Team Manager Wealth Support (Wealth Management)

Location: Vancouver office; hybrid work with a mix of remote and in-office working. Current work authorization for Canada is required.

Salary: CAD 111,000–135,000 total annual cash compensation, including base salary and target discretionary performance bonus.

Company

hirify.global provides investment portfolios and services to individual and institutional investors and focuses on long-term client financial outcomes.

What you will do

• Lead a team of associates while actively participating in day-to-day wealth-support operations.
• Oversee client onboarding, account opening, transfers, advisor support, and investment trade processing.
• Handle escalations and client concerns, investigate root causes, and resolve high-priority issues.
• Improve operational processes, productivity, performance management, and client service delivery.
• Manage risk, regulatory compliance, internal controls, audit requests, and process documentation.
• Coach and mentor staff and collaborate with wealth advisors, custodians, risk, audit, legal, and compliance teams.

Requirements

• University degree in business, commerce, finance, or a related field, or equivalent work experience.
• 5–7 years of relevant wealth management experience.
• Leadership, mentoring, coaching, organization, prioritization, and cross-functional collaboration skills.
• Strong knowledge of wealth management procedures, financial products, and industry operations.
• Ability to work in a fast-paced, evolving environment across multiple channels and workstreams.
• Current authorization to work in Canada is required.

Nice to have

• CIRO registration as a Registered Representative.
• Canadian Securities Course, Conduct and Practices Handbook, and Wealth Management Essentials.
• LLQP, CLU, or CFP designation.
• Experience with Unifide, Broadridge/Dataphile, or Portfolio Aid.
• French language skills.

Culture & Benefits

• Inclusive environment focused on professional growth and development.
• Competitive annual compensation with a discretionary performance bonus.
• RRSP contribution after six months of employment with no employee matching required.
• Commitment to diversity, inclusion, accessibility, and workplace accommodations.