Job Order Detail

Description

Job Overview (Please visit posting 14020254 for a complete description)

Reporting to the District Vice President, the GM is responsible for providing leadership, direction, and coaching to the managed client sales and service teams and support functions in order to ensure maximum sales and service delivery effectiveness across multiple client offers and to drive growth in business results through the deepening of client relationships.

Job Requirements

- Provide effective leadership, at the Cluster level, to the advisory sales and support team to achieve high performance levels.
- Build a culture emphasizing collaboration in the delivery of highest-quality service and trusted financial advice across multiple client offers.
- Monitor the progress of sales volumes to business/sales plan. Typically the cluster is expected to produce gross revenue of approximately $9.7 million, average Direct Operating Expense budget of $1.7 million and a Funds Managed Growth target of $1 million.
- Establish on-going recruitment efforts to identify and select high potential sales and support candidates for the Cluster while managing FTE count at Plan.
- Establish effective Cluster strategies for deepening the relationship with clients in all offers, while increasing share of wallet, decreasing attrition rates and improving service use count.
- Responsible for the relationship management and effective partnerships in the Cluster to ensure clients are aligned to the appropriate offer.
- Provide leadership to enhance the client experience through embedding the sales and service management methodology to all the employees within the Cluster, ensuring the client is introduced to the right offer and/or partner (e.g. Wood Gundy, CIBC Private Investment Counsel) for their needs.
- Monitor compliance on the financial advice component and ensure all aspects of risk are effectively managed within the Cluster.