Director, Correspondent Sales and Relationship Management
5 days ago
Aviso 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 proven track record of 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.
- Manage and support a team that is focused on value-added solutions and reporting that not only meet but exceed our partners' expectations.
- 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.
- 10-15 years in a sales role with financial and brokerage industry knowledge.
- 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.
- 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.
- Excellent health, dental, and insurance benefits to meet the diverse needs of our employees.
- Matching contributions to our retirement program.
- Regular social events to foster teamwork.
Aviso Wealth Inc is an equal opportunity employer and welcomes applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
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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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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc 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 driving growth and delivering exceptional partner experience.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc 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 driving growth and delivering exceptional partner experience.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 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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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a seasoned sales professional to lead our Correspondent and Institutional team as a Director, Correspondent Sales and Relationship Management. As a key member of our leadership team, you will be responsible for driving growth, delivering exceptional partner experience, and meeting sales goals and profit targets.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc is seeking a seasoned sales professional to lead our Correspondent and Institutional team as a Director, Correspondent Sales and Relationship Management. As a key member of our leadership team, you will be responsible for driving growth, delivering exceptional partner experience, and meeting sales goals and profit targets.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc 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 driving growth and delivering exceptional partner experience.Key...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout the RoleAviso Wealth Inc 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 driving growth and delivering exceptional partner experience.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 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 team focused on driving growth and delivering exceptional partner experience.Key...
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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. 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...
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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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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 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...
