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
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.
As oneaviso:
- We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
- We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
- We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
- We Deliver – You take ownership of your work, honour your commitments and 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 &…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).