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Sara Hilliard joined Q Wealth in 2020 as the Chief Operating Officer and Executive Partner. Sara is instrumental in leading and executing Q Wealth’s operational and technology strategies, overseeing the service delivery and technology teams to support Q Wealth’s growth across Canada. As an industry veteran, Sara began her career at SS&C (formerly DST Systems) in Kansas City leading the outsourced operations for multiple mutual fund companies. Transferring to Luxembourg, Sara’s business model optimization led to significant growth for State Street Bank in Europe. This led to an executive role at IFDS Canada, where she championed product development efforts, resulting in the addition of several fund company clients. Sara’s executive strategic role at iA Wealth focused on the adoption of fee-based and model portfolio solutions culminating in the acquisition of HollisWealth. Before her role at Q Wealth, Sara ventured into the realm of wealth-tech start-ups as a COO.
Talks About #productmanagement #operationaldepartments #staffengagement
Preferred Locations #NorthAmerica