JOB DESCRIPTION
Business Relationship Manager,
Assante Global Advisor
ISSUE DATE:
INCUMBENT(s):
TBD
REVISION #:
RESPONSIBLE TO:
Ron Sakkal, VP, AGA
APPROVED:
POSITION:
REVISION DATE:
April
2003
PRIMARY OBJECTIVE:
To be involved in the initial stages of design of the new Assante Global Advisors, (‘AGA’)
Business Plan. Plan, organize, direct and control various components of that strategy. Liaise and
follow-up with various departments and maintain open two-way communication with AGA
advisors and their teams.
The position requires strong inter-personal skills as well as the ability to work in a dynamic,
entrepreneurial environment. Functions as a member of the AGA Management Team in assisting
to design and implement Assante’s High Net-Worth distribution strategy.
RESPONSIBILITIES:
Design and Roll-out
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Participate in key strategy formulation discussions
Liaise / follow-up with various departments to ensure shared resources are available and
timelines for delivery on target
Bring forward any issues that put the plan out of ‘green’ status
Build/Maintain momentum on all deliverables including content and quality
Establish the ‘look’ and ‘feel’ of a high-end boutique with the Assante system
Special Projects
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Primary focus will be as a liaison between AGA and Marketing and Branding
Assist VP AGA in establishing “Unique Value Proposition”
Liaise with corporate communications to determine proper launch and media awareness
strategy
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POSITION:
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Maintenance
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Determine the most appropriate course of action to take in dealing with AGA Advisor
inquiries/concerns
Search and implement ‘Best Practices’
Create close partnership with departmental units to ensure tight bi-directional communication
Assist with managing AGA Advisor expectations
Recruiting
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Assist with the development of the AGA recruitment plan
Co-ordinate details of the plan, including tracking & reporting
Assist the VP AGA in recruiting meetings
Undertake responsibility for ‘Royal Tours’
Authorities
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24 hour access to building
signing authority
Qualification Requirements: (mandatory requirements for all incumbents)
Experience
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Preference given to candidates with experience working at Assante
Financial industry experience required
Project management experience preferred
Experience dealing with advisors, as well as corporate employees
Education/Training
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University Education
Marketing experience or degree preferred
Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry
education is required
POSITION:
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Knowledge, Skills, and Abilities
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Self-Starter / Problem Solver / Independent Thinker
Project management / detailed / process orientation
Extensive knowledge of various departments within Assante
Ability to negotiate / liaison between various department with varying levels of authority
Demonstrated analytical abilities
Service oriented – understands the underlying goals of the business not just the stated needs.
Implement strategies to address the long-term needs.
Problem solving – anticipating problems and proactively managing risks which pose a threat
to the success of the program.
Ability to manage relationships
Demonstrated ability to bring in projects on time and on budget
WORKING CONDITIONS:
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Normal office environment