Lead, Member Services Our Calgary client is seeking a Lead, Member Services to join their team. Responsible for enhancing the member community by delivering an exceptional experience from onboarding through ongoing engagement. This role builds trusted relationships with CPAs, CFPs, and internal and external resources, ensuring alignment and collaboration across the network. Working closely with senior leadership, this position plays a key role in driving satisfaction, growth, and long-term success within our member base.

Your Success Will Be Defined By Your Ability To

• Build and maintain strong, trust-based relationships with members and resource partners.
• Organize and participate in regular meetings to provide ongoing strategic support.
• Serve as the main contact for issue escalation and ensure timely resolution.
• Deliver a personalized, seamless onboarding experience for all member types.
• Partner with Learning & Development to integrate effective training into onboarding.
• Facilitate strategic planning sessions to define member goals and growth strategies.
• Collaborate across departments (L&D, Marketing, Communications) to align resources and content.
• Plan and execute key member events such as the Forum and Town Hall sessions.
• Identify and recommend process improvements to enhance member experience and outcomes.
• Model core values, contribute to team collaboration, and actively support continuous learning

Your strengths include:

• CPA designation preferred.
• 5+ years of experience in financial services, financial planning or wealth management.
• Exceptional communication and presentation skills to engage members and stakeholders.
• Proven ability to build strong, trust-based relationships across teams and partners.
• Highly organized with strong project management skills and attention to detail.
• Proficient in Microsoft 365 and familiar with CRM, LMS, and project management tools.
• Experience working with multi-disciplinary professional networks is an asset.
• Leadership experience and willingness to travel as required.

If you are interested in this role and meet the above criteria, please click the “Apply” button to send your resume directly to Ryan Puffalt. Recruitment Partners Inc . is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta’s best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.

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