Senior Business Management Associate, Wealth Solutions (WS)

Senior Business Management Associate, Wealth Solutions (WS) -

The Senior Business Management Associate is an integral member of the WS team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the WS team.

How does the role impact the organization?

Reporting to the SVP, Head of Wealth Solution and working directly with the VP, Head Wealth Planning & Tax and the VP, Head Insurance Solutions this individual is a key member of the WS team supporting strategic initiatives and activities related to the delivery of services and solutions by our teams of specialists and business units (including Solus Trust Company, and the Wealth Planning, Tax Consulting, and Insurance Solutions teams). The successful candidate possesses initiative, is detail oriented with strong organizational and technology skills, and the ab...