Director, Correspondent Sales and Relationship Management Lead
2 weeks ago
Aviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.
Key Responsibilities- Lead a team of sales professionals to achieve sales goals and profit targets in alignment with the division's business plan.
- Develop and implement sales strategies to drive growth and expand the client base.
- Establish and maintain relationships with prospects to grow new business opportunities.
- Manage and support a team that is focused on value-added solutions and reporting that meet and exceed our partners' expectations.
- Delegate effectively and prudently to ensure all skills and resources are leveraged to the best capacity and provide opportunities for learning and career growth.
- Monitor sales performance metrics, analyze data, and provide actionable insights to optimize sales and drive continuous improvement.
- Collaborate with internal stakeholders to align sales initiatives with broader organizational goals and ensure seamless execution.
- University degree preferred.
- 10-15 years of experience in a sales role with financial and brokerage industry knowledge.
- Completion of CSC and CPH.
- 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.
- Experience with establishing KPIs to ensure SLAs are met and exceeded.
- Excellent communication skills, both written and verbal, with the ability to present information to different audiences.
- Excellent interpersonal skills to establish and maintain relationships both externally and internally.
- Advanced problem-solving and analytical skills with the insight to proactively provide solutions to our Correspondent partners.
- Strong organizational skills and the ability to coordinate multiple projects/events simultaneously.
- Fluent communication skills in English are required, and bilingual skills in French are an asset.
Aviso Wealth Inc is a leading wealth management and investment services provider for the Canadian financial industry. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. 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 partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
We offer a competitive compensation package that rewards and recognizes individual contributions, excellent health, dental, and insurance benefits, generous vacation time, fitness benefits, parental leave top-up options, matching contributions to our retirement program, commitment to the continuous improvement of our staff through learning and development, and an education assistance program. We welcome and encourage 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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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:This is a key leadership position that requires a strong sales and relationship management background, with a...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:This is a key leadership position that requires a strong sales and relationship management background, with a...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso 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...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso 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...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a seasoned sales professional to lead our Correspondent and Institutional team as a Director, Correspondent Sales and Relationship Management. As a key member of our leadership team, you will be responsible for driving growth, delivering exceptional partner experience, and meeting sales goals and profit targets.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a seasoned sales professional to lead our Correspondent and Institutional team as a Director, Correspondent Sales and Relationship Management. As a key member of our leadership team, you will be responsible for driving growth, delivering exceptional partner experience, and meeting sales goals and profit targets.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to join a dynamic organization that values innovation, partnership, and community.Key ResponsibilitiesDevelop and execute sales strategies to drive growth...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to join a dynamic organization that values innovation, partnership, and community.Key ResponsibilitiesDevelop and execute sales strategies to drive growth...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to drive growth, deliver exceptional partner experience, and make a meaningful impact on our organization.Key ResponsibilitiesLead a high-performing team...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to drive growth, deliver exceptional partner experience, and make a meaningful impact on our organization.Key ResponsibilitiesLead a high-performing team...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
