VP, Client Service Leader

1 month ago

Toronto, Ontario, Canada Aviso Wealth Inc Full time $195,000 - $210,000
About the Role

We are seeking a seasoned sales leader to join our Direct Investing team as a Vice President, Partnerships & Business Development. As a key member of our leadership team, you will be responsible for driving sales growth and developing strategic partnerships with our distribution networks.

Key Responsibilities
  • Develop and execute a comprehensive sales plan to meet and exceed sales targets, aligned with Aviso's overall business strategies
  • Lead and manage the onboarding process for new partners, providing ongoing support to ensure partner objectives are met
  • Identify and pursue new institutional prospects to grow the National Accounts channel, directly bringing in new business
  • Provide leadership to the overall business, building strong relationships with Aviso business unit leaders to identify cross-opportunities
  • Develop and execute a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing and our robo-advice business Qtrade Guided Portfolio
  • Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
  • Proactive contributions to Aviso's Direct Investing business initiatives and roadmap
  • Establish and build relationships with senior leadership of Aviso's largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base
  • Lead and manage the issue resolutions internally to arrive at desired results
  • Champion partner needs for enhancements to digital products and services, and ensure follow-through
  • With the support of our People & Culture 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
  • Minimum 15 years experience as sales leader and in wealth management sector
  • Strong knowledge of sales management and coaching principles with a track record of applying the knowledge
  • Effective negotiator, with the ability to manage complex and critical issues
  • Deep knowledge of wealth management specifically in the areas of online brokerage and robo-advice businesses, financial planning and investment management
  • Strong business acumen in business development, relationship management, cross functional teams, entrepreneurial mindset and a bottom-line orientation
  • Extensive and meaningful relationships within the Canadian investment and wealth management industry particularly amongst credit unions and has strong relationships in the industry
  • Successful at building long-lasting respected relationships with senior leaders
  • Demonstrated and proved experience in developing new business opportunities with potential partner companies and a hunter mentality
  • Proficiency in Salesforce, PowerPoint, Excel and Word
About Aviso Wealth Inc

Aviso Wealth Inc is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

  • VP, Client Service

    1 month ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Job Title: VP, Client ServiceAviso Wealth is seeking a highly skilled and experienced VP, Client Service to join our team. As a key member of our leadership team, you will be responsible for driving business growth and developing strategic partnerships.Key Responsibilities:Develop and execute a comprehensive sales strategy to drive business growth and...

  • VP, Client Service

    1 month ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Job Title: VP, Client ServiceAviso Wealth is seeking a highly skilled and experienced VP, Client Service to join our team. As a key member of our leadership team, you will be responsible for driving business growth and developing strategic partnerships.Key Responsibilities:Develop and execute a comprehensive sales strategy to drive business growth and...

  • VP Sales Leader

    4 weeks ago

    Toronto, Ontario, Canada Insight Technology Full time

    Job Title: VP Sales LeaderInsight Technology is seeking a highly experienced VP Sales Leader to lead our sales efforts in Canada. As a key member of our leadership team, you will be responsible for driving profitable revenue growth and market capture.Key Responsibilities:Develop and execute sales strategies to achieve revenue and gross profit goals.Lead and...

  • VP, Client Management

    4 weeks ago

    Toronto, Ontario, Canada Munich Reinsurance Company of Canada Full time

    Job Title: VP, Client ManagementMunich Reinsurance Company of Canada is seeking a highly skilled and experienced VP, Client Management to join our team. As a key member of our client management team, you will be responsible for generating new business opportunities, maintaining strong relationships with clients, and driving revenue growth.Key...

  • VP, Client Management

    4 weeks ago

    Toronto, Ontario, Canada Munich Reinsurance Company of Canada Full time

    Job Title: VP, Client ManagementMunich Reinsurance Company of Canada is seeking a highly skilled and experienced VP, Client Management to join our team. As a key member of our client management team, you will be responsible for generating new business opportunities, maintaining strong relationships with clients, and driving revenue growth.Key...

  • VP, Client Service Lead

    4 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time $195,000 - $210,000

    Job Title: VP, Client ServiceAviso Wealth is seeking a highly experienced and skilled VP, Client Service to join our team. As a key member of our leadership team, you will be responsible for driving business growth, developing strategic partnerships, and leading a team of sales professionals.Key Responsibilities:Develop and execute a comprehensive sales...

  • VP, Strategic Leader

    1 month ago

    Toronto, Ontario, Canada Edelman Full time

    Lead Strategic Efforts at EdelmanWe're seeking a seasoned VP of Strategy to drive our strategic initiatives and cultivate strong client relationships. As a collaborative leader, you'll develop impactful campaigns, shape the future of the industry, and help build brands that matter.Key Responsibilities:Develop Strategic Plans: Create smart strategies that...

  • VP, Strategic Leader

    1 month ago

    Toronto, Ontario, Canada Edelman Full time

    Lead Strategic Efforts at EdelmanWe're seeking a seasoned VP of Strategy to drive our strategic initiatives and cultivate strong client relationships. As a collaborative leader, you'll develop impactful campaigns, shape the future of the industry, and help build brands that matter.Key Responsibilities:Develop Strategic Plans: Create smart strategies that...

  • VP, Client Management

    1 month ago

    Toronto, Ontario, Canada Munich Reinsurance Company of Canada Full time

    Job Title: VP, Client ManagementMunich Reinsurance Company of Canada is seeking a highly skilled and experienced VP, Client Management to join our team. As a key member of our client management team, you will be responsible for generating new business opportunities, maintaining strong relationships with clients, and driving revenue growth.Key...

  • VP, Client Management

    1 month ago

    Toronto, Ontario, Canada Munich Reinsurance Company of Canada Full time

    Job Title: VP, Client ManagementMunich Reinsurance Company of Canada is seeking a highly skilled and experienced VP, Client Management to join our team. As a key member of our client management team, you will be responsible for generating new business opportunities, maintaining strong relationships with clients, and driving revenue growth.Key...

  • VP/Director of Strategic Leadership

    4 weeks ago

    Old Toronto, Ontario, Canada VP Infrastruktur Full time

    Job Summary:We are seeking a highly experienced and skilled VP/Director to lead our departmental operations and drive strategic growth. The ideal candidate will have a proven track record of success in a leadership role, with expertise in strategic planning, team management, and budget management.Key Responsibilities:Develop and execute a comprehensive...

  • VP, Technology Leader

    2 months ago

    Toronto, Ontario, Canada Citco GSGS Full time

    About CitcoCitco is a leading provider of asset servicing solutions, with a rich history dating back to 1948. We have evolved to become a market leader in our field, serving a diverse range of clients across asset classes and geographies.Job SummaryWe are seeking a highly skilled and experienced VP, Technology to join our Private Equity team. As a key member...

  • VP, Technology Leader

    2 months ago

    Toronto, Ontario, Canada Citco GSGS Full time

    About CitcoCitco is a leading provider of asset servicing solutions, with a rich history dating back to 1948. We have evolved to become a market leader in our field, serving a diverse range of clients across asset classes and geographies.Job SummaryWe are seeking a highly skilled and experienced VP, Technology to join our Private Equity team. As a key member...

  • VP, Technology Leader

    2 months ago

    Toronto, Ontario, Canada Citco GSGS Full time

    About CitcoCitco is a leading provider of asset servicing solutions, with a rich history dating back to 1948. Our organization has evolved significantly over the years, growing from a small company to a global leader in the industry.Job SummaryWe are seeking a highly skilled and experienced VP, Technology to join our Private Equity team. As a key member of...

  • VP, Technology Leader

    2 months ago

    Toronto, Ontario, Canada Citco GSGS Full time

    About CitcoCitco is a leading provider of asset servicing solutions, with a rich history dating back to 1948. Our organization has evolved significantly over the years, growing from a small company to a global leader in the industry.Job SummaryWe are seeking a highly skilled and experienced VP, Technology to join our Private Equity team. As a key member of...

  • VP, Sales Leader

    4 weeks ago

    Toronto, Ontario, Canada Broadridge Full time

    Empower Your Career at BroadridgeWe're a company that's passionate about helping others achieve their goals. If you're looking to develop your career while making a meaningful impact, we'd love to hear from you.The VP of Sales is a critical role that drives revenue growth for our organization. As a key member of our team, you'll be responsible for...

  • VP, Sales Leader

    4 weeks ago

    Toronto, Ontario, Canada Broadridge Full time

    Empower Your Career at BroadridgeWe're a company that's passionate about helping others achieve their goals. If you're looking to develop your career while making a meaningful impact, we'd love to hear from you.The VP of Sales is a critical role that drives revenue growth for our organization. As a key member of our team, you'll be responsible for...

  • VP, Product and External Affairs Leader

    4 weeks ago

    Toronto, Ontario, Canada PUR Full time

    Job Title: VP, Product and External AffairsAt PUR, we are seeking a highly experienced and dynamic leader to join our Product Team as VP, Product and External Affairs. This role will be responsible for leading the development, commercialization, and maintenance of our product suite, while also engaging with global policy, frameworks, and industry initiatives...

  • VP, Information Security Leader

    4 weeks ago

    Toronto, Ontario, Canada Manulife Full time

    Job Title: VP, Information SecurityAbout the Role:We are seeking a highly experienced and skilled VP, Information Security to lead our Information Security Risk Management efforts. As a key member of our team, you will be responsible for delivering enterprise Information Security oversight and challenge, approach across Manulife.Key Responsibilities:Develop...

  • VP, Information Security Leader

    4 weeks ago

    Toronto, Ontario, Canada Manulife Full time

    Job Title: VP, Information SecurityAbout the Role:We are seeking a highly experienced and skilled VP, Information Security to lead our Information Security Risk Management efforts. As a key member of our team, you will be responsible for delivering enterprise Information Security oversight and challenge, approach across Manulife.Key Responsibilities:Develop...