Director, Transitions & Operations

Q Wealth is growing, and we’re looking for an operations leader who wants to shape how that growth happens. In this role, you’ll own the transition of new partners to Q Wealth from end to end. That means planning their move before they join, building the training program that gets their teams up and running, and improving the operational experience across the firm. It’s a role with real scope and a clear path to expand your impact as an operations leader. We also believe meaningful, challenging work shouldn’t come at the expense of the rest of your life, so you’ll have the flexibility and support to do well both professionally and personally.

Transition Planning

• Partner with Business Development on the partner recruiting pipeline, engaging before a partner joins Q Wealth to assess transition timing, complexity, and resourcing.
• Assess bespoke requirements for each new partner and recommend solutions to the Chief Operating Officer.
• Lead transition capacity planning with the Chief Operating Officer and Executive Team against the Business Development pipeline.
• Oversee a weekly recap of all active transitions for designated stakeholders. Leverage AI tools to build weekly reporting, key statistics, and visuals that keep partners informed throughout transitions.
• Review and elevate client communication materials during transitions, ensuring alignment with compliance standards.
• Oversee compliance, engineering, marketing, investment operations, IT support and core portfolio management teams on both ad-hoc and ongoing deliverables throughout the transition process.
• Oversee weekly data collection for transitions when applicable, including client consent gathering and coordination with Engineering

Transition Oversight

• Direct and develop the Manager, Transitions, who reports to the Director and oversees the Toronto-based Transitions team, including mentoring the Manager in people leadership skills.
• Maintain and enhance transition standards, processes, and onboarding guides for Q Wealth.
• Be accountable for the execution of each partner transition, including approving transition plans and ensuring transitions are completed within established service levels.
• Serve as the senior escalation point for new partner issues during transition and for client service issues during the client onboarding experience.
• Shape the structure and growth of the Transitions team, supporting the Manager, Transition’s hiring, training and development activities.
• Build strategic relationships with custodians to support efficient, accurate partner and client transitions.

Transition Training Program

• In conjunction with the Director, Advisor Support, lead the development of Q Wealth’s transition training program for new partners and their teams, including program structure, learning paths, and the sequence in which they are trained across Q Wealth systems and processes, giving each transitioning partner and their team a single starting point.
• Own the partner training delivery strategy, balancing hands-on and self-directed formats, and build a scalable delivery model by delivering sessions directly, engaging internal subject matter experts as appropriate, and cross-training individuals to deliver training sessions.
• Establish follow-up and reinforcement training during integration so that training is retained by the time partners reach business as usual.
• Partner with the Director, Communications who is responsible for creating training content and Knowledge Base materials
• Measure training effectiveness through completion, adoption, and partner feedback, share content gaps with Communications, and use the results to improve the program.
• Track training completion and maintain training records for each transitioning partner and their team.
• Define the criteria for when a partner has reached business as usual and own the handoff to the Client Services and Core Admin teams.

Senior Operational Leadership

• Represent the business voice of Transitions and new partner training on the Q Central product roadmap, including Data Collection, Onboarding, DocuSign, NBIN STP, Transfer Management, etc.
• Partner with Engineering on data migration strategy for new partners and set quality expectations for features that affect Transitions.
• Participate in key senior operational workstreams, including the weekly Tech/Ops meetings.
• Serve as a key resource for Q Wealth's in-person Admin Conferences, currently held twice a year in Calgary and Toronto.
• Provide input and subject matter expertise on operational projects as they arise.

Other Duties

The Employee will perform other duties consistent with the position as reasonably assigned by Q Wealth from time to time.