Financial Services Business Development Manager
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Drive financial product sales and asset retention as a Business Development Manager at CI, working onsite four days weekly. Build advisor engagement through consultative communication.
As a Business Development Manager, you will promote CI Global Asset Management investment products across your territory. Partnering with the District Vice President, you will educate, train, and motivate financial advisers and professionals. Your work will increase market share, develop leads, and strengthen client relationships through sales campaigns and account management.
Key Responsibilities:
- Promote CI GAM products through proactive sales campaigns
- Generate referrals and high-quality leads for the DVP
- Manage established client accounts and service inquiries
- Explain investment strategies, philosophies, processes, and industry trends
- Report territorial sales and assets with the DVP
Requirements:
- Minimum two years’ financial services sales experience
- University degree in Business Administration
- Financial services designation such as CSC, CFP, CIM, CFA, or CAIA
- Advanced Microsoft Word, Excel, and PowerPoint expertise
- Strong communication, organization, and client relationship skills
Use financial services sales, relationship management, and investment product knowledge to grow CI GAM territory performance.
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