Relationship Manager

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity: We’re looking to fill an opening for a Relationship Manager to join our Aviso Correspondent Partners team.

Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Aviso Correspondent Partners (ACP) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience. The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of ACP and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.

Asoneaviso:

We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

What your day looks like: Partner Building & Support

Manage, educate and build relationships with key partners as it relates to operational matters

Liaise between internal departments to resolve service issues

Works closely with business partners and end users to develop requirements to meet business needs

Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges

Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction

Participate in the development of implementation plans, user documentation and training materials

Ensure partners are aware of critical issues that impact their business

Assist in preparation of external partner communications

Develop and carry out a schedule of outgoing proactive communications

Compile, analyze and distribute service level agreement (SLA) reporting

Maintain and update operational profiles of assigned partners

Project Support

Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships

Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service

Participate in project teams for the purpose of implementing improvements to business operations & forecasting and planning processes

Assist in analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives

Operational Support

Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses

Analyze trends to recommend process and/or operational improvements

Your experience and skills:

Post-Secondary degree – business/management area preferred

Canadian Securities Course

Conduct Practices Handbook Course is preferred

5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role

Excellent interpersonal skills with the ability to influence and negotiate conflict resolution

Strong customer service orientation and relationship building skills

Strong organiz