Senior Partner Success Manager

YouPotential; Toronto; Ibrido; CAD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Q Wealth Partners in Toronto is seeking a Manager, Partner Success to oversee onboarding, integration, and ongoing relationships for our Partner network. This role reports to the Head of Partner Success and combines hands-on transition support with ongoing relationship management and practice development initiatives.

The successful candidate will own assigned Partner relationships, lead regular Partner meetings, advocate for Partners across departments, and help drive improvements in Partner

Competenze

• Experience in wealth management, financial services, relationship management or practice management.
• Strong interpersonal skills, emotional intelligence and a genuine commitment to exceptional service.
• Demonstrated initiative, accountability, sound judgment and leadership potential.
• Excellent organizational, communication and problem-solving abilities.
• Ability to manage multiple priorities and collaborate across departments.
• Willingness to travel regularly to support transitions.
• Familiarity with Canadian wealth management and financial advisory practices is an asset.

Mansioni

• Onboard and integrate new Partner relationships, coordinating with the Transition Team.
• Provide on-site Partner Success support during transitions.
• Guide Partners through Q Wealth's resources and connect with internal teams.
• Maintain regular contact with Partners and identify needs.
• Lead Partner meetings and follow through on commitments.
• Champion Partner perspective across Q Wealth and advocate for Partners across departments.
• Develop and implement practice management recommendations with Operations.
• Manage Partner engagement scorecards and reporting.
• Identify recurring challenges and propose practical solutions.
• Deliver Partner Success programs and Next Generation initiatives.

Conoscenze

Wealth management

Relationship management

Practice management

Emotional intelligence

Leadership potential

Communication

Problem-solving

Travel flexibility

Descrizione del lavoro

Q Wealth Partners in Toronto is seeking a Manager, Partner Success to oversee onboarding, integration, and ongoing relationships for our Partner network. This role reports to the Head of Partner Success and combines hands-on transition support with ongoing relationship management and practice development initiatives.

The successful candidate will own assigned Partner relationships, lead regular Partner meetings, advocate for Partners across departments, and help drive improvements in Partner