Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
IA
Hybrid Regional Vice President – Advisor Relations
Posted 2 weeks ago
About the role
- Regional Vice President – Advisor Relations in financial services, developing and supporting advisor networks for sustained growth. Building relationships and analyzing practices to facilitate asset retention and compliance.
Responsibilities
- Build and maintain strong business relationships with advisors across the assigned territory;
- Proactively manage a regional territory and conduct frequent in-branch visits;
- Analyze advisors’ practices and recommend continuity and succession strategies;
- Support asset retention and coordinate financing requests and client book transactions;
- Promote company programs, products and tools while ensuring regulatory compliance.
Requirements
- 10 years of experience in financial services, insurance, or advisor relationship management
- Strong relationship-building and interpersonal skills
- Business acumen and understanding of advisor practices
- Strong analytical thinking and decision-making abilities
- Strategic mindset and leadership influence
- Advanced level of English proficiency
Benefits
- Flexible group insurance
- Competitive pension plan
- Share purchase plan
- Vacation program
- Wellness and personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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