Relationship Manager

Aviso Wealth • Vancouver, BC

7d • CA$83,000 - CA$100,000 • Hybrid

About The Position

Aviso Wealth is seeking a Relationship Manager to join their Aviso Correspondent Partners team. This role reports to the Vice President, Correspondent & Institutional and is responsible for service and operational excellence in all partner-facing activities. The Relationship Manager will be a key contact for building long-term relationships with Aviso Correspondent Partners (ACP) clients and ensuring a positive experience for new firms transitioning to the platform. The role involves managing, educating, and building strong operational relationships with Portfolio Management, Introducing Brokers, and other financial firms. The Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies, while identifying service gaps and opportunities with team members of ACP and Operations.

Requirements

• Post-Secondary degree – business/management area preferred
• Canadian Securities Course
• Conduct Practices Handbook Course is preferred
• 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
• Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
• Strong customer service orientation and relationship building skills
• Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
• Demonstrates creativity and innovation while solving problems quickly and efficiently
• Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
• Ability to develop business cases to communicate requirements and recommendations
• Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook
• Fluent communication skills in English are required

Nice To Haves

• Bilingual skills in French are an asset

Responsibilities

• 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 in project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
• Assist in analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives
• Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
• Analyze trends to recommend process and/or operational improvements

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time
• Fitness benefit
• Parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

What This Job Offers

• Job Type: Full-time
• Career Level: Senior