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© All Rights Reserved. ApplyBlast.com
iA Private Wealth
The Client Relationship Manager at iA Financial Group acts as a strategic partner to plan sponsors, providing expert guidance on retirement plans, fostering client loyalty, and enhancing the client experience through relationship management and communication. The role involves collaboration with clients and internal teams to deliver tailored solutions and strategic initiatives.
iA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Private Wealth.
iA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
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