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Senior manager, Business Development
4 months ago
An exciting opportunity has arisen for a dynamic and methodical Senior Manager of Business Development. This role is perfect for someone who is sales savvy and client service-oriented, with a passion for helping clients with their financial planning. The successful candidate will work closely with the client relations manager, reporting directly to the CEO and CFO.
What you'll do:
- Develop and implement financial planning strategies to meet clients' long-term goals
- Create and execute plans to retain our aging client base and develop relationships with the second and third generations of existing clients
- Maintain strong relationships with existing clients and build prospects relationships to convert them into clients
- Utilize social media platforms effectively for lead generation and brand promotion
- Demonstrate expertise in various financial products and account types to provide tailored advice
- Utilize CRM tools to manage client information and interactions efficiently, with a preference for Salesforce experience
- Collaborate with cross-functional teams to enhance business development strategies and client satisfaction
What you bring:
- Certified Financial Planner (CFP) designation or working towards completion of CFP is required
- Proven experience of 5-8 years in financial planning, client retention strategies, and relationship development
- Strong understanding of financial products, account types, and the asset management industry
- Experience in using social media for business development and lead generation
- Proficient in CRM software, Salesforce knowledge preferred but not mandatory
- CRM implementation experience preferred
- Excellent communication, negotiation, and interpersonal skills
- Ability to work independently and as part of a team in a fast-paced environment
- Bachelor’s degree in business, Finance, or a related field
What sets this company apart:
Our client offers an inclusive and supportive team environment where your professional development is taken seriously. They offer competitive performance-based incentives, a comprehensive group benefits package including health, dental, vision coverage and health spending account, generous group retirement savings plan contributions, paid professional designation, and competitive paid vacation days per the company policy.
What's next:
Ready to take the next step in your career? Apply now
Salary: CAD108,000 - CAD130,000 per year + 15-20% bonus
Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.
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