Adam Nowak Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

● Managed multi-asset products with over $1.3B in AUM, aligning with company growth goals and engaging key stakeholders for strategic direction.● Expanded white label/custom fund business, increasing AUM by 40% through strategic leadership over 15 investment strategies leveraging a robust retail and institutional network.● Led Agile teams in launching ETFs, Offering Memorandum and NI 81-102 funds, focusing on regulatory compliance, market positioning, and cross-functional efficiency.● Oversaw investment product lifecycle, from vision to strategic execution, aligning with market trends and ensuring regulatory compliance and transparency.● Led fee-based product pricing modeling resulting in improved revenue dynamics against competitive landscape.● Implemented data-driven review processes for client portfolios, leveraging tech platforms to enhance operational efficiency and sales growth.● Collaborated with C-suite and department heads in a flat structure, driving strategy, competitive analysis, and product success forecasting.

Toronto, Canada Area

● Led comprehensive portfolio research and investment advisor analytics, rigorously adhering to KYP standards and robust risk management protocols. This initiative significantly enhanced advisory capabilities across channels, leading to notable improvements in scalability, product knowledge, and client service excellence.● Strategically designed and optimized model portfolios in sync with Asset Allocation Committee directives, adeptly customizing for a spectrum of risk profiles. This key initiative propelled a marked increase in model portfolio adoption, notably enhancing the efficiency and effectiveness of the financial planning channel.● Developed and distributed educational materials, including marketing one-pagers and articles, and conducted training sessions, enhancing wealth channels’ proficiency in planning and portfolio construction.

161 Bay St. Toronto, On

● Strategically managed the monitoring and selection of Fund Managers, ensuring alignment with performance and investment objectives.● Conducted revenue and opportunity cost analyses for senior leadership, providing pivotal insights for strategic financial decision-making. ● Centralized trading and model management for discretionary portfolio managers.● Streamlined pricing structures and optimized shelf management within Fee-Based platforms, driving operational excellence and profitability.

66 Wellington St. W. Toronto, On

- Supported top-producing discretionary Portfolio Manager in Private Investment Counsel- Employed efficient operational improvements to improve client serviceability for annual reviews and ad-hoc sales support collateral/reporting.- Liaised with back office staff to deliver professional investment service to clients.

2580 Hurontario Street. Missisauga, On. L5B 1N5

- Analyzed customer needs and provided appropriate financial solutions.- Provided investment advice and debt management advice suitable for client financial timeline and goals.- Managing and promoting strong client relationships.

2580 Hurontario Street. Missisauga, On. L5B 1N5

- Met and exceeded quarterly/yearly sales goals.- Provided meaningful financial advice in complex banking environment.- Ensured excellent customer experience for all clients.- Finished fiscal year ranking third in region.

2019 Level Ii Candidate In The Cfa Program

Bachelor’S Degree, Commerce - Finance Specialist, Economics Major

Kinesiology

Activities and Societies: SFSU Intercollegiate Men's Soccer Team, Fall 2010.Kinesiology Program Dean's List.

Psychology, Exercise & Sports Science

Activities and Societies: USF Men's Intercollegiate Soccer Team 2008-2009.