At a Glance
- Tasks: Lead partner transitions and enhance operational experiences at Q Wealth.
- Company: Join a dynamic team at Q Wealth, focused on growth and innovation.
- Benefits: Competitive salary, professional development, and opportunities for leadership.
- Other info: Collaborative environment with a focus on training and development.
- Why this job: Shape the future of partner transitions and make a real impact.
- Qualifications: Experience in operational transitions and strong leadership skills.
The predicted salary is between 121500 - 148500 $ per year.
Lead partner transitions at Q Wealth with expertise in operations leadership, training programs, and cross-functional delivery. This director-level role owns new partner transitions from planning through business-as-usual handoff. You will assess complexity, oversee execution, and improve operational experiences across Q Wealth. The position also leads scalable training for partners and their teams across systems and processes.
Key Responsibilities:
- Assess transition timing, complexity, resourcing, and bespoke partner requirements
- Approve transition plans and maintain established service levels
- Oversee active transition reporting, communications, and data collection
- Direct the Manager, Transitions, and support team development
- Build custodian relationships supporting accurate partner transitions
Requirements:
- Experience leading complex operational transitions
- Strength in planning, process improvement, and stakeholder coordination
- Ability to develop training programs and delivery strategies
- Capability to manage escalations and cross-functional deliverables
- Knowledge of compliance-aligned client communications
Apply operational leadership, transition oversight, and training expertise to help Q Wealth deliver consistent partner integrations.
Director of Partner Transitions in Toronto employer: QWealth Partnership
At Q Wealth, we pride ourselves on being an exceptional employer that empowers our Portfolio Managers to thrive in a supportive and collaborative environment. Located in Saskatoon, our firm offers a unique opportunity to work alongside dedicated Financial Planners and Wealth Advisors, ensuring that you can focus on what you do best—advising clients and managing portfolios. With a commitment to fiduciary principles, integrated relationships, and a clear path for professional growth, Q Wealth is the ideal place for experienced professionals looking to make a meaningful impact in their clients' financial journeys.
