Director, ACP Operations

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 .

The Opportunity:

Were looking to fill an opening for a Director ACP Operations to join our Operations team.

Reporting to the VP Operations the Director ACP Operations is responsible for management leadership and development of the Aviso Correspondent Partners (ACP) New Accounts and Transfers Operations teams. This includes applying business strategies and objectives to ensure that direct reports and functional teams are aligned to meet and exceed the goals and SLAs for our back office. The Director ACP Operations is also responsible for establishing and maintaining supportive relationships within Aviso and with our external partners and vendors.

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:

• Set positive leadership tone through gaining respect of staff peers and stakeholders
• Coach Operations team members to increase performance while increasing/maintaining employee engagement through timely and appropriate training and development
• Oversee Avisos New Account Open and Maintenance team and Avisos Transfers in/out department.
• Understands translates communicates and applies business strategies and objectives ensuring that direct reports and functional teams are aligned to overall strategy objectives and best practices
• Direct vendor management of key strategic relationships
• Work collaboratively with strategic business partners across Aviso on cross enterprise projects and initiatives
• Uses critical thinking and problem solving to support Avisos strategic efforts while maintaining focus on day-to-day responsibilities
• Define clear KPIs to measure team service levels and productivity implement procedures to monitor track and report against these KPIs
• Demonstrate exceptional emotional maturity in decision-making situations while keeping client delivery and operational control as priorities

Your experience and skills:

• Bachelors degree or equivalent experience; masters degree preferred
• 5 years of demonstrated Dealer Operations Management experience at a financial institution supporting CIRO (formerly IIROC and MFDA)
• 10 years in a leadership and people management position with proven experience developing a strategic succession plan that fosters growth opportunities and provides career development through daily coaching and mentoring

• Exceptional problem solving partnering decision making and critical thinking
• Expertise in Settlements Trading and/or Corporate actions and proven experience meeting SLAs an asset
• Deep expertise in Transfers and systems including ATON A$M Fundserv CDS and DTC
• Deep expertise in account and account maintenance compliance including IRS/CRS/QI reporting requirements.
• Remaining current on legislation governing registered products securities and mutual funds
• Proven ability to negotiate with external vendors (business partners) to ensure Avisos needs and interests are secured
• Excellent decision-making prioritizing change management presentation and interpersonal skills with the ability to establish and maintain effective working relationships at all levels at Aviso and with our external partners
• Fluent communication skills in English are required and bilingual skills in French are an asset

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 thePersonal 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 1000 employees. Were building a comprehensive technology-enabled client-centric wealth services ecosystem. Our clients include our partners advisors and investors. Were 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. Were proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented energetic professionals who live their values every day and belonging to an organization dedicated to your success and career development. If youre looking for interesting and challenging work at a company committed to its people apply to join our team.

Salary

This position is posted with an expected salary range of $135000 - $160000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Required Experience:

Director