and organizational skills with a strong ability to work in a fast-paced environment and manage multiple deadlines and priorities, ability to manage functional programs independently
Robust presentation, documentation and analysis experience
Degree in Business, MBA preferred
Experience in Wealth Management required, particularly at a CIRO dealer member firm
10+ years of strategy, consulting and/or business development experience.
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iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.