Managing Vice President leading Pariveda’s Toronto consulting practice. Driving C - suite relationships, sales, delivery, P&L, and leadership development for a strategy and technology services firm.
About the role
- Regional sales leader coaching Sun Life Global Investments’ Western Canada wealth distribution team. Driving sales targets, team development, and investment-product distribution across Calgary and Vancouver.
Responsibilities
- Manage the Western Canada regional sales team of external and internal wholesalers
- Drive achievement of regional sales targets across a multi-channel distribution strategy
- Provide in-field sales coaching across Western Canada
- Increase productivity in each territory
- Execute the firm’s strategic direction and align the sales team through coaching and business planning
- Achieve assigned regional and territorial gross and net sales targets
- Lead, motivate and coach direct reports in one-to-one and group settings
- Analyze data and reporting
- Monitor industry trends and the competitive landscape
- Network and build industry relationships
- Collaborate with sales, compliance, national accounts, training, marketing and product teams
- Promote Sun Life Global Investments’ value proposition in Western Canada
- Hire, develop and motivate regional sales staff, including Wealth Sales Directors, Wealth Sales Representatives and Wealth Sales Coordinators
- Manage budget and expenses
- Travel frequently across Western Canada
Requirements
- 10 years of experience in a senior management position within the Financial Services industry
- Previous asset management and insured wealth solutions experience
- Prior wholesaling experience recommended
- Proven effective strong leadership and interpersonal skills
- Strong business acumen
- Ability to address issues strategically and execute operationally
- Ability to influence and interact with all levels of the organization
- Deep understanding of cultural and business differences within the Western Region
- In-depth understanding of financial service needs from wealth accumulation through wealth preservation
- Strong knowledge of wealth products and sales processes
- Extensive knowledge of the Wealth Management industry, competitors, products and services, market segmentation and trends
- Proven networking and communication skills with financial advisors
- Strong presentation skills, including use of technology
- Ability to think and respond quickly and adapt to change within a rapidly growing and complex area of personal financial services
- One or more professional designations in financial services recommended, such as MBA, CFA, CFP, or CIM
Benefits
- Hybrid work arrangement with flexibility to work from the office and virtually
- Incentive plans for eligible employees
- Sales incentive plans based on individual or group sales results for certain sales-focused roles
- Accommodation support during the application process
- Diverse and inclusive workplace
- Professional growth and development supported by leaders and colleagues
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