Senior Manager, Advisor Relationship Management & Business Development

Title:

Senior Manager, Advisor Relationship Management & Business Development (Toronto, ON)

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Senior Manager, Advisor Relationship Management & Business Development - Retail Deposits & Investments (Toronto, ON)

Reporting to the Vice President Retail Deposits, contribute to the overall success of Advisor Deposit Services within Retail Deposits and Investments in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The Senior Manager, Business Development & Advisor Outreach is a key member of Scotia Advisor Deposit Services (ADS) team, contributing to the overall growth of Investment Savings Account ("ISA") and Guaranteed Investment Certificate ("GIC") deposit products through a focus on relationship management, business development and providing direction & support to the Business Development Specialist outbound calling activities.

The Senior Manager is a key driver of growth in volume and deposit market share and contributes to the profitability of the unit. The incumbent is also responsible, through objectives, for the ongoing maintenance of the ISA and GIC deposit base.

Is this role right for you? In this role, you will:

• Inside sales function championing a customer focused culture to deepen client/broker/dealer/advisor relationships by leveraging broader Bank relationships and strong knowledge of the institution, products and markets.
• Contribute to the identification, development and servicing of existing and potential relationships by:
  • Proactively work with existing and new Brokers, Dealers, Advisors, and COI’s to generate sales results.
  • Contribute to the growth and profitability targets by increasing new dealer/advisor relationships.
  • Maintaining an active internal and external calling program to identify and develop new deposit relationships and ensure partners have a full and complete understanding of the full ADS product offering
  • Maintaining a working relationship with the Dynamic call centre to provide an ongoing product education program and service support for questions that may arise on a daily basis, including initiating various outbound calling programs in conjunction with the call centre management team.
  • Gather and analyze calling statistics to determine where market opportunities may exist.
  • Prepare/provide input (as appropriate) to ADS sales and marketing material.
  • Ensuring adherence to the terms and conditions of the Service Agreements between ADS and its partners.
  • Assist by providing market intelligence, with the development of new/enhanced products/ related policies and procedures and communication to internal and external partners
  • Address client service issues where applicable.
  • Maintain a high profile, by building and maintaining relationships with key industry centers of influence.
  • Ensure the provision of excellent support and expertise to all internal and external business partners and clients.
  • Assist with the creation of product presentations and documents targeting internal audiences and senior executives.
  • Ensuring all internal/external users (sales staff, support units and clients) are provided with up-to-date information through circulars, sales aids, manuals, and informational/training sessions .
• Support the Vice President Retail Deposits, with the development and implementation of a sales and marketing strategy by:
  • Developing a sales and marketing plan incorporating planned initiatives, and a longer-term (1-2 year) vision for the delivery of deposit products and programs.
  • Develop and maintain an understanding of ADS’s market share and market potential for ISA and GIC products at key advisors/dealers by gathering market intelligence.
  • Develop and maintain an understanding of the competitive landscape, competitor products and delivery channels.
  • Providing input and contributing to identification, conceptualization, evaluation, development and implementation of other ADS…