National Vice President, Priority Clients – Direct Investing

At Aviso, you will lead a team of Senior Relationship Managers, fostering a high‑performance culture, and ensuring exceptional service to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

This role includes maintaining a personal portfolio of complex client relationships, providing personalized wealth management advice and strategic investment guidance.

We strive for a culture of integrity, innovation, partnership, responsibility, and community, supporting professional growth and teamwork.

Responsibilities

• Lead, coach, and develop a team of Relationship Managers to achieve business goals and deliver outstanding client experiences.
• Manage a personal portfolio of HNW/UHNW clients, offering an exceptional level of service and acting as the champion of the relationship.
• Collaborate with internal partners to ensure seamless service delivery and client ...