Head of Business Development

1 week ago

Toronto, Ontario, Canada Invest X Full time
Business Development and Distribution Lead

Join InvestX, a leading cross-border pre-IPO investor, as we seek a dynamic and driven individual to lead our business development and distribution efforts in Eastern Canada.

About InvestX

InvestX was launched in 2014 with a mission to bring transparency and trust to the private equity market. We offer access to private equity deals that were previously exclusive to a limited investing population. With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered security firms to offer accredited investors private equity investment opportunities.

Key Responsibilities
  • Perform proactive sales calls, meetings, and sales campaigns to promote InvestX product offerings to existing and new financial advisors and investors.
  • Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments.
  • Deliver effective presentations to promote InvestX Private Equity investment offerings and competitive advantages.
  • Develop and implement a business plan and sales strategy.
  • Develop and enhance industry and product knowledge to effectively communicate and build credibility with financial advisors and investors.
  • Update daily call activities and maintain accurate advisor records within Salesforce on a timely basis; perform ongoing territorial sales and asset reporting.
  • Maintain a comprehensive understanding of market, advisor, and investor trends.
  • Work closely with and actively support efforts of other Distribution Team members.
  • Achieve activity targets.
Requirements
  • Bachelor's Degree.
  • Minimum 2 years of financial services sales experience.
  • Private equity, alternative investment, equity trading and/or wealth management experience is an asset.
  • Knowledge of or experience in securing product selling agreements with Broker/Dealers.
  • Highly and self-motivated to build relationships and close sales.
  • Effective communicator (written and verbal) with sound interpersonal and team building skills.
  • You are passionate and have a strong desire to grow and succeed.
  • Ability to prioritize activities, meet deadlines and work under pressure in a fast-paced, entrepreneurial environment.
  • Must be actively licensed and registered with the relevant regulatory bodies.

InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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