Executive Director, Wealth Management Partnerships

3 weeks ago


Toronto, Ontario, Canada Aviso Wealth Full time
Job Summary

We are seeking a seasoned Executive Director to lead our Wealth Management Partnerships team. As a key member of our leadership team, you will be responsible for driving business growth through strategic partnerships and collaborations.

Key Responsibilities
  • Sales Leadership: Oversee the National Sales team, providing direction, guidance, coaching, and motivation to achieve sales goals and territory reassignment.
  • New Business Development: Identify and pursue new institutional prospects to grow the National Accounts channel, directly bringing in new business.
  • Leadership and Relationship Building: Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso's overall business strategies.
  • Partner Management: Manage the onboarding process for new partners and provide ongoing support of partner objectives.
Requirements
  • 15+ years of sales leadership experience in wealth management, with a proven track record of success.
  • Strong knowledge of sales management and coaching principles, with the ability to apply this knowledge effectively.
  • Effective negotiator, able to manage complex and critical issues.
  • Deep knowledge of wealth management, specifically in online brokerage and robo-advice businesses, financial planning, and investment management.
What We Offer
  • Competitive Salary Range: $195,000 - $210,000 CAD annually
  • Excellent Health and Dental Benefits to meet the diverse needs of our employees.
  • Matching Contributions to our retirement program.
  • Commitment to Staff Development through learning & development and an education assistance program.


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