Senior Manager, Acquisition Engagement, B2B
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 Manager, Acquisition amp; Engagement, B2B to join our Online Brokerage amp; Digital Wealth team.
Reporting to the Director, Acquisition amp; Engagement, the Senior Manager, Acquisition amp; Engagement, B2B focuses on driving the sales effectiveness of our CU, National and Affiliate partners. Working closely with the Digital Wealth sales team, you will create programs to facilitate greater sales/member penetration of the Online Brokerage and Robo Advice business, leveraging D2C programs/campaigns to make them effective for our partners. You will also be responsible to gather and package up tools, information and market / competitive insights so that they can be shared with partners through the sales team. This role provides updated Qtrade Direct Investing and Virtual Wealth product content related to features, capabilities, etc. to sales for inclusion in sales decks.
The Senior Manager, Acquisition amp; Engagement, B2B will also a key role in developing and delivering on the overall Acquisition and Engagement strategy for the Digital Wealth 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
What your day looks like:
- Works closely with the Digital Wealth Sales and Marketing teams to develop business cases and go-to-market strategies supporting client acquisition and engagement plans for the B2B channel
- Support the sales team and develop the business case to operationalize incentive offers, reporting requirements, etc. to support the growth in distribution channels and partnerships
- Identifies and assess new ideas to generated increase CU member penetration.
- Conceives attractive partner incentive offers and financial forecasting to drive revenue growth
- Leverages market knowledge and research, and data analytics to capture insights that will shape the partner acquisition and engagement strategy
- Supports the Digital Wealth Sales team by ensuring that consumer programs/offers and engagement include a B2B component to the plan
- Member of the Digital Wealth Acquisition Task Force
- Ensure product oversight and guidance in the development of sales materials and tools
- Develops and packages competitive and industry insights to enable the sales team to effectively use this information with partners
- Identifies and advocates market opportunities for Virtual Wealth, Qtrade Direct Investing and the Digital Referral Tool for inclusion on the product roadmap
Requirements
Your experience and skills:
- Bachelor’s degree in business required
- Minimum of 7 years of experience in the financial services industry, preferably with an investment management or online brokerage organization, with B2B2C experience
- 3+ years of direct experience with engagement teams in the online investment business, with responsibility for asset and revenue growth
- Experience with digital wealth products, including self-directed trading and/or digital advice platforms considered a strong asset
- Effective communication skills, ability to influence without authority and to partner across the organization
- Proven e