Director, Correspondent Sales and Relationship Management

2 days ago

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Aviso Wealth

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Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures: bit.ly/3hcRzPK

501 - 1000

Description

• 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

Requirements

• 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

Benefits

• 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