Guide Meridian's strategic Wealth Management initiatives as Vice President, a hybrid role focusing on AI-driven growth and member relationship enhancement. Drive performance and advisor productivity as you scale Wealth business.
In this pivotal role at Meridian, you will own the Wealth line's P&L, establishing a robust growth strategy while enhancing advisor productivity. Your leadership will foster an inclusive culture, developing future-ready teams and driving operational excellence through technology and data. Engage in transforming and expanding Meridian's Wealth offerings, ensuring impactful member connections while executing a modernized advice model.
Key Responsibilities:
• Drive end-to-end P&L accountability for Wealth
• Execute multi-year strategy for sales performance
• Scale virtual Wealth Advice Centre and improve member experience
• Lead referral-driven commercialization across the organization
• Enhance advisor productivity and grow Wealth assets
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