Jobs at Nicola Wealth

Provides administrative, transactional, and processing support for wealth management operations, including new accounts, client services, reporting, and estate settlements. Responsibilities include preparing client documentation, processing custodian-platform transactions, coordinating with custodians and internal teams, maintaining Salesforce records, tracking estate requirements, and supporting process improvements. The role requires strong organization, attention to detail, communication, collaboration, and proficiency with Microsoft Office and financial services systems.

Leads institutional sales, business development, and client relationship management for Nicola Institutional. The role develops growth strategies, builds and manages prospect pipelines, secures new institutional clients and assets under management, deepens existing relationships, delivers pitches and investment solutions, and coordinates with investment and internal teams. Responsibilities also include Salesforce tracking, sales operations, reporting, marketing collateral, compliance, market representation, and participation in conferences and client events.

Owns Nicola Wealth’s growth marketing and demand-generation engine, including the full digital funnel, paid and organic acquisition, CRO, landing pages, lead nurturing, lifecycle email, marketing automation, CRM integration, attribution, and reporting. Leads marketing technology, customer lifecycle marketing, AI-search visibility strategies, and a team of employees, agencies, and vendors while partnering with Sales, Content, Brand, and Compliance to drive qualified pipeline, revenue, retention, and measurable marketing ROI.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.