President & CEO, Ia Clarington - Toronto, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About iA Clarington

One of Canada's leading investment management companies, iA Clarington _brings clarity, integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of Industrial Alliance Financial Group, and part of our Wealth division, we offer a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, Active ETF Series and socially responsible investments._

Role Overview

Reporting to the EVP, Wealth, as CEO and President, iA Clarington you will act as a core member of the Wealth Leadership team, foster a strong and inclusive work environment where diversity flourishes, be able to articulate and drive the strategic vision, build upon and scale the business' roadmap, and drive a strong brand recognition.

Role Accountabilities

Foster a culture of portfolio management excellence with internal and subadvisory asset management teams.
Drive the strategy of the organization ensuring all our employees are aligned to, and supportive of, our vision and company values.
Embrace a philosophy focused on integrating enhanced technology into the business and service model
Contribute to the recruitment and retention of portfolio management talent at our internal asset management division.
Foster collaborative relationships with sales, marketing, product, operations, finance, legal and compliance leaders.
Develop, recommend and execute a business model for iA Clarington that responds to a changing industry, leverages the indepth knowledge and expertise of inhouse teams, and respects the highly independent nature of iA's advisory partners.
Instill a governance mindset and ensure the appropriate controls and security safeguards are in place
Champion sustainability initiatives that reflect iA Wealth's commitment to ESG goals
Actively contribute to the identification and negotiations with potential M&A opportunities.
Advocate for the value of investment advice and active portfolio management
Represent iA Clarington at external and internal market industry events including media relations.

Key Performance Indicators:

Gross and Net Sales targets and AUM growth:

Asset growth with existing supporters
Net new supporters
Growth of strategic partnerships
Product Development

Drive growth and profitability:

Revenue
Profitability
Efficiency

Job Knowledge/ Work Experience

Substantial experience as a Leader or secondincommand of a national retail fund asset management firm;
Strong understanding of financial services industry and regulatory environment
Established wellrespected relationships within the industry
Strong business acumen and demonstrated proficiency in general business disciplines
Demonstrated capacity to successfully grow profitable AUM, manage the full P&L of a business with at least $10M of revenue; responsibilities should have included business development, sales management, finance, compliance and /or operations.
In depth investment management and advisory distribution experience
Strong adherence to both the spirit and rules of industry regulatory framework
Ability to build internal partnerships and relationships in a team environment
Experience building strategic alliances within a large and complex organization and with external partners.

Education, Certification, or Licences:

University degree, or equivalent experience
Securities Course (CSC)
CFP, CIM, CAIA, MBA and / or CFA preferred

Role Specific Competencies:

Strong sales leadership experience with an advisory, wealth management or retail brokerage firm
Proven track record of delivering a balance scorecard (KPIs) yearoveryear
Strong sense of initiative, innovation and being solutionsdriven and actionoriented
Ability to build strong relationships at all levels
Strong interpersonal and coaching skills
Excellent communication and presentation skills
Customer and resultsfocused
Ability to lead and implement changes
Attention to detail, organizational and followthrough skills

General Competencies:

Business Acumen
Results driven with a sense of urgency
Proactive and resourceful
Networking ability
Effective communication, presentation skill
Ability to adapt to a continuously change in the environment and industry

Leadership Attributes:

Strategic marketer with ability to articulate a vision and be an agent of change
Proven leader with ability to collaborate with the Wealth leadership team and transform business strategies to achieve outstanding results
Transparent, collaborative and innovative approach to managing Investment Advisors
A business leader who has experience with sales but is grounded in strategy
Balancing a strategic mindset with a handson, "roll up your sleeves" entrepreneurial approach
Effective communicator, great influencer across the organization and with customers
Extraordinary team player