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 to fill an opening for a Director, Product Marketing – Asset Management to join our Marketing team for 6 months.

Reporting to the Sr. Director, Product Marketing, the Director, Product Marketing – Asset Management will lead for the development and execution of compelling go-to-market strategies for products, services and platforms in collaboration with your team. As the senior marketing lead for the Asset Management business line, core responsibilities include customer acquisition, growth, engagement, annual marketing plans, budgets and product positioning in a highly competitive market.

The Director, Product Marketing- Asset Management, will manage a team of marketing professionals. This role will also be responsible for overseeing internal and external relationships across the Asset Management business line and is a key member of the business line leadership team.

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:

Strategic Planning & Leadership

• Own the annual marketing plan, aligning initiatives with business line objectives and growth targets through a data-driven approach
• Play an active role in business strategy leadership, providing recommendations and client insights
• Act as the Marketing champion within the Asset Management Go To Market Committee (GTMC) to prioritize and manage all marketing initiatives and plans to enable successful completion of objectives
• Lead, mentor, and develop a high-performing team of marketing professionals, fostering a culture of innovation, accountability, and continuous improvement
• Manage relationships with creative agencies, media partners, and external vendors
• Form and foster partnerships with CXM colleagues to leverage existing resources, align with best practices, find operational and financial efficiencies and maximize performance

Product and Brand

• Responsible for integrative marketing strategies, and messaging for our products and solutions that resonate with our target audiences to support client acquisition and retention.
• Develop creative and media briefs and manage creative agencies to ensure creative/agency work aligns to the overall vision of the brand and the organization, ensuring efficient use of budget and strong ROI
• Review market trends, competitive activity, and customer insights to guide current and future marketing plans.
• Responsible for understanding the business drivers and challenges to conceive plans that are aligned and drive value.
• Engage and work closely with Content and External Communications team for owned and earned media opportunities including PR, social media and experiential

Budget Management, Analytics & Performance

• Define and track key performance indicators (KPIs) for all marketing initiatives, showcasing the effectiveness of investments. Share performance updates on a regular basis with key stakeholders
• Leverage analytics and reporting to drive data-driven decisions and continuous improvement
• Manage the marketing budget, ensuring effective allocation and regular reporting and reconciliation

Compliance & Best Practices

• Ensure all marketing activities comply with industry regulations, communication policies, and brand standards
• Stay abreast of competitive landscape, investment industry trends, and regulatory changes impacting asset management

Requirements

Your experience and skills:

• Bachelors or Masters degree in Business, Marketing, Communications or related field is required (advanced degree preferred)
• 10+ years of progressive B2B marketing experience, with at least 5 years in financial services, ideally in asset management
• Proven success in full-funnel marketing, digital and performance marketing, and lifecycle management.
• Strong leadership and people management skills, with experience building and developing teams
• Deep understanding of Canadian investment landscape
• Excellent communication, relationship management, and influencing skills
• Excellent project management skills with ability to multi-task, set measurable objectives, and manage defined timelines
• Experience working in a fast paced, dynamic environment
• Results-oriented with demonstrated analytical skills
• Strong attention to detail and organizational skills
• 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.

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 you’re 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 $115,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.