Connor, Clark & Lunn Private Capital Ltd.
Financial Services
AssociateVicePresident,ClientExperience
“Associate Vice President, Client Experience at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client experience, Financial planning, Change leadership. Lead implementation of Conquest software. Integrate Conquest software”
Industry & Context.
Troubleshooting support; Practical execution
What They're Looking For.
Must Have
CFP designation, 10+ years wealth management, 3+ years Conquest software, Financial planning foundation, Client advisory skills, Experience coaching advisors, Proven change management
Nice to Have
Ability to balance strategic thinking, Exceptional communication skills, Interpersonal skills, Ability to influence without authority
What You'll Do.
Lead implementation of Conquest software
Integrate Conquest software
Optimize Conquest software
Collaborate across Sales
Collaborate across Operations
Collaborate across Marketing
Collaborate across Compliance
Collaborate across Technology
Deliver optimized Advisor experience
Deliver optimized client experience
Design Wealth Advisor training
Deliver Wealth Advisor training
Design Wealth Advisor workshops
Deliver Wealth Advisor workshops
Design one-on-one coaching
Deliver one-on-one coaching
Drive adoption of tools
Drive adoption of processes
Support Advisors delivering holistic experience
Support Advisors delivering goals-based experience
Provide ongoing coaching
Provide troubleshooting support
Enable Advisors to refer opportunities
Participate in client meetings
How You'll Work.
Team & Collaboration
Collaborate across Sales; Collaborate across Operations; Collaborate across Marketing; Collaborate across Compliance; Collaborate across Technology
Communication Scope
Exceptional communication; Interpersonal skills
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