Manager, Institutional Sales Service
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 Manager, Institutional Sales amp; Service to join our NEI team.
Reporting to the VP, Institutional amp; Strategic Relations the Manager, Institutional Sales amp; Service is responsible for developing and managing existing Institutional relationships and opportunities. The Manager, Institutional Sales amp; Service will develop opportunities to introduce NEI solutions to Institutional opportunities with a specific focus on Foundations, Endowments, Charitable organization and HNW family offices.
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
What your day looks like:
- Ongoing Service of existing Institutional relationships
- Ability to interact effectively with both the external customers and the internal Aviso/NEI organization
- Maintain relationships with the head offices/analysts of key group and segregated distribution channels
- Maintain relationships with the Institutional Consultants both directly and in conjunction with key Institutional Retirement channels
- Actively discover, prospect and manage the needs of the opportunities in order to contribute NEI solutions to their success on an ongoing basis
- Maintain a high level of investment market awareness
- Participate in industry and dealer forums and conferences to keep apprised of all industry trends, competitive insights, products and services
- Partner with sales leadership to assist in focused Institutional National strategy
- Promotion of NEI Solutions at industry events
- Understanding of Responsible Investment foundations and ESG considerations linked to asset management solutions
- Work to have NEI Solutions added to Institutional DC Retirement platforms amp; solutions
- Ensures a thorough understanding of activities of competitors to identify threats and opportunities
- Manage and service day to day, monthly and quarterly activities needed for existing and new clients
- Coordinate with Legal, Compliance, Finance amp; Operations to deliver an exceptional experience for NEI clients
Requirements
Your experience and skills:
- Post-secondary degree/diploma in Business Administration or related field
- CFA or MBA an asset
- 5 years’ work experience in a sales environment, preferably in Mutual Funds and strong knowledge of Responsible Investment amp; ESG landscape
- In-depth knowledge of investment products and knowledge of personal financial management, asset management and portfolio management
- Developed planning skills sufficient to help develop sales plans for the assigned market
- Influencing and negotiating techniques and the ability to gain commitment and support for desired objectives
- Strong networking skills
- Strong leadership skills, self-starter with effective time management skills and ability to manage multiple priorities
- Strong ability to present information to different audiences
- Able to incorporate sales strategies and a proven track record of executing strategies to grow market share
- Knowledge of the principles and processes of selling, track record of closing sa