National Sales Enablement and Partnership Coordinator

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a National Sales Enablement and Partnership Coordinator to join our Strategic Partnership and Priority Clients team. 

Reporting to the VP, Strategic Partnership and Priority Clients, the National Sales Enablement and Partnership Support Manager is responsible for supporting and enabling the partnerships and priority client teams through a range of responsibilities, including: crafting standardized and tailored communications and communication plans; identifying and researching prospective clients and partners; designing, maintaining, and optimizing team-wide reporting and insights; coordinating high priority client and partner events; and supporting broader sales operations and enablement initiatives. This role plays a critical part in driving consistency, efficiency and effectiveness across our partnership and priority client efforts.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and 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:

• Maintaining relationships with prospective and existing Direct Investing partners, clients, and internal stakeholders to support business development, onboarding, and ongoing engagement
• Supporting the execution of business processes by understanding partner and client needs, coordinating tailored follow-ups, and helping advance opportunities through the pipeline
• Developing and executing client-facing and partner-facing communications, including outreach materials, updates and coordinated messaging
• Planning and coordinating client and partner events/meetings, including logistics, invitations, follow-ups and post-event reporting
• Scheduling and managing large group meetings, including strategic client meetings, for the Strategic Partnerships and High Priority Client teams
• Supporting Relationship Directors on partner onboarding requests and escalations
• Collaborating closely with sales leadership and other functional partners (e.g marketing) to improve go-to-market execution, partner engagement, and results
• Supporting sales prospecting efforts by identifying, researching and qualifying new opportunities

Requirements

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• 3-5 years of work experience in sales operations, business development, partnerships, revenue operations or a related role
• Hands-on experience coordinating events (client, partner or industry), including logistics and follow-up.
• Experience in creating client-facing communications and/or sales enablement materials
• Ability to conduct research on potential prospects.
• Comfort working with CRM tools or ability to learn tools quickly (e.g. Salesforce)
• Strong analytical skills with the ability to work with data, dashboard and reporting to support decision-making (advanced experience with excel is a strong asset
• Strong organization and time management skills
• Nice to have: Familiarity with and a passion for, Online Brokerage and/or Robo-Advice
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, 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 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.