Vivek Jolly Thanangattu
Senior Manager - Strategic Partnerships @Worldsource Wealth Management
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WORK HISTORY
Senior Manager - Strategic Partnerships @Worldsource Wealth Management
Vancouver, BC, CA
EDUCATION
United States International University - Africa
International Business Administration, Marketing and Finance
Royal Roads University
Master's degree, Global Management
SKILLS
ABOUT VIVEK JOLLY THANANGATTU
I am a Relationship Manager specializing in Strategic Partnerships within Wealth and Investment Management, with experience managing both advisor-led and institutional relationships.At Worldsource Wealth Management, I support and grow a focused portfolio of strategic partners, including advisor firms and an institutional relationship with multi-billion-dollar AUM exposure. My role sits at the intersection of relationship management, distribution support, and cross-functional execution, ensuring partnerships are structured, aligned, and scalable.Previously at Coast Capital Savings, I developed a strong foundation in investment planning, mortgage structuring, and financial education—experience that continues to inform a holistic, client-first approach to partnership management.I am particularly effective in environments that value- Long-term relationship building over transactional wins- Clear ownership and accountability- Collaboration across product, operations, and leadership teamsCurrently completing the Certified Associate in Project Management (CAPM) to further strengthen execution, planning, and delivery across partnership initiatives.
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