Internal Wholesaler investment industry

BusinessDevelopment Manager (InternalWholesaler)

Convenientlylocated in Toronto we are a successful and growing investmentcounselling firm which manages discretionary investment portfolioson behalf of families foundations and corporations.

As a PortfolioManager and Investment Fund Manager we manage a range of focusedpublicly traded and alternative investment portfolios on both aseparate account and pooled fund basis using a valueorientedinvestingstyle.

We offeremployees a small friendly and entrepreneurial environment alongwith competitive compensation comprehensive benefits andopportunities to multitask learn and contribute to the firm ssuccess.

Overview ofRole

As aBusiness Development Manager you will be an important member of ourteam. You will build and maintain our firm s business developmentefforts in advisory channels wholesaling our proprietary investmentfunds to financial advisors family offices and institutions bytargeted prospecting focussed marketing initiatives & byusing your ownnetwork.

You have anenergetic salesoriented personality enjoy working with people andbuilding relationships. With an excellent working knowledge oftraditional and alternative investment strategies you are able toclearly communicate with prospects and identify new businessopportunities.

Select KeyResponsibilities

Outbound callsto Investment Advisors in order to generate interest and bookappointments for the ExternalWholesaler

Primaryresponsibility is developing a business development pipeline forthe firm including identifying prospective clients and centers ofinfluence and engaging with such parties on the firm s services andinvestment strategies with a mandate to grow the firm sassets.

Assisting in thepreparation and maintenance of sales and marketing materials andstrategic planning of marketinginitiatives.

Liaising withother members of the firm to assist with the firm s businessdevelopmentobjectives.

Profileof IdealCandidate

Youpossess a University degree & relevant industrydesignations are also considered an asset. You have excellentwritten and verbal presentation skills and a willingness to do thelittle things behind thescenes.

You have astrong track record of success in a business development role. Youare comfortable on the phone and being in a high activity salesposition.

You enjoyworking in a smaller entrepreneurial environment and are a highenergy selfmotivated enthusiastic and a collaborative team playerwho is willing to roll up their sleeves and grow as we continue toexpand.

Compensation : $60000$100000 base salary commission

Benefits : Full health benefits