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Team Leadership in Investments at PPI
Job Description
Elevate your career with PPI as a Team Leader in Investments, where you will support independent advisors across Eastern Canada. This role is designed for leaders passionate about mentorship and service excellence.
As Team Leader, you'll be pivotal in supervising the Investments Team, ensuring compliance and prompt execution of segregated fund trades. Work closely with the Manager of National Investments to maintain high service levels and foster team development. Your role will involve both leadership duties and hands-on involvement with day-to-day operations.
Key Responsibilities:
• Directly supervise personnel and enhance team dynamics
• Ensure appropriate backup and manage resources
• Report performance outcomes to leadership teams
• Encourage continuous improvement and professional development
• Manage escalated advisor inquiries and processing issues
Requirements:
• 5-7 years' investment industry background
• Ideal candidates will have relevant indus...
As Team Leader, you'll be pivotal in supervising the Investments Team, ensuring compliance and prompt execution of segregated fund trades. Work closely with the Manager of National Investments to maintain high service levels and foster team development. Your role will involve both leadership duties and hands-on involvement with day-to-day operations.
Key Responsibilities:
• Directly supervise personnel and enhance team dynamics
• Ensure appropriate backup and manage resources
• Report performance outcomes to leadership teams
• Encourage continuous improvement and professional development
• Manage escalated advisor inquiries and processing issues
Requirements:
• 5-7 years' investment industry background
• Ideal candidates will have relevant indus...