Account Manager - Institutional Relations
Specific responsibilities
- Partner with internal stakeholders to strengthen and execute the Pan Canadian business plan targeting institutional clients
- Manage the full sales process by developing a strong pipeline of potential opportunities, building those opportunities, and evolving them towards new business for DGAM
- Effectively review and document sales data and client specific information in order to strategically approach clients
- Build partnerships and coordinate conference calls and presentations conducted independently or with investment team members
- As business development lead of opportunities, partner with the various stakeholders in order to build the best solution proposal for client and to coordinate timely responses to business proposals (RFPs)
- Contribute to thought leadership material to build notoriety of DGAM's expertise
- Represent DGAM at various industry-based conferences and events to further develop DGAM'S presence in the institutional community
- Foster relationship with various internal partners and support cross sales opportunities of the team.
Qualifications
- Bachelor's degree in a related field
- A minimum of 8 years of relevant experience in the institutional investment space or other relevant experience
- Experience of the fixed income markets (an asset)
Please note that other combinations of qualifications and relevant experience may be considered
- CFA designation is highly desirable; equivalent titles would be considered
- Appropriate Canadian registration required
- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
- Knowledge of Salesforce and Microsoft Office Suite
- In-depth knowledge of investment trends and financial markets with the ability to communicate and articulate complex financial concepts
- Knowledge of the fixed income markets (an asset)
- Strong communication skills in both French and English, both oral and written (an asset)
Organizational savvy, Strategic mindset
LI-Hybrid
Trade Union
Non Syndiqué
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.
At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.
We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member / client sales and service (FG)
Unposting Date
2024-06-14
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