Team Lead Wealth Management

Attendance

Hybrid

Job number

26863

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Aug-2025

Area(s) of interest: Wealth management, Operations

Location(s): Montreal

A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.

NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.

Your role

• Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
• Act as the first point of escalation for Account Managers
• Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
• Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
• Participate in product development and act as a champion for all new applications with internal partners and clients
• Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
• Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
• Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
• Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events

Your team

Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.

We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.

Prerequisites

• Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
• Advanced knowledge of the securities brokerage/service industry in a client contact center environment
• Strong skills in planning and organizing work based on volume, resources, and priorities
• Knowledge of regulatory, operational, and legal aspects of the industry
• Experience in process and operational optimization
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Brokerage

Customer Service

Investments

Leadership

Regulations

Securities Regulation

Teamwork

Wealth Management

Wealth Management Services

Empathy

Initiative

Learning Agility

Resiliency

Effective communication