Manager, Inside Sales

3 weeks ago

Toronto ON, Canada EightSix Network Inc Full time

We are currently seeking a full-time Manager, Inside Sales to join our team.

As Manager, Inside Sales, you will be responsible for promoting a full range of Investment Management solutions to Quebec-based Advisors. Through your exceptional knowledge of wealth products, such as Mutual Funds, Liquid Alternatives, and Hedge Funds, you will proactively identify sales and business-building opportunities. Reporting to the Director, Client Portfolio Management, you will be an integral part of a talented team of sales professionals and work closely with a team of industry-leading portfolio managers and business strategists.

The duties and responsibilities of the Manager, Inside Sales include but are not limited to:

  • Supports the development of sales and client base strategies by sharing ideas and best practices;
  • Assists with the development of business plans and proactively identifies opportunities for sales growth within assigned territory;
  • Applies a needs-based approach to selling while actively positioning our product solutions to ideally fit and optimize advisors’ portfolios and practices;
  • Applies strategic prospecting efforts to uncover and develop new clients using existing and external sources of Investment Advisor contacts and leads;
  • Identifies potential business, establishes regular contact, and closes new business;
  • Participates in and contributes to regular team meetings and business planning sessions.
  • Proactively develops and deepens new and existing relationships with Investment Advisors primarily by phone with occasional travel to assigned territory;
  • Provides proactive support and services to all existing clients, responding to inquiries, and coordinating follow-up in a professional and timely manner.
  • Maintains advanced expertise in positioning Alternative Investment solutions, including Hedge Funds and Liquid Alternatives, within the Canadian market;
  • Captures call activity in CRM with detailed notes recording all interactions with existing clients and prospects required;
  • Maintains accurate records of contacts in the region along with organized activity tracking of leads in the sales funnel;
  • Maximizes use of CRM capabilities to optimize efficiency for maximum results.
  • Sales Strategy – Practices a consultative approach to sales along with strong business development skills to build rapport and establish credibility with clients
  • Technical knowledge – Confidently demonstrates knowledge of Wealth Management products and an understanding of global financial markets
  • Persistence & Motivation – Highly motivated self-starter with an innovative approach to prospecting and growing the advisor distribution base using RPIA investment solutions
  • Adaptability – Be able to effectively calibrate priorities and change approach and focus quickly and confidently whenever the environment or situation requires it
  • Communication – Communicates clearly and eloquently both verbally and in writing, and displays exceptional interpersonal skills when working with clients as well as team members
  • Teamwork – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible

Requirements

  • Undergraduate degree in business, finance, or related field
  • Minimum 2 to 5 years’ previous sales experience in the financial services, investment, or related industry,ideally with familiarity in advisor practice management
  • Successful completion of industry-related courses such as CSC, IFIC, CFP (or working towards completion of industry related courses) is preferred
  • Previous experience with organizing, prioritizing, and executing individual and team sales plans and activity
  • Proficient in Microsoft Office applications
  • Extensive experience working with a CRM system

RPIA is proud to be Great Place to Work Certified. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
  • Homewood Health Employee and Family Assistance Program to support mental wellbeing and extends to all family members in your household.
  • Opportunities for professional and personal growth

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require an accommodation during the recruitment process.

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