Director, Sales and Relationship Management
2 months ago
Aviso Wealth Inc is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Sales and Relationship Management. This is an exciting opportunity to join a leading wealth management organization and contribute to driving growth and delivering exceptional partner experience.
Key Responsibilities- Lead a high-performing team focused on driving growth and delivering exceptional partner experience.
- Meet sales goals and profit targets in alignment with the division's business plan.
- Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and assist in development approaches to expand the client base.
- Establish, cultivate, 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 not only meet but exceed our partners' expectations.
- Delegate effectively and prudently ensuring all skills and resources are leveraged to the best capacity and provide opportunity for learning and career growth.
- Ensure the team has the appropriate tools for prompt and thorough resolutions of customer issues as well as proactively offering reporting and opportunities for our partners.
- Support marketing efforts through attendance at trade shows, industry events, as well as maintains and expands industry and product knowledge to be relevant and beneficial to clients.
- 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.
- Work closely with the Senior Vice President, Correspondent & Institutional to develop revenue growth forecasts and budgets.
- University Degree preferred.
- 10-15 years 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 plus 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 KPI's to ensure SLA's are not only met but 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 an 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, 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. 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 Wealth Inc for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. 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. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso Wealth Inc is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
This position is posted with an expected salary range of $124,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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