Relationship Manager

5 months ago

Toronto, 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 St, 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 inn

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