Vice President, Partnerships and Business Development, Direct Investing
4 weeks ago
Aviso Wealth is seeking a seasoned professional to join our Direct Investing team as Vice President, Partnerships and Business Development, Direct Investing. This role will be responsible for generating and supporting sales within our distribution networks, building strong relationships with senior leadership of Aviso's largest partner financial institutions, and driving business growth through strategic partnerships.
Key Responsibilities:- Develop and execute a comprehensive sales plan to meet and exceed sales targets, consistent with Aviso's overall business strategies.
- Build and maintain strong relationships with senior leadership of Aviso's largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base.
- Identify partner concerns and related solutions, lead and manage issue resolutions internally to arrive at desired results.
- Work with the Service Center to ensure partner service standards are met.
- Champion partner needs for enhancements to digital products and services, and ensure follow-through.
- Recruit, train, and coach Direct Investing Sales Team.
- Promote Aviso's investment management and insurance offerings as opportunities arise.
- Leadership role in the ongoing development of sales materials and presentations.
- Proven sales leadership experience in the B2B space, with a minimum of 15 years of experience in wealth management.
- Strong knowledge of sales management and coaching principles, with a track record of applying the knowledge.
- Effective negotiator, with the ability to manage complex and critical issues.
- Deep knowledge of wealth management, specifically in the areas of online brokerage and robo-advice businesses, financial planning, and investment management.
- Strong business acumen in business development, relationship management, cross-functional teams, entrepreneurial mindset, and a bottom-line orientation.
- Extensive and meaningful relationships within the Canadian investment and wealth management industry, particularly amongst credit unions.
- Excellent verbal and written communication skills, presentation skills, and interpersonal skills.
- Successful at building long-lasting, respected relationships with senior leaders.
- Demonstrated and proved experience in developing new business opportunities with potential partner companies and a hunter mentality.
- Effective influencer and builds quick credibility with external and internal partners.
- Proficiency in Salesforce, PowerPoint, Excel, and Word.
- Ability to travel.
Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. We are committed to leadership, innovation, partnership, responsibility, and community. Our dynamic and inclusive culture rewards innovation and celebrates success. We offer a competitive compensation package, excellent health and dental benefits, generous vacation time, and a commitment to continuous learning and development.
We welcome and encourage 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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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled Vice President, Partnerships and Business Development, Direct Investing to join our team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving business growth and development through strategic partnerships and business development initiatives.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled Vice President, Partnerships and Business Development, Direct Investing to join our team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving business growth and development through strategic partnerships and business development initiatives.Key...
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