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Director, Sales and Business Development
2 months ago
We are seeking a highly skilled and experienced Director, Sales and Business Development to join our Correspondent & Institutional team at Aviso Wealth. As a key member of our leadership team, you will be responsible for leading a high-performing sales team focused on driving business growth and delivering exceptional partner experience.
Key Responsibilities- Develop and execute sales strategies to drive business growth and meet sales goals and profit targets in alignment with the division's business plan.
- Lead a high-performing sales team, providing guidance, coaching, and motivation to ensure peak performance and achieve organizational goals.
- Establish and maintain relationships with prospects and clients to grow new business opportunities and expand existing partnerships.
- Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop approaches to expand the client base.
- Manage and support a team focused on delivering value-added solutions and reporting that meet and exceed partner expectations.
- 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.
- 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. Our partners depend on Aviso Wealth for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
