Vice President, Partnerships

1 month ago

Old Toronto, Ontario, Canada Aviso Wealth Inc Full time

About the Role:

We are seeking a seasoned sales leader to join our Direct Investing team as Vice President, Partnerships & Business Development. In this role, you will be responsible for generating and supporting sales within our distribution networks, building long-lasting relationships with partners, and driving business growth.

Key Responsibilities:

  • Lead a team of sales specialists and provide coaching, guidance, and motivation to achieve peak performance.
  • Develop and execute a comprehensive sales plan to meet and exceed sales targets, consistent with Aviso's overall business strategies.
  • Build strong relationships with Aviso business unit leaders to identify cross-opportunities and drive business growth.
  • Manage the onboarding process for new partners and provide ongoing support to meet their objectives.
  • Develop 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 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.
  • Champion partner needs for enhancements to digital products and services, and ensure follow-through.
  • 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.

Requirements:

  • Proven sales leadership experience with a track record of success in the B2B space.
  • Minimum 15 years of experience as a sales leader in the wealth management sector.
  • Strong knowledge of sales management and coaching principles.
  • 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.
  • Successful at building long-lasting respected relationships with senior leaders.
  • Demonstrated 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.

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