Director, Correspondent Sales and Relationship Management

3 days ago


Old Toronto, Ontario, Canada Aviso Wealth Inc Full time
Job Title: Director, Correspondent Sales and Relationship Management

Aviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.

About the Role:

The successful candidate will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience. Key responsibilities include:

  • Leadership: Lead the team and provide regular direction, guidance, coaching, and motivation to achieve peak performance.
  • Sales Strategy: Collaborate with senior management and stakeholders to define sales strategies, identify market opportunities, and develop approaches to expand the client base.
  • Team Management: Manage and support a team focused on value-added solutions and reporting that meet and exceed partner expectations.
  • Marketing Support: Attend trade shows, industry events, and maintain and expand industry and product knowledge to be relevant and beneficial to clients.
  • Performance Analysis: Monitor sales performance metrics, analyze data, and provide actionable insights to optimize sales and drive continuous improvement.
  • Collaboration: Work closely with internal stakeholders to align sales initiatives with broader organizational goals and ensure seamless execution.
  • Revenue Growth: Develop revenue growth forecasts and budgets in collaboration with the Senior Vice President, Correspondent & Institutional.
Requirements:

The ideal candidate will have:

  • 10-15 years of experience in a sales role with financial and brokerage industry knowledge.
  • Correspondent and Institutional experience dealing with Portfolio Management firms, CIRO & MFDA firms, and other Institutional firms in Canada and the US.
  • Proven relationship management and focus on value-added customer service.
  • Proven experience in sales prospecting and lead development.
  • Demonstrated success in directly leading a high-performing sales team.
  • Strong organizational skills and ability to coordinate multiple projects/events simultaneously.
  • Fluent communication skills in English are required, and bilingual skills in French are an asset.
What We Offer:

Aviso Wealth Inc offers a competitive salary range of $124,000 - $158,000 CAD annually, excellent health, dental, and insurance benefits, matching contributions to our retirement program, and regular social events to foster teamwork.

We are an equal employment opportunity employer and welcome applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.



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