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Manager, Business Development and Client Partnerships

Manager, Business Development and Client Partnerships

Hillsdale Investment Management Inc.Toronto, ON, Canada
3 days ago
Job type
  • Full-time
Job description

Manager, Business Development and Client Partnerships

ABOUT HILLSDALE

Hillsdale is an independent, employee-controlled, and client-aligned investment boutique managing more than $6 billion on behalf of a select group of sophisticated institutional and private wealth investors. We are renowned for designing systematic, bespoke investment strategies across diverse objectives, including over 15 investment strategies focusing on high alpha, ESG, customized, and smart beta. We are committed to producing the highest quality equity investment strategies and delivering client service excellence. Hillsdale is recognized for investment and service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.

Hillsdale is recognized as a Great Place to Work for our industry and across Canada.

ABOUT THE ROLE

Hillsdale Investment Management Inc. (Hillsdale) is expanding with an exciting opportunity to join our Private Client Investment Services as a Manager, Business Development & Client Partnerships , reporting to the Head of Private Client Investment Services. The successful candidate will be vital to Hillsdale’s continued and profitable growth plans.

Do you excel at building and managing lasting client relationships? If so, join us in this newly created position and work directly with an investment manager, gaining access to cutting-edge research and investment expertise. At Hillsdale, we provide a full range of investment solutions and wealth advice to high-net-worth clients on a discretionary basis . We act as fiduciaries for our clients, conducting in-depth reviews of their unique investment goals and risk tolerance to develop and deliver highly personalized investment strategies.

WHAT WILL YOU DO?

  • Build and nurture a client base of high-net-worth individuals, professionals, families and business owners with financial net worth ranging from $1 million to $10 million.
  • Prospect, market and develop a business pipeline by identifying and cultivating relationships with potential clients and referral sources to build a client base.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Provide clients with access to Hillsdale's investment strategies and customized wealth management and investment services.
  • Deliver exceptional client service across all touchpoints, surpassing client expectations.
  • Play an essential role in contributing to sales collateral and thought leadership.
  • Adherence to the compliance framework by consistently following internal policies and external regulatory procedures.

WHAT WILL YOU BRING?

This career opportunity requires proven sales and service capabilities. We welcome passionate, open-minded individuals with diverse academic backgrounds, work experiences, perspectives, thinking styles, and expertise to apply to this position. Your qualifications include :

  • 4-6 years of outbound business development or sales experience.
  • An entrepreneurial results-driven mindset to design and execute business development plans, identify market opportunities, and drive growth.
  • Demonstrated success in building and retaining relationships, including a track record of expanding business with clients and prospects.
  • Excellent negotiation, influencing, and relationship-building capabilities.
  • Strong knowledge of economic trends, financial markets and investment products and services.
  • An aptitude for dealing with people positively and enthusiastically.
  • Bilingualism (English + French or Mandarin) is an asset.
  • Strong knowledge of Excel and experience with Microsoft Office Suite.
  • Bachelor’s degree in finance, Business, Economics or another related field.
  • Willingness to enroll in the CFA program and / or CIM designation and / or CFP designation.

    • WHAT’S IN IT FOR YOU?

  • Flexible compensation structure aligned with your business plan, including base salary, commissions, trailers and paid time off.
  • Access to tools to ensure your success, such as institutional-grade global investment solutions encompassing more than 25 countries and more than ten currencies , a team of in-house Portfolio Managers and advanced investment research.
  • A purpose-built product line with proven track record in line with the needs of high-net-worth individuals.
  • Opportunity to advance your professional registration and potential to assume a fiduciary role.
  • Professional Development, ongoing mentorship and growth opportunities / defined career pathing.
  • Employee appreciation services include a kitchen stocked with food, catered lunches, gym membership, ergonomic home office setup, monthly employee appreciation events, and annual retreats.
  • Charitable giving program and support for your volunteer interests.
  • Health Care Spending Account.
  • Flexible work environment and commuting reimbursement when you do work in the office.
  • Centrally located office at King and Bay with remarkable views of Toronto and Lake Ontario.

    • Application Deadline : January 16, 2025.

    NEXT STEPS

    Please forward a resume and a one-page business development proposal to [email protected]. Your business proposal should showcase Hillsdale’s key competitive advantages, your target priority client segments, and how to strategically position Hillsdale’s investment solutions.

    Hillsdale is an equal opportunity employer and, as such does not discriminate based on race, colour, religion, sex, national origins, age, sexual orientation, disability, or any other characteristic protected by applicable laws. We encourage applications from people of all abilities and will provide reasonable accommodations upon request. Still trying to determine if you qualify? Apply anyway! Our workforce comes from diverse backgrounds and industries. We thank all interested applicants; however, only those selected for an interview will be contacted.