Correspondent Relationship Manager
1 month ago
We are seeking a highly skilled and experienced professional to join our Correspondent & Institutional team as a Director, Sales and Business Development. This is an exciting opportunity to lead 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 expand the client base and drive revenue growth.
- Establish and maintain relationships with prospects to grow new business opportunities.
- Manage and support a team that is focused on delivering 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.
- Minimum 5 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 an ability to coordinate multiple projects/events simultaneously.
- Fluent communication skills in English are required, and bilingual skills in French are an asset.
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental, and insurance benefits to meet the diverse needs of our employees.
- Generous vacation time, fitness benefit, 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.
- Regular social events to foster teamwork.
Aviso Wealth 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.
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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. This is an exciting opportunity for a seasoned professional to lead a high-performing team and drive growth in our correspondent sales and relationship management business.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 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 Role:We are seeking a highly skilled Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key Responsibilities:Collaborate with senior...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing sales team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing sales team focused on driving growth and delivering exceptional partner experience.Key...
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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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Toronto, Ontario, Canada Aviso Wealth Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAbout the Role:Aviso 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...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly skilled Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key Responsibilities:Collaborate with senior...
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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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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are 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 RoleWe are 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 timeJob Title: Director, Correspondent Sales and Relationship ManagementAbout the Role:We are 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...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the OpportunityWe are seeking a seasoned Sales Director to join our Correspondent & Institutional team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a high-performing team focused on driving sales growth and delivering...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the OpportunityWe are seeking a seasoned Sales Director to join our Correspondent & Institutional team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a high-performing team focused on driving sales growth and delivering...
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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. This is an exciting opportunity to lead a high-performing team focused on driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a team of sales...
