Description
Manager, Partner Success Reports to: Head of Partner Success
Travel: Regular travel across Canada
Position Overview Reporting to the Head of Partner Success, the Manager will play a key role in supporting new and existing Partners, ensuring they receive exceptional service, guidance and engagement throughout their relationship with Q Wealth.
This position combines hands-on transition support, ongoing Partner relationship management and practice management initiatives. The successful candidate will take ownership of defined responsibilities, contribute to the continued development of the department and demonstrate strong leadership potential.
Key Responsibilities1. Partner Onboarding and Integration- Provide on-site Partner Success support during transitions, in coordination with the Transition Team, which leads transition delivery.
- Help new Partners and their teams become familiar with Q Wealth's broader resources, services and people, connecting them with the right internal teams and support as they settle into the partnership.
- Maintain regular contact with Partners throughout and following their transition, identifying concerns, anticipating needs and connecting them with the appropriate internal teams, including Transitions for transition-related matters.
- Identify opportunities to improve the Partner onboarding and integration experience in collaboration with the Transition Team.
2. Partner Relationships, Engagement and Advocacy - Own ongoing relationships with an assigned group of Partners, serving as a trusted and responsive point of contact.
- Lead regular Partner meetings, proactively identify needs and ensure timely follow-through on commitments.
- Champion the Partner perspective across Q Wealth, helping internal teams understand their needs, concerns and priorities.
- Advocate for Partners by working collaboratively across departments to address challenges, remove barriers and help bring issues to resolution.
- Monitor Partner satisfaction and engagement, identifying opportunities to strengthen the overall Partner experience.
3. Practice Management and Program Development - Work with Partners to identify practice management opportunities, including team effectiveness, operational efficiencies and business growth, partnering with Operations on recommendations that affect Q Wealth processes or systems.
- Help Partners implement practice management recommendations that improve business effectiveness and support long-term success.
- Take ownership of assigned Partner Success programs, from planning and execution through to measuring results.
- Help deliver Q Wealth's Next Generation Program and future Partner development initiatives.
- Coordinate workshops, educational sessions and resources that support Partner growth and engagement.
4. Partner Success Operations and Improvement - Maintain Partner engagement scorecards, reporting and issue tracking to ensure accountability and consistent service.
- Develop and improve Partner Success processes, resources and best practices.
- Identify recurring challenges and recommend practical solutions to improve the Partner experience.
- Provide regular updates and recommendations to the Head of Partner Success.
Accountability and Leadership The Manager will have direct ownership of assigned Partner relationships, Partner Success activities during transitions, engagement activities, reporting and program delivery. The Head of Partner Success will retain responsibility for departmental strategy, senior Partner relationships, major escalations, program direction and overall performance.
The Manager will work independently within established priorities while collaborating closely with the Head of Partner Success and internal teams.
Q Wealth's Transition Team leads operational transition activities, including account openings, asset transfers, systems onboarding, training and transition issue resolution, working with the relevant operational departments. Partner Success complements this work by focusing on the Partner relationship and overall experience.
Qualifications and Experience - Experience in wealth management, financial services, relationship management or practice management.
- Strong interpersonal skills, emotional intelligence and a genuine commitment to exceptional service.
- Demonstrated initiative, accountability, sound judgment and leadership potential.
- Excellent organizational, communication and problem-solving abilities.
- Ability to manage multiple priorities, build trusted relationships and collaborate across departments.
- Comfortable travelling regularly and providing hands-on support during Partner transitions.
- Familiarity with Canadian wealth management and financial advisory practices is an asset.
Measures of Success Success will be measured by Partner satisfaction and engagement, the quality of Partner Success support during transition s , responsiveness and follow-through, successful implementation of practice management recommendations, delivery of assigned programs and measurable improvements to the overall Partner experience.
