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 Business Development Manager to join our NEI Sales team.
Reporting to the Director, Inside Sales, the Business Development Manager is responsible for helping to drive our business forward for our Asset Management division.
The main focus is to achieve a specific sales target from the Investment Advisors within a defined sales territory. The successful candidate will work closely with the other sales team members within the territory to achieve the territory sales target.
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 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:
- To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
- In addition to partnering effectively with the wholesaler, you will be required to build and develop a territory of qualified advisors not currently being serviced by NEI
- Adhere to the prescribed amount of quality calls set yearly for each territory
- Follow-up with all attendees of branch presentations, dealer conferences and any/all PM events. Full plan to be established when event is being booked
- To commit to understanding the competitive landscape and identify all opportunities to sell and promote NEI’s investment products at the broker/dealer firm level within a sales territory and communicate those opportunities to National Sales Management