Business Development Manager, Institutional Sales - NEI job opportunity at Aviso Wealth Management.

Home Jobs In Canada Tag: Institutional Sales - NEI Business Development Manager, Institutional Sales - NEI position at Aviso Wealth Management


Date2025-12-23T23:01:57.798Z bot
Aviso Wealth Management Business Development Manager, Institutional Sales - NEI
Experience: 5-years
Pattern: Full-time
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Institutional Sales - NEI

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degreeDiploma
loacation Toronto, Canada
loacation Toronto....Canada

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 (BDM), Institutional Sales to join our NEI team. Reporting to the VP, Institutional & Strategic Relations this role is responsible for supporting the development and management of existing Institutional relationships and opportunities. The BDM, Institutional sales will develop opportunities to introduce NEI solutions to Institutional opportunities with a specific focus on Foundations, Endowments, Charitable organization and HNW family offices. 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 Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members What your day looks like: Support the Sales requirements of new/existing Institutional relationships Ability to interact effectively with both the external customers and the internal Aviso/NEI organization Maintain and identify new relationships with the Institutional Consultants both directly and in conjunction with key Institutional Retirement channels Actively discover, prospect and manage the needs of the opportunities to contribute NEI solutions to their success on an ongoing basis Maintain a high level of investment market awareness Partner with Institutional sales team to institute the Institutional National strategy Understanding of Responsible Investment foundations and ESG considerations linked to asset management solutions Work to have NEI Solutions added to Institutional DC Retirement platforms & solutions Develop an understanding of the Institutional competitive landscape and use this information to identify threats and opportunities Work with Director Institutional sales to support the activities needed day to day, monthly and quarterly to develop new clients Liaise with internal stakeholders (Institutional Service Lead) to support the timely, accurate and comprehensive updating of various databases and materials to support RFPs Document and ensure all sales activities are tracked in the firm’s CRM system Post-secondary degree/diploma in Business Administration or related field 3-5 years’ work experience strongly recommended in a sales environment, preferably in Mutual Funds and strong knowledge of ESG landscape In-depth knowledge of investment products and knowledge of asset management and portfolio management Strong networking and presentation skills Self-starter with effective time management skills and ability to manage multiple priorities Able to incorporate sales strategies and a track record of executing strategies to grow market share Fluent communication skills in English are required and bilingual skills in French are an asset

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