Relationship Manager Job Vancouver area,BC Canada,Business

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 one
aviso:

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 &…