Vice President, Partnerships and Business

1 week ago

Remote, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a Vice President, Partnerships & Business Development, Online Brokerage & Digital Wealth to join our Online Brokerage & Digital Wealth team.

Reporting to SVP, Head of Online Brokerage and Digital Wealth, the Vice President, Partnerships & Business Developments, Online Brokerage & Digital Wealth will focus on generating and supporting sales within our distribution networks. As ambassador for Digital Wealth business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President, Partnerships & Business Development, Online Brokerage & Digital Wealth will enhance existing partner relationships and seek new prospects to build the business. The incumbent is the sales coach and leader of our national Digital Wealth sales team. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Investor, and our digital advice offering Virtual Wealth to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/clients.

**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
- **Leadership** - You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

**What your day looks like**:

- Drive and seek out new institutional prospects to grow the National Accounts channel
- Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies
- Develop a prospect plan to identify market opportunities for online brokerage and digital advice
- Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
- Proactive contributions to Aviso’s Online Brokerage and Digital Wealth business initiatives and roadmap
- Establish and build relationships with senior leadership of Aviso’s largest partner financial institutions, positioning the benefits of online brokerage and digital wealth to their organization and client base
- Build strong relationships with Aviso business unit leaders to identify cross-opportunities
- Identify partner concerns and related solutions. Lead and manage the issue resolutions internally to arrive at desired results
- Work with Service Center to ensure partner service standards are met
- Champion partner needs for enhancements to digital products and services, and ensure follow-through
- Recruit, train and coach Online Brokerage and Digital Wealth Sales Team. With the support of our People & Client Experience team, lead the recruitment, interview process, selection and training of new sales team members
- Promote Aviso’s investment management and insurance offerings as opportunities arise
- Leadership role in the ongoing development of sales materials and presentations
- Involved in special projects as required
- Manage expenses and those of your team members within an approved budget

**Requirements**:
**Your experience and skills**:

- Proven sales leadership as a sales coach/motivator and in the B2B space is an asset
- Minimum 15 years experience as sales leader and in wealth management sector
- Effective negotiator, with the ability to manage complex and critical issues
- Deep knowledge of wealth management specifically in the areas of online brokerage, digital advice, financial planning and investment management
- Strong business acumen in business development, relationship management, cross functional teams, entr

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