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About the Role

The Vice President, Advisor Platform Management is the business owner responsible for the governance, performance, adoption, and continuous improvement of the firm's advisor technology ecosystem. This role ensures advisor platforms effectively support business objectives, advisor productivity, operational efficiency, regulatory requirements, and client experience expectations.

Responsibilities

Own the overall business strategy, roadmap, and success metrics for existing advisor and client technology platforms.
Works closely with Technology’s Product Owner and Business leaders to identify future needs and pain points to drive improvements/enhancements with the vendors.
Define business requirements for enhancements, integrations, and upgrades that support firm and advisor growth.
Ensure consistency in processes and digital experiences across the advisor ecosystem.
Balance advisor experience, operational efficiency, risk management, and business growth objectives.
Track ROI and adoption metrics to demonstrate business impact.
Own strategic relationships with advisor and client platform vendors.
Lead vendor governance forums, service reviews, and escalation management.
Monitor vendor service performance and operational commitments.
Influence vendor roadmaps and advocate for firm priorities.
Coordinate issue resolution and ongoing vendor accountability.
Govern the ongoing evolution of advisor platforms.
Establish intake and prioritization processes for platform enhancements.
Assess and prioritize business improvements, operational changes, and advisor requests.
Evaluate platform capabilities and identify opportunities to improve advisor experience and business outcomes.
Oversee implementation readiness for new platform capabilities and functionality.
Ensure platform priorities align with strategic business objectives.
Establish governance for platform configurations, workflows, and business rules.
Oversee entitlements, user access frameworks, and permission structures.
Maintain platform documentation and standards.
Partner with Compliance, Operations and Technology teams to ensure appropriate controls are maintained.
Act as the business escalation point for platform-related issues.
Oversee governance and prioritization of production issues and platform enhancements.
Coordinate business impact assessments for platform incidents or operational issues.
Ensure issues are communicated effectively to stakeholders and advisors.
Track recurring issues, trends, advisor impacts, and improvement opportunities.
Maintain visibility of platform risks and remediation activities.
Define and maintain clear business requirements and priorities for integrations across advisor and client technology systems.
Represent the business perspective in integration planning, ensuring solutions enable efficient advisor workflows and client experiences.
Partner with IT and Data teams to ensure that execution aligns with business intent and that integration outcomes support firm goals.
Partner with the Training and Advisor Enablement teams to drive adoption and effective use of advisor platforms.
Provide business direction, messaging, and prioritization for training and communications related to platform updates.
Collaborate on the development of user guides, FAQs, and onboarding materials to simplify platform engagement.
Capture advisor feedback and partner with Training to translate insights into business-driven platform enhancements.
Ensure all platforms and workflows comply with internal policies, data privacy, and regulatory requirements.
Support the firm’s risk management objectives by embedding controls within platform processes.
Partner with Compliance and Risk teams to conduct periodic audits and strengthen governance.
Performing other duties and projects, as assigned.

Requirements

A minimum of 5 years’ experience managing advisor or client technology ecosystems in financial services.
Proven experience in vendor management, governance, and strategic platform ownership.
Demonstrated success in driving adoption, process improvement, and business enablement through technology.
Familiarity with service management tools such as Jira, ServiceNow, or Zendesk
Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Exceptional stakeholder and vendor management skills.
Strong problem-solving and analytical capabilities.
Skilled in communicating complex concepts to non-technical audiences.
Collaborative and highly organized, with a bias toward action and accountability.
Business-level understanding of APIs, integrations, and SSO concepts.
Experience managing platform configuration and release testing.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Strong organizational skills.
A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
Must be legally eligible to work in Canada.
Must be able to travel, anywhere in Canada, 5-20% of the time.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Skills

Vendor management
Governance
Strategic platform ownership
Adoption
Process improvement
Business enablement
Technology
Service management tools (Jira, ServiceNow, Zendesk)
MSOffice suite (Word, Excel, Powerpoint, Teams, Outlook)
Stakeholder management
Problem-solving
Analytical capabilities
Communication
Collaboration
Organization
APIs
Integrations
SSO concepts
Platform configuration
Release testing
Accountability
Reliability
Adaptability
Innovation
Attention to detail
Interpersonal skills
Influencing skills
Critical thinking
Written communication
Verbal communication

Location

Winnipeg
Toronto

Work Type

Onsite

Experience Level

Vice-President
5 years

Education Level

Degree in Business, Information Systems, or related field
PM designation is an asset
CSC and/or CIRE exam completion preferred

Salary/Compensations

$150,000 - $190,000 annually

Benefits

Discretionary bonuses
Other perks and rewards
Health insurance
Accident insurance
Life insurance
Other unique benefits per location

About the Company

Founded in 2017, Wellington-Altus Financial Inc. is one of Canada’s Top Growing Companies.
Parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.
Wellington-Altus Private Wealth is the top-rated investment dealer in Canada.
With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

Equal Opportunity

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.