Wealth & Planning Manager at Beem
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Beem Wealth & Planning
📍 burnaby, metro vancouver regional district, Canada
Job Description
Lead wealth administration and advisory services as Beem Credit Union's Wealth and Planning Manager, focusing on high-net-worth client satisfaction. This role is hybrid, available in the Lower Mainland, Fraser Valley, or Kelowna.
In this strategic position, you will manage a team of wealth administrators, ensuring compliance and operational excellence within the wealth management framework. Your leadership will enhance team performance and client relationships while driving business expansion through strategic initiatives. You will play a pivotal role in shaping the member experience.
Key Responsibilities:
• Mentor and assess wealth administration staff
• Ensure compliance with all relevant regulations
• Execute regional wealth management strategies
• Manage member loyalty and experience practices
• Collaborate on corporate projects and initiatives
Requirements:
• Bachelor's degree in Finance or a related discipline
• Minimum of 5 years in the financial se...
In this strategic position, you will manage a team of wealth administrators, ensuring compliance and operational excellence within the wealth management framework. Your leadership will enhance team performance and client relationships while driving business expansion through strategic initiatives. You will play a pivotal role in shaping the member experience.
Key Responsibilities:
• Mentor and assess wealth administration staff
• Ensure compliance with all relevant regulations
• Execute regional wealth management strategies
• Manage member loyalty and experience practices
• Collaborate on corporate projects and initiatives
Requirements:
• Bachelor's degree in Finance or a related discipline
• Minimum of 5 years in the financial se...