Strategic Leadership Role for Financial Services Excellence
5 days ago
A highly rewarding opportunity has emerged for an accomplished leader to spearhead the transformation of a leading financial services organization. This pivotal role demands an individual with exceptional leadership skills, strategic vision, and a deep understanding of the financial services industry.
Key Responsibilities- Sustainable Growth Strategy: Develop and implement a compelling growth strategy aligned with the organization's overall business objectives, focusing on setting standards, expanding channels, and achieving business communication excellence.
- Stakeholder Management: Effectively manage stakeholders across the organization and maintain strong relationships within the industry, including product suppliers, service providers, and outsourced partners.
- Business Management: Lead the business management, governance framework, risk management, and regulatory reporting while capitalizing on opportunities for growth and expansion.
- Service Model Development: Define and influence service models across functions to maintain high client satisfaction, optimize value chain integration, and ensure service delivery meets customer expectations.
- Client Service Excellence: Cultivate a client service excellence culture that fosters rewarding relationships and ensures exceptional client service.
- Leadership Development: Develop and drive a people strategy that fosters a culture of exceptional performance, continuous learning, and cohesion within the organization.
- Culture Enhancement: Protect and enhance the organization's brand and culture by fostering connections with employees and business partners.
- Financial Planning: Ensure efficient day-to-day business operations within regulatory frameworks, developing a sustainable financial model that meets long-term objectives.
- Return on Equity: Manage return on equity and shareholder expectations, while driving sales targets and ensuring the business strategy is adequately budgeted.
- Education: Post-graduate qualification in Finance or Business Management.
- Professional Designation: Professional designation (CA, Attorney, Actuary) is required.
- Preferred Qualifications: Certified Financial Planner (CFP) or Registered Key Individual (KI).
- Experience: 10+ years of experience in the tied agency industry, 5+ years of experience managing tied agencies within financial services, and 5+ years of experience leading the development of a provincial or national network of financial advisers.
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