Manager, Business Performance Analytics

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 Manager, Business Performance Analytics to join the Business Management team.

Reporting to the Director, Business Management, the Manager, Business Performance Analytics is responsible for creating effective and consistent reporting, including reporting to manage risks and issues while improving team communication and collaboration.

With a strong ability to interpret complex data, identify trends, provide leading & lagging indicator reporting to SOCON management, while tracking and analyzing results using a variety of dashboards and reports the Manager, Business Enablement will act as the subject matter expert for the divisional & KPI reporting.

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

What your day looks like:

• The lead in managing monthly, quarterly, and annual reporting requirements to be delivered by the Business Management Team
• Provide timely, accurate, and relevant information to enable decision making and support desired business outcomes through dashboards and digital reports
• Seeks opportunities working with DNA Team to automate repetitive reporting processes, while supporting the development of operational & quality improvement for data, tools and processes to advance insight generation
• Maintain expert knowledge of all main data sources, classifications, etc. for the data used within the SOCON Team and enhance the team’s ability to effectively utilize their data
• Demand management – working with DNA Team reviews intake for reporting requests from SOCON stakeholders, in tandem develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
• Data and dashboarding knowledge management
• Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences i.e., data into reports, graphics, dashboards to illustrate facts, trends and insights.
• Develops strong business partner relationships to foster understanding of key drivers and metrics to ensure disclosures effectively communicate results•Responsible for SOCON OKR’s, KPI reporting at a minimum monthly
• Working with Business Management leadership, contribute to the design, development and distribution of management reporting
• Review results of service level and volume forecasts, identifying discrepancies and performing root cause analysis
• Perform other duties as required

Requirements

Your experience and skills:

• Post-secondary education in business and/or financial administration is preferred
• 2-3 years financial services experience is required
• Strong quantitative, analytical, and technical skills
• Possess the ability to work under pressure, meet deadlines and be accountable for performance
• Outstanding customer service skills and dedication to providing and exceptional client experience
• Strong problem solving skills with the ability to proactively identify issues, understand the business impact, identify solutions and provide recommendations
• Excellent verbal, written and interpersonal communication skills
• Must be a self-motivator and self-starter
• Focus on quality
• Exceptional listening and analytical skills
• Excellent time management skills
• Ability to multitask and successfully operate in a face paced team environment
• Embrace change and successfully set and adjust priorities as needed
• Advanced in Microsoft Office
• Fluency in English is 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 $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.