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The Investment Advisor will focus on client relationship management, business development within the Asian community, and delivering customized investment strategies. Responsibilities include assessing client needs, providing advice, developing long-term relationships, and ensuring compliance with regulatory requirements.

Senior investment leader who enables regional growth by supporting Investment Counsellors and market teams, providing investment and fiduciary expertise, driving business development, overseeing performance and compliance, delivering analytics and reporting, leading change and training, and collaborating across stakeholders to execute strategic initiatives and improve client outcomes.

Leads regional investment strategy, fiduciary oversight, portfolio guidance, regulatory compliance, business development, and growth enablement. Partners with Investment Counsellors and senior leaders to improve prospect conversion, client retention, performance, and investment outcomes. Provides market expertise, reporting and analytics, change management, training, governance, and strategic program leadership while supporting complex client and stakeholder needs.

Manages and grows client relationships by providing customized investment advice, portfolio reviews, financial planning, and wealth management services. Supports lead advisors with prospecting, networking, seminars, business development, client communications, investment research, portfolio creation, and business planning. Ensures compliant sales and service delivery, manages client fees and databases, resolves issues, trains support staff, and identifies opportunities to improve profitability, loyalty, and share of wallet.

Designs and develops accessible, engaging learning and performance solutions across multiple delivery methods. Advises business stakeholders, assesses performance gaps, creates instructional designs, storyboards and edits learning content, and manages curriculum projects within scope, budget and timelines. Leads change management, communication planning, stakeholder alignment, vendor coordination, data analysis and program effectiveness reviews. Requires strong adult learning, instructional design, accessibility, design thinking, authoring tools and communication expertise.

Provide financial and investment planning and advice, sell managed and fee-based products, develop business, support strategic initiatives, produce reports and dashboards, coach team members, ensure compliance, and manage client relationship plans to meet sales and performance targets.

The Senior Relationship Manager oversees business development and client relationship management to drive revenue growth, ensuring compliance and addressing complex client issues. Responsibilities include structuring deals, analyzing market trends, and collaborating across teams to optimize client satisfaction.

Leads enterprise data ingestion and integration for AI, machine learning, Generative AI, analytics, and BI workloads. Designs scalable pipelines for structured, semi-structured, unstructured, and multimodal data; establishes quality, governance, lineage, security, and observability standards; and supports RAG, AI Search, vector retrieval, and MCP capabilities. Partners with technical and business stakeholders, mentors engineers, evaluates emerging technologies, and drives production delivery and continuous improvement in a regulated financial-services environment.

Leads strategic technology sourcing and procurement initiatives, including category strategy, supplier selection, RFI/RFP events, contract negotiations, supplier risk assessment, demand management, and cost reduction. Advises stakeholders, analyzes markets and spend, develops business cases, manages sourcing projects, oversees change initiatives, and monitors supplier and program performance through reports and dashboards. The role requires strong procurement, negotiation, analytical, risk management, and stakeholder influence skills.

Supports Equity Research production through database administration, publishing, reporting, CRM and analytics. The role extracts and manipulates data, develops Global Equity Products reports, investigates data integrity issues, performs financial and business analysis, and provides insights for Capital Markets performance and strategy. It also identifies opportunities to automate reporting and improve database processes while collaborating with Operations, Technology, and business stakeholders.