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Business Development Manager

1 month ago

Calgary, Canada Invico Capital Corporation Full time

Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investing and financing solutions in Canada and the U.S. The firm offers a range of private debt, energy, and real estate financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements. Invico is a registered Portfolio Manager (PM), Investment Fund Manager (IFM), and Exempt Market Dealer (EMD), and is an official signatory of the United Nations-supported Principles for Responsible Investment (PRI). The firm currently holds over $3 billion in assets under management and is the IFM for seven funds.

 

Invico is seeking a self-starting sales professional to join our team as Business Development Manager based at our head office in Calgary, AB. Reporting directly to the Chief Revenue Officer, the Business Development Manager be an integral part of the regional sales teams and will look to establish new relationships and build upon established relationships with financial advisors within the respective distribution channels. The successful candidate will have an established track record in sales, be technically proficient, and flexible with taking on, learning, and adjusting to all new tasks assigned by the Leadership Team. Eligible candidates will be physically located in Calgary.

 

Responsibilities

·                    Develop & uncover new business opportunities via proactive sales calls with new investment advisors and manage existing relationships to continue to drive sales growth.

·                    Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles

·                    Communication with investors and advisors regarding purchases, statements, tax reporting, redemptions and other queries

·                    Responsible for quarterly fund reporting and ongoing investor relations

·                    Manage your time amongst multiple sales teams to provide continuing sales and marketing efforts for the Invico Diversified Income Fund and other approved investment solutions under Invico by establishing trusted relationships with advisors from various distribution channels.

·                    Assist in the development and maintenance of all marketing materials and collateral.

·                    Assist in the compilation of due diligence packages as required.

·                    Advocate a culture of firm compliance and adherence to Invico’s policies and procedures

·                    Ensure sales CRM is up to date with accurate data input and all activities completed by the Employee.

·                    Any other duties as requested by the Chief Revenue Officer and Executive Team.


 

Required education and experience

·                      Bachelor’s degree is required.

·                      1-5 years of related work experience required.

·                      Financial services industry program courses considered a great asset (CSC, IFIC, CFA, CAIA, CFP, CIM, etc.)

·                      Ability to handle multiple projects simultaneously, meet deadlines and have excellent organizational skills.

·                      Strong verbal and written communication skills.

·                      Strong analytical skills.

·                      Strong organizational skills

·                      Excellent interpersonal, judgment & decision-making skills

·                      Intermediate knowledge in Excel and MS Word (this will be tested).

·                      Self-motivated and ability to be a great team player

·                      Ability to create and maintain client relationships.

·                      Ability to work in a fast-paced competitive environment, effectively manage time, and excel in a team setting.

 

About the Team

The Invico sales team is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our visionary approach to investing.

If you are an energetic self-starter with an entrepreneurial mind and are passionate about markets and excited to make an impact on Invico’s overall customer satisfaction while you grow with a dynamic organization, this role would be ideal for you.

 

Your Life & Career at Invico

Since Invico’s founding days, we’ve always had a unique edginess to our presence within the industry. That uniqueness extends into challenging the norms of the finance sector. We promote from within and cast a wide net to attract and retain top talent. At Invico, we support and celebrate diversity, providing a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, gender, age, or family situation. We also work to develop and grow the communities around us, as giving back is deeply rooted in our core values. It is important to us that our employees feel supported, which is why we are pleased to offer:

•                     Generous time off, including flex days, and personal hours policy to take care of and enjoy life.

•                     An extended health program supporting the physical and mental health of you and those closest to you, including medical and dental coverage, a health/wellness spending account (HAS/WSA), and employee assistance program (EAP).

•                     Exposure to rewarding career advancement opportunities via a tuition and professional development reimbursement plan.

•                     An opportunity to give back to the causes and charities most important to you by way of an annual employee charitable donation program, volunteer leave hours, and an employer charitable matching program.

•                     Teambuilding activities including quarterly events and casual Fridays.

•                     A chance to collaborate with world-class team members, many of whom are award-winning leads in their field and opportunity to leave your mark on one of Canada’s leading investment fund management firms.

 

 

Other information:

•                     Good credit and a clean police check is required

•                     Cover letter required along with your resume

•                     No phone calls; only successful candidates will be contacted

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