Wholesaler - Ontario

Overview

Reporting directly to the Senior Vice President, National Sales & Distribution, the Vice President, Sales, is a leader in their field and works as part of a sales team to achieve and exceed a specific sales target from a select channel of Investment Advisors within a defined sales territory (Ontario).

Duties and Responsibilities

• Focus on generating sales from IIROC and MFDA advisors in a predetermined sales territory
• Conducting weekly 1-on-1 meetings and Branch Presentations working in conjunction with the Sales support team to ensure continued support for Starlight Capital products
• Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing clients.
• Provide product feedback, marketing and competitive intelligence and sharing sales and product ideas with the Sales and Marketing team.
• Update and leverage CRM Salesforce for data tracking, sales forecasting, budgeting, sales campaigns
• Manage territory expenses appropriately, to ensure the territory’s budget is on target. This includes : co-op, travel, promotional items and entertainment.

Requirements

• Education level : University / College Degree or equivalent experience in the investment industry
• Minimum of 5 years’ experience in the financial services industry with a demonstrated track record of success marketing alternative assets
• Understanding of capital markets, sales practices, product development, pricing & structuring, industry compensation models
• Technical skills and knowledge : CFA / CAIA / CIM, Sales training Fusion, Sequoia or equivalent are all positives
• Commitment to continuous learning to enhance professional growth and effectiveness within the Starlight Capital Sales Team
• Proven track record achieving sales targets and driving sales growth
• Regular overtime will be required for the role
• Extensive travel will be required for the role
11 days ago