Job Description
Join Foyston, Gordon & Payne Inc. as the Head of High-Net-Worth Advisory, curating strategic growth initiatives while enhancing client services. This leadership position is tailored for those with a player-coach mentality.
You will contribute to FGP's prestigious reputation by influencing its High-Net-Worth platform and developing a team adept at delivering comprehensive investment and advisory services. Your ability to foster client relationships and build a collaborative advisory culture will be paramount.
Key Responsibilities:
• Define and execute growth strategy for High-Net-Worth clientele
• Foster marketplace visibility as a senior ambassador
• Cultivate significant client relationships while coaching team members
• Lead discussions on client acquisition and pricing models
• Ensure a seamless client experience across services
Requirements:
• 10–15+ years in relevant wealth management roles
• Successf...
You will contribute to FGP's prestigious reputation by influencing its High-Net-Worth platform and developing a team adept at delivering comprehensive investment and advisory services. Your ability to foster client relationships and build a collaborative advisory culture will be paramount.
Key Responsibilities:
• Define and execute growth strategy for High-Net-Worth clientele
• Foster marketplace visibility as a senior ambassador
• Cultivate significant client relationships while coaching team members
• Lead discussions on client acquisition and pricing models
• Ensure a seamless client experience across services
Requirements:
• 10–15+ years in relevant wealth management roles
• Successf...