Drive strategic initiatives at Foyston, Gordon & Payne Inc. as a Senior Leader in Wealth Management, focusing on high-touch client engagement and business development. This executive role requires a proven record in managing High-Net-Worth relationships.
Your position will be pivotal in shaping the direction of FGP's High-Net-Worth platform, where you will leverage your expertise to create integrated client experiences while mentoring a collaborative advisory team. You'll influence strategy and ensure cohesive service delivery.
Key Responsibilities:
• Lead strategic growth for High-Net-Worth business initiatives
• Enhance visibility and credibility in client markets
• Manage pivotal client relationships and guide advisory team
• Spearhead client acquisition and pricing strategy
• Deliver an integrated client experience in investments and planning
Requirements:
• 10–15+ years in wealth management experience
• Established player-coach experience in leadershi...