Senior Relationship Manager
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Relationship Manager to join our Correspondent amp; Institutional team.
Reporting to the Vice President, Correspondent amp; Platform Services, the Senior Relationship Manager will play a critical role in building a successful long-term relationship with Correspondent amp; Institutional (Camp;I) clients, while ensuring that new firms that are transitioning to our platform have an outstanding experience. As a key contact and subject matter expert primarily for MFDA and IIROC registered Camp;I clients, the incumbent is responsible for service and operational excellence of all partner-facing activities.
The Senior Relationship Manager will play a key role for managing, educating and building strong operationally-based relationships with MFDA, IIROC, and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of Camp;I and Operations to identify service gaps and opportunities, the Senior Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- Leadership You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
What your day looks like:
- 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
- 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 and lead project teams for the purpose of implementing improvements to business operations amp; forecasting and planning processes
- Assist in/lead analysis of current processes and make recommendations for improvements while