Vp, Partnerships and Business Development, Direct

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a Vice President, Partnerships & Business Development, Direct Investing to join our Direct Investing team.

Reporting to SVP, Head of Direct Investing, the Vice President, Partnerships & Business Developments, Direct Investing will focus on generating and supporting sales within our distribution networks. As ambassador for Direct Investing business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President, Partnerships & Business Development, Direct Investing will enhance existing partner relationships and seek new prospects to build the business. The incumbent is the sales coach and leader of our national Direct Investing sales team. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/clients.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- **Leadership** - You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

**What your day looks like**:

- Drive and seek out new institutional prospects to grow the National Accounts channel, directly bringing in new business
- Provide leadership to the overall business and build strong relationships with Aviso business unit leaders to identify cross-opportunities
- Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies and provide monthly reporting on sales activities and results
- Manage the onboarding process for new partners and provide ongoing support of partner objectives
- Develop a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio
- Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
- Proactive contributions to Aviso’s Direct Investing business initiatives and roadmap
- Establish and build 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 the issue resolutions internally to arrive at desired results
- Work with 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. With the support of our People & Culture team, lead the recruitment, interview process, selection and training of new sales team members
- Promote Aviso’s investment management and insurance offerings as opportunities arise
- Leadership role in the ongoing development of sales materials and presentations
- Involved in special projects as required
- Manage expenses and those of your team members within an approved budget

**Requirements**:
**Your experience and skills**:

- Proven sales leadership as a sales coach/motivator and in the B2B space is an asset
- Minimum 15 years experience as sales leader and in wealth management sector
- Ability to think strategically and execute tactically with brilliance
- Effective negotiator, with the ability to manage complex and critical issue