Director, Operations
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 Director, Operations to join our Operations team.
Reporting to the VP, Dealer Compliance, the Director, Operations is responsible for oversight of the Transfers team that handles account transfers for all Aviso Wealth lines of business.
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:
- Responsible for the Transfers teams for all Aviso’s lines of business, ensuring teams are completing account transfers and associated activities in accordance with internal procedures and service level agreements (SLAs)
- Direct supervision and ongoing performance management of the Transfers team Managers who are in turn responsible for management of the sub-teams for each line of business
- Ongoing monitoring and management of internal the team’s resources to ensure appropriate staffing and coverage. This includes development amp; implementation of performance amp; capacity metrics for the Transfers team
- Work in collaboration with the Director, Quality Assurance to develop an appropriate quality assurance framework for the Transfers area
- Ongoing enhancements to Transfers-related process, focusing on opportunities to streamline, automate, and mitigate the risk of human error
- Assist with the planning and execution of corporate and department level projects or initiatives, as assigned by the VP, Dealer Compliance
Requirements
Your experience and skills:
- Bachelors’ Degree in Commerce, Business Management or a related field is an asset
- Minimum 7-10 years of progressive work experience in the Mutual Fund or Brokerage industry
- Strong people leadership and talent management skills, with a minimum of 5 years people management experience
- Keen business acumen, business judgement and problem-solving skills in order to serve as a trusted business partner
- Self-motivated and results-oriented
- Proven ability to work well under pressure and in a fast-paced environment
- Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
- Fluent communications in English is required and bilingual communication skills in French is an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vaca