Position Overview
Step into a leadership role at Affinity as the Wealth Strategies Team Lead, helping to shape financial success for our members with a focus on community-driven service. This role combines strategic thinking, team leadership, and compliance oversight.
As a leader, you'll guide Wealth professionals in securing the financial futures of our members. You'll oversee compliance and administrative functions while seeking new opportunities to grow the Wealth portfolio. Your collaboration with regional peers will enhance the overall member service experience and strengthen relationships.
Key Responsibilities:
β’ Lead efforts to grow Affinity's Wealth portfolio
β’ Manage compliance for mutual funds and strategies
β’ Supervise administrative tasks related to Wealth Strategies
β’ Partner with peers to improve member service
β’ Create actionable strategies for member-centric sales
Requirements:
β’ Relevant post-secondary education ...