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Vice President, Asset Management
3 months ago
The mandate will be to expand sales growth and service the retail Investment Advisor (IIROC & MFDA) channel for NCM's complete retail product lineup including mutual funds, and alternative funds.
Increase market share and retain assets within your territory, working with an inside sales support team member.Conduct sales meetings and presentations with Advisors promoting NCM investment products.
Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for the existing NCM Advisor network and through cultivation of a prospect channel of new advisor and platform relationships.
Develop a strategy to achieve weekly sales activities objectives.Record daily activities using Salesforce (CRM).
Develop effective and professional working relationships with NCM's investment management team, inside sales team and other NCM partners.
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support.
That choice is actively managed funds using a highly disciplined approach to investing. University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset)Minimum of 5 years wholesaling or advisor experience in the retail financial services industry, including previous sales and client service experience utilizing mutual funds, ETF's, alternative funds, and other products
A minimum of 10 years of experience in the Investment industry, preferably in sales
Business planning skills is an asset
Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results
Self-motivated with strong self-management ability
Capable of applying information about the economy, competitor products, and services and other financial information to influence sales
Available to travel and flexible for unusual work schedules (valid drivers' license)
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