chief executive officer (CEO) - financial, communications and other business services

Scotiabank; Vancouver; On-site; CAD 150,000 - 200,000; Full time

Job summary

A major financial institution is seeking a Managing Director for their Global Family Office group in Vancouver or Calgary. The role focuses on managing Ultra-High Net Worth relationships and providing tailored financial solutions. The ideal candidate will have a proven track record in wealth management and strong client relationship skills. This permanent, full-time position offers a competitive salary and requires an on-site presence.

Qualifications

• Proven track record in managing relationships with Ultra-High Net Worth clients.
• Strong understanding of wealth management strategies.
• Ability to navigate complex organizational structures.

Responsibilities

• Acquire and deepen relationships with UHNW individuals and family offices.
• Manage client pitch preparation and execution.
• Deliver customized financial solutions.

Skills

Client relationship management

Wealth management

Strategic planning

Financial solutions delivery

Job description

Managing Director, Global Family Office Group

Position may be based in Vancouver or Calgary.

As the Managing Director, Global Family Office, your primary focus is the coverage of Ultra-High Net Worth (UHNW) individuals and family offices.

The role involves working closely with senior leadership across Global Wealth Management, Canadian Banking, International Banking and Global Banking & Markets to identify potential clients and enhance cross‑sell opportunities through a coordinated approach that delivers all of Scotiabank's services to our highest value clients.

You will act as a liaison between customers and Bank partners and be responsible for creating and maintaining strategic relationships. You are responsible for executing against a "total wealth" strategy that leads with comprehensive wealth management solutions for UHNW clients. This will involve working across business lines and channels to provide a holistic UHNW client experience that deepens existing relationships and attracts new ones.

You will be involved in creating and managing business plans, development and positioning of the client value proposition, and identifying potential clients via internal and external partners.

You will manage the business in accordance with the goals and objectives to grow assets, revenues and profitability while managing risk, compliance, operational efficiencies, expenses and talent requirements.

Responsibilities

1. Acquire new and deepen existing relationships with Ultra‑High Net Worth individuals and family offices:
   • Grow client base by closing deals in a timely manner.
   • Grow assets under management by obtaining referrals for new clients, and other internal partners / external centers of influence.
   • Achieve growth goals for assigned geographic areas of focus.
   • Ensure specific plans and initiatives are executed/delivered to support the team’s business strategies and objectives.
   • Grow UHNW business by increasing the number of services provided to an increasingly larger client base.
   • Deliver customized financial solutions that extend beyond traditional banking to meet the unique needs of UHNW and family office clients.
   • Deliver a consistent and homogeneous offer to the best clients of the bank while demonstrating seniority to successfully navigate the bank to fulfil client expectations.
   • Strategically influence all areas of the bank to deliver a differentiated value proposition to the UHNW segment and deliver on the value proposition for UHNW clients in the advisory marketplace.
   • Serve as the first point of contact for senior leadership referrals for UHNW Wealth Management solutions.
   • Maintain a deep understanding of the Canadian & global Wealth Management Advisory/Distribution marketplace, strategies, key competitors, their offerings, market positioning, client segmentation, technology trends, etc.
   • In conjunction with the broader team, create and execute an independent UHNW client event hosted in Toronto for principals, family office teams, select chairs of influence, and Scotiabank business partners to generate leads and drive continued growth/revenue.
2. Manage client pitch preparation and execution for potential UHNW individuals and family offices:
   • Identify, secure and manage wealth subject‑matter experts on an interim basis to support the execution of individual client engagements and create total‑wealth management proposals.
   • Oversee the formulation of the pitching strategy, client research, data preparation, marketing materials and presentations.
   • Manage and coordinate key stakeholders as required.
   • Maintain communication across all involved parties.

Job Location & Details

• Location: Vancouver or Calgary, BC
• Work location: On site
• Salary: $48.08 to $144.23 per hour
• Terms of employment: Permanent, full time
• Start date: As soon as possible
• Vacancies: 1
• Source: CareerBeacon #2191041

Advertised until

2025-12-17