Director, Advisor Relationship Management at Middlefield

Advance your professional journey as the Director of Client Relationship Management with Middlefield Limited, focusing on fostering advisor partnerships through customized support.
You will serve as a strategic advisor, reporting to the Head of Sales. Your role involves deepening client engagement by addressing unique needs and providing insightful, data-driven guidance on investment solutions. Collaborate across multifunctional teams to enhance service delivery and lead junior staff to boost the firm's relationship management framework.
Key Responsibilities:
• Develop tailored strategies for advisor engagement
• Provide expert support across investment offerings
• Collaborate with team leaders across the organization
• Address complex inquiries with professionalism
• Lead and support junior team member development
Requirements:
• Minimum five years in a senior relationship management role
• Thorough understanding of the Canadian wealth ecosystem
• Exce...