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I was attracted to the wealth management industry because of the opportunity to help advisors build successful practices serving their clients. When you enable advisors with the right tools, technology and information they are better positioned to help their clients achieve their financial goals. In addition to providing the right tools, the way we can achieve great things together is through developing great people. So I strive to empower advisors by:• building out the tools and processes that enable each advisor to perform at the top of their game• sharing best practices to help advisors leverage that experience and knowledge for their business• offering support—mentorship, education or training—so they can continue to deliver great experiences as they expand and grow their businessWe're in a people business so no matter the challenge we're working on, the solution always starts with getting to know someone as a person. You have to listen, care, and understand what's important to them.Delivering on these objectives requires a clear mind, so when I'm not at work I'm often running or playing hockey or basketball. It's a time to reorient my thinking, and focus on what really matters.Specialties include: business transformation | wealth management | executive leadership
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Chief Customer OfficerPurpose UnlimitedToronto, On, Ca -
President, CeoAdvisor Solutions By Purpose Feb 2018 - PresentToronto, Ontario, Ca -
Vice President, Private Wealth Management At Td Wealth ManagementTd May 2015 - Feb 2018Toronto, Ontario, CaResponsible for end-to-end distribution strategy and field transformation of the Wealth High Net Worth business, including Investment Advice. Drive innovation and strategy execution in corporate office and through distributed advisor field force. Develop and execute strategies to improve business process, deliver more consistent client experience and increase practice efficiency. Day-to-day responsibilities include:• leading channel strategy development, advisor marketing, field implementation and training• crafting and executing strategies to improve team development and practice structure in the field• helping to drive advisor practice process efficiencies and team development• defining and implementing strategic initiatives to improve profitability through talent development and operational effectiveness• executing practice management and training initiatives across the wealth organization -
Vice President, Wealth Products At Td Wealth ManagementTd 2013 - 2015Toronto, Ontario, CaDeveloped and led a Pan-Wealth product organization to manage products across multiple lines of business. Responsible for innovation, profitability and day-to-day management of investment, deposit and lending solutions. -
Senior Vice President, Field Growth And OperationsAmeriprise Financial Jul 2010 - Oct 2012Minneapolis, Mn, UsResponsible for the growth and effectiveness of field agents and operations, leading a team of more than 75 and achieving industry-leading advisor retention and productivity growth.• led transformation of 2,000-employee retail advisor business, substantially increasing growth and reducing cost• realigned 150-location real estate portfolio, improved leader effectiveness and implemented programs to increase advisor effectiveness and productivity• managed operations and advisor productivity activities for 8,000 franchise advisors, including training, practice management and franchise rules -
Vice President, Strategy And Business DevelopmentAmeriprise Financial Jan 2004 - Oct 2009Minneapolis, Mn, UsManaged acquisition and integration of 950 advisors. Developed business case for board and executed post-merger integration plan. Retained over 90% of advisors and executed plan to increase advisor productivity and accelerate rate of experienced advisor recruiting.• managed overall plan and timelines to consolidate firms, including leadership design, advisor value proposition, compensation, operations and technology• led enterprise initiative to implement client experience program across 10,000 advisors, resulting in widespread implementation and improved practices -
Senior ManagerAccenture 2002 - 2003Dublin 2, IeLed a team of 30 client and Accenture resources, managing overall project finances. Developed Share Holder Value Analysis for capital markets client. Evaluated client performance against competition and industry averages. Analyzed key drivers of cost, revenue and asset intensity to identify opportunities to improve shareholder value. Managed the implementation of strategic back-office transformation, including financial management and performance measurement. -
ManagerAccenture 2000 - 2002Dublin 2, IeLed team with roles across Operations, IT and Finance departments. Developed business case for leading consumer brokerage, resulting in major investment in operational infrastructure. Developed distribution strategy for insurance company. Created market entry strategy and business plan for consumer eCommerce venture. -
ConsultantEaston Consultants 1995 - 1998Evaluated $1 billion merger and acquisition strategy for leading U.S. marketing information company. Managed team, analyzed business economics, forecasted profitability and presented recommendations to Executive Board. Developed business strategies for office equipment and system manufacturers to compete in eCommerce markets.
Jeff Gans Skills
Jeff Gans Education Details
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University Of Michigan - Stephen M. Ross School Of BusinessMaster Of Business Administration - Mba -
Swarthmore CollegeInternational Relations -
University Of Toronto Schools -
St. Andrews
Frequently Asked Questions about Jeff Gans
What company does Jeff Gans work for?
Jeff Gans works for Purpose Unlimited
What is Jeff Gans's role at the current company?
Jeff Gans's current role is Chief Customer Officer.
What is Jeff Gans's email address?
Jeff Gans's email address is je****@****alth.ca
What is Jeff Gans's direct phone number?
Jeff Gans's direct phone number is +164799*****
What schools did Jeff Gans attend?
Jeff Gans attended University Of Michigan - Stephen M. Ross School Of Business, Swarthmore College, University Of Toronto Schools, St. Andrews.
What skills is Jeff Gans known for?
Jeff Gans has skills like Strategy, Financial Services, Business Development, Wealth Management, Leadership, Management, Business Strategy, Equities, Finance, Portfolio Management, Securities, Strategic Planning.
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