Director, Correspondent Sales and Relationship Management Lead
2 months ago
We 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 Responsibilities- 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
- Establish, cultivate, and maintain relationships with prospects to grow new business opportunities
- Manage and support a team that is focused on value-added solutions and reporting that not only meet but exceed our partners' expectations
- Delegate effectively and prudently ensuring all skills and resources are leveraged to the best capacity and provide opportunity for learning and career growth
- Ensure the team has the appropriate tools for prompt and thorough resolutions of customer issues as well as proactively offering reporting and opportunities for our partners
- 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
- Works closely with the Senior Vice President, Correspondent & Institutional to develop revenue growth forecasts and budgets
- University Degree preferred
- 10-15 years 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 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
- Experience with establishing KPI's to ensure SLA's are not only met but 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 an 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 & 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 for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.
-
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. This is an exciting opportunity for a seasoned professional to lead a high-performing team and drive growth in our correspondent sales and relationship management business.Key...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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:This is a key leadership position that requires a strong sales and relationship management background, with a...
-
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:This is a key leadership position that requires a strong sales and relationship management background, with a...
-
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...
-
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...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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. This is an exciting opportunity to lead a high-performing team focused on driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a team of sales...
-
Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAbout the Role:We 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...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly skilled 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 Responsibilities:Collaborate with senior...
-
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the Opportunity:We are seeking a highly skilled Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team at Aviso Wealth.This leadership role will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience. The successful candidate will be...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
Toronto, Ontario, Canada Aviso Wealth Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAbout the Role:Aviso 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 leadership team, you will be responsible for leading a high-performing team focused on...
-
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 leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
-
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly skilled 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 Responsibilities:Collaborate with senior...
