Relationship Manager Vancouver

Relationship Manager Vancouver

09 Oct
|
Aviso Wealth
|
Vancouver

09 Oct

Aviso Wealth

Vancouver

Aviso Wealth: 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 energetic ‘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 .

The Prospect: We’re looking to fill an opening for a Relationship Manager to join our Aviso Correspondent Partners team.

Reporting to the Vice President, Correspondent & Institutional,



the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Aviso Correspondent Partners (ACP) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience.

The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/prospects to achieve desired results.

While working with the team members of ACP and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.

As

📌 Relationship Manager Vancouver
🏢 Aviso Wealth
📍 Vancouver

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