Executive, Client Relationship and Business Development Lead

2 weeks ago


Old Toronto, Canada Aviso Wealth Inc Full time
About the Role

We are seeking an experienced Executive to lead our Client Relationship and Business Development team. This is a key leadership position that will drive growth and deliver exceptional client experiences.

Responsibilities
  • Leadership: You will lead a high-performing team focused on driving business growth and delivering exceptional client experiences.
  • Sales Strategy: Collaborate with senior management to define sales strategies, identify market opportunities, and develop approaches to expand the client base.
  • Team Management: Manage and support a team that delivers value-added solutions and reporting that meet and exceed client expectations.
  • Marketing Efforts: Support marketing efforts through attendance at industry events, maintaining and expanding industry and product knowledge to be relevant and beneficial to clients.
  • Data Analysis: Monitor sales performance metrics, analyze data, and provide actionable insights to optimize sales and drive continuous improvement.
  • Collaboration: Collaborate with internal stakeholders to align sales initiatives with broader organizational goals and ensure seamless execution.
Requirements
  • Experience: 10-15 years in a sales role with financial and brokerage industry knowledge.
  • Credentials: Correspondent and Institutional experience dealing with Portfolio Management firms, CIRO & MFDA firms plus other Institutional firms in Canada and the US.
  • Skills: 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.
What We Offer
  • Compensation: An estimated annual salary of $137,000 CAD.
  • Benefits: 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.


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