Job Description

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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:
We're looking for a Senior Manager, Transformation to join our Direct Investing Team.
Reporting to the Director of Strategy and Transformation, the Senior Manager, Transformation plays a pivotal role in shaping the future of our Direct Investing business. This is a unique opportunity to combine strategic thinking with hands-on delivery to position our business for long-term growth and differentiation. We are looking for a creative thinker who thrives in ambiguity, sees around corners, and can turn vision into action.
The Senior Manager, Transformation is responsible for:

• Creating new innovative solutions and revenue opportunities in line with the evolving nature of the Direct Investing line of business
• Developing a perspective on the crypto / digital asset arena in Canada and any emerging opportunities in the space
• Building, managing and prioritizing a pipeline of new initiatives for Aviso's Direct Investing business and support the evolution of the long-term roadmap
• Overseeing key workstreams including business casing, planning, stakeholder alignment, and reporting of progress to senior leaders.
• Conducting external and internal research including competitor strategies, industry best practices, and emerging trends
• Collaborating with business leaders across Customer Experience, Marketing, Strategy, Acquisition & Retention, Finance, Analytics, Product, Operations and Other Lines of Business (CU Wealth, Asset Management, ACP) to align initiatives, manage expectations, and drive change
• Thinking creatively about the future of the Direct Investing business and leverage storytelling and structured frameworks to shape Direct Investing's strategic narrative

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:

• Leading workstreams for major transformation projects-from early-stage concept through to execution
• Collaborating with stakeholders across product, marketing, delivery, architecture, operations, risk, and compliance to align on priorities, define requirements and execution plans
• Conducting competitive intelligence and market scans to identify shifts in client expectations, digital capabilities, and industry trends
• Preparing business cases, strategic frameworks, and presentations to influence senior leadership decisions
• Designing and running workshops or ideation sessions to generate and refine innovative ideas
• Monitoring KPIs, tracking progress, and adapting plans to keep transformation projects on track

Requirements:
Your experience and skills:

• Bachelor's degree required. MBA or advanced degree preferred
• 8-10 years of experience in strategy, transformation, management consulting, or financial services
• Experience in the direct investing, brokerage, wealth management, or capital markets space
• Experience in crypto or with crypto trading platforms is an asset
• Creative and innovative mindset, comfortable challenging the status quo and influencing across the organization
• Strong project management skills, with experience managing multiple priorities
• Exceptional communication and storytelling skills with the ability to craft strong strategic narratives

• Fluent communication skills in English are required and bilingual skills in French are an asset

• Collaborative and comfortable leading cross-functional initiatives from concept to execution
• Strong analytical skills with the ability to translate complex data into actionable insights

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 -
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 $135,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Skills Required