Relationship Manager

7 days ago

Toronto, Ontario, Canada Aviso Wealth Full time

Aviso Wealth:

The Opportunity:

We're looking for a Relationship Manager to join our Correspondence and Institutional team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office.

Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.


Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Correspondent & Institutional (C&I) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience.

The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results.

While working with the team members of C&I and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.


Who you are:

-
Service
  • You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

-
Execution
  • You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

-
Collaboration
  • You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Partner Building & Support_
  • Manage, educate and build relationships with key partners as it relates to operational matters
  • Liaise between internal departments to resolve service issues
  • Works closely with business partners and end users to develop requirements to meet business needs
  • Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges
  • Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction
  • Participate in the development of implementation plans, user documentation and training materials
  • Ensure partners are aware of critical issues that impact their business
  • Assist in preparation of external partner communications
  • Develop and carry out a schedule of outgoing proactive communications
  • Compile, analyze and distribute service level agreement (SLA) reporting
  • Maintain and update operational profiles of assigned partners
  • Project Lead Support_
  • Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships
  • Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service
  • Participate and lead project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
  • Assist in/lead analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives
  • Operational Support_
  • Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
  • Analyze trends to recommend process and/or operational improvements

Requirements:

Your experience and skills:

  • Post-Secondary degree business/management area preferred
  • Canadian Securities Course
  • Conduct Practices Handbook Course is preferred
  • 5 years' experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
  • Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
  • Strong customer service orientation and relationship building skills
  • Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
  • Demonstrates creativity and i

  • Enterprise Regional Sales Manager

    7 days ago

    Toronto, Ontario, Canada Radware Bot Manager Full time

    Enterprise Regional Sales Manager - Toronto What is the job: Prospect for new accounts across all verticals of Financial, Ecommerce, EDU, Gaming and Enterprise Farm the regional base of active customers upselling and crossselling. Manage accounts to maintain a strong relationship with Radware and to keep them constantly appraised of Radware capabilities...

  • Relationship Executive, Relationship Management

    7 days ago

    Toronto, Ontario, Canada CIBC Mellon Full time

    Company Information:CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Relationship Executive, Relationship Management

    7 days ago

    Toronto, Ontario, Canada CIBC Mellon Full time

    Company Information:CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...

  • Relationship Executive, Relationship Management

    7 days ago

    Toronto, Ontario, Canada CIBC Mellon Full time

    Company Information:CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...

  • Relationship Managers

    7 days ago

    Toronto, Ontario, Canada Engaged HR Full time

    Full-time contract position – fully remote within the Kingston/Belleville region The Canada Homestay Network Society is a family-run, non-profit society, that has helped tens of thousands of students find a home away from home in Canada. We connect international students with compassionate and caring families in Canada, creating enriching cultural...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 189047Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Contingent Workforce Management team serves as the centre of excellence for external talent resources at Scotiabank for business line leaders and managers across the globe. We serve to enhance the end user experience by...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario (FSRA) Full time

    FSRA is guided by our vision of financial safety, fairness and choice for Ontarians. We achieve this by public service through dynamic, principles-based and outcomes-focused regulation. FSRA is committed to attracting and retaining exceptional people who bring energy, expertise, and experience.This includes providing a comprehensive total rewards package...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Rabobank Full time

    Our Organization:Rabobank Canada is part Rabobank, a global financial services leader offering wholesale, rural and retail banking services in more than 40 countries worldwide and one of the world's largest banks, with over $650 billion in assets.Founded by Dutch farmers over a century ago, Rabobank remains true to our core mission: to create value for our...

  • Manager, Vendor Relationship

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 162274Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Vendor Management team within the Retail Product Controls & Regulatory Support Internal Controls Organization in Canada ensuring business strategies, plans and initiatives are executed /...

  • Provider Relationship Manager

    7 days ago

    Toronto, Ontario, Canada WCG International Full time

    Job Details Description Who we're looking for Provider Relationship Manager (Employment Services Performance Manager) Program: Employment Ontario Status: Permanent Full-Time Location: Hybrid – working remotely/in office in Toronto, ON Like WCG, you believe in the power of work to transform lives. As a Provider Relationship Manager,...

  • Client Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Cognizant Full time

    Client Relationship ManagerJob summary:Technical Skills Portfolio & Project management (PPM)Domain Skills Wealth Management OperationsShift Day 9AM TO 7PM EDTExperience 18 years to 20 yearsRoles & Responsibilities: Building longterm relationships with key clients. Addressing customer concerns and complaints. Creating sales plans to generate revenue....

  • Relationship Manager, Cash Management

    7 days ago

    Toronto, Ontario, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

  • Vendor Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Moneris Full time

    You will manage the relationship between Moneris and Moneris' hardware vendors and middleware partners. You will lead the strategic direction with these external partners and provide the partner's perspective to influence Moneris' product roadmaps (This includes both current vendors and potential vendors). You will oversee daily communication with Moneris'...

  • Client Relationship Management

    7 days ago

    Toronto, Ontario, Canada Marsh Full time

    Job Description For PostingAs a global leader in insurance broking and risk management, Marsh helps clients succeed by defining, designing, and delivering innovative, industry-specific solutions to effectively manage risk.Marsh is searching for an Associate Client Executive to join our Financial Institutions team.What can you expect?In this dual function...

  • Client Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Cognizant Technology Solutions Full time

    Job summary:Technical Skills Portfolio & Project management (PPM)Domain Skills Wealth Management OperationsShift Day 9AM TO 7PM EDTExperience 18 years to 20 yearsRoles & Responsibilities:Building long-term relationships with key clients.Addressing customer concerns and complaints. Creating sales plans to generate revenue.Establish relationships with key...

  • Client Relationship Manager

    7 days ago

    Toronto, Ontario, Canada Canadian Premier Full time

    RoleReporting to the AVP, Creditor and Affinity and Association, the Client Relationship Manager (CRM) is responsible for the overall client experience, sales and profitability for an assigned client block. In this role, you will interact with plan sponsors, consultants, and other partners to promote our products, tools, and services. You will manage changes...

  • Relationship Manager, Trust

    7 days ago

    Toronto, Ontario, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Relationship Manager

    7 days ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc....